Q&A: Can I Use 529 Funds for Off-Campus Housing?
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In general, you can use 529 funds to pay for your student’s off-campus housing costs.

Charles Schwab: How to Order More Checks or Deposit Slips
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With Schwab Bank, any time you need more checks or deposit slips you can simply request them for free.

How to Avoid an IRMAA Medicare Premium Surcharge 2018
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Depending on your particular case and Social Security agent, you may get your surcharge waived, lowered, or upheld.

How to Lower Your AGI and Why You’d Want To
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Here are 8 reasons you’d want to lower your AGI and 8 methods to lower your AGI.

How Your Tax Is Calculated: Understanding the Qualified Dividends and Capital Gains Worksheet
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The 27 lines, because they are so simplified, end up being difficult to follow what exactly they do. So, for those of you who are curious, here’s what they do.

Can I Contribute to Both a SEP and a 401(k)?
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SEP plans offer a powerful way to provide for your own retirement in the same way that 401ks do.

How Much Umbrella Insurance Do I Need?
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Umbrella insurance covers you for liability that goes above and beyond your auto and homeowners insurance.

What is a 1031 Real Estate Exchange?
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Despite their complexity, these exchanges have the potential to save vast amounts of money.

Beneficiary Designations: Per Capita or Per Stirpes?
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Before a grandmother passes away, both her sons predecease her. Left with only her daughter and grandchildren, depending on her titling one of three things may happen.

The Complete Guide to Your Washing Machine
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The complete guide to saving money while washing your clothes. What temperature should the water be? What cycle should I use? What detergent should I use?

The Complete Guide to Your Clothes Dryer
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The complete guide to saving money while drying your clothes. Should I air dry? Can I line dry inside? Is there ever a case when my dryer is cheaper?

Naming A Foreign 401(k) Beneficiary? ($ ?s)
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You should have no problem naming your nephew as your beneficiary, but accessing the money from India after your death is more complicated.

How to Avoid the Vehicle Sales Tax in Virginia
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“I would like to give my daughter my newer car, but the tax considerations are not simple.”

Mailbag: Should I Pay Off My Mortgage Early?
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Some say don’t make extra payments, take the tax deduction. Others say you need to be debt free.

Maximum Safe Withdrawal Rates in Retirement
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Certain assumptions such as maximum safe withdrawal rate are critical in order not to compromise a long and successful retirement.

Why is Bob Cratchit So Poor?
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At first glance, this story fills us with pity for the Cratchit family, always struggling to make ends meet. But is that the true story?

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