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Inverted Yield Curve Uninverted Without Recession January 14, 2020 (258)
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Complete Guide to Your Schwab Debit Card (2019) October 18, 2019 (171)
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Charles Schwab: How to Order More Checks or Deposit Slips (2019 Update) September 6, 2019 (111)
Age Restriction on Qualified Charitable Distributions Limits Inherited IRA Gifting June 20, 2017 (102)
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The Benefits of Saving and Investing Early June 27, 2014 (85)
What You Need to Know to Inherit an Inherited IRA September 27, 2017 (85)
Marotta’s 2019 Vanguard Gone-Fishing Portfolio Calculator February 4, 2019 (71)
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Schwab’s New Personal Value Chart Promotes the Worst Investing Habits January 21, 2019 (69)
How to Inherit an IRA When a Trust is the Beneficiary May 31, 2019 (66)
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Q&A: Can I Do Backdoor Roth and an IRA Rollover In the Same Year? April 15, 2019 (62)
Q&A: Which Products Do You Buy and Which Do You Avoid? January 7, 2020 (56)
What Is The Average Holding Period For A Stock? November 23, 2018 (50)
Donor-Advised Fund Comparison 2018 April 27, 2018 (49)
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How To Update Your Address at Schwab and Why It Is Not Straightforward September 13, 2019 (47)
All Time Most Popular
What is a 1031 Real Estate Exchange? May 31, 2014 Despite their complexity, these exchanges have the potential to save vast amounts of money. (81,574)
The Complete Guide to Your Washing Machine July 23, 2013 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? (61,953)
How to Avoid the Vehicle Sales Tax in Virginia November 27, 2012 "I would like to give my daughter my newer car, but the tax considerations are not simple." (60,918)
Why is Bob Cratchit So Poor? December 12, 2005 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? (29,257)
Mailbag: Should I Pay Off My Mortgage Early? April 13, 2012 Some say don't make extra payments, take the tax deduction. Others say you need to be debt free. (28,659)
Naming A Foreign 401(k) Beneficiary? ($ ?s) March 14, 2013 You should have no problem naming your nephew as your beneficiary, but accessing the money from India after your death is more complicated. (23,248)
The Complete Guide to Your Clothes Dryer June 18, 2013 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? (21,880)
How Your Tax Is Calculated: Understanding the Qualified Dividends and Capital Gains Worksheet May 16, 2017 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. (21,292)
Beneficiary Designations: Per Capita or Per Stirpes? September 13, 2013 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. (19,652)
Can I Contribute to Both a SEP and a 401(k)? June 1, 2016 SEP plans offer a powerful way to provide for your own retirement in the same way that 401ks do. (16,562)
How Much Umbrella Insurance Do I Need? August 23, 2015 Umbrella insurance covers you for liability that goes above and beyond your auto and homeowners insurance. (15,363)
Q&A: Can I Use 529 Funds for Off-Campus Housing? November 13, 2018 In general, you can use 529 funds to pay for your student’s off-campus housing costs. (13,813)
Charles Schwab: How to Order More Checks or Deposit Slips September 22, 2018 With Schwab Bank, any time you need more checks or deposit slips you can simply request them for free. (13,399)
Maximum Safe Withdrawal Rates in Retirement June 9, 2008 Certain assumptions such as maximum safe withdrawal rate are critical in order not to compromise a long and successful retirement. (13,202)
How to Avoid an IRMAA Medicare Premium Surcharge 2018 April 13, 2018 Depending on your particular case and Social Security agent, you may get your surcharge waived, lowered, or upheld. (13,186)
Fourteen Ways to Avoid Paying Capital Gains June 1, 2014 The capital gains tax traps wealth in an investment vehicle requiring special techniques to free the capital without penalty. (12,814)
Popular from This Year
How to Use Schwab Bill Pay May 27, 2019 Many of us are anxious about paying our bills on time, but using payment aids like Schwab Bill Pay can help alleviate some of that anxiety. (5,210)
An Overview of Marotta’s 2019 Gone-Fishing Portfolios February 5, 2019 A gone fishing portfolio is a portfolio of just a few stocks which should weather the ups and downs of the market fairly well while only rebalancing twice a year. (3,563)
Q&A: How Does the SECURE Act Change QCDs? June 24, 2019 "I will be turning 70 1/2 and wanted to start making contributions to charity from an IRA and taking the QCD at that time. Would this bill require me to wait two more tax years, until I am 72, to do this?" (3,074)
Marotta’s 2019 Vanguard Gone-Fishing Portfolio Calculator February 4, 2019 We recommend this gone fishing portfolio for accounts hosted at Vanguard. (2,867)
Fund Your Child’s Roth with Chore Income April 23, 2019 There are many opportunities to pay your children. If that payment can be counted as earned income, then the child is eligible to fund their Roth IRA. (2,425)
Both Spouses Can Make The HSA Catch-Up Contribution April 26, 2019 If both spouses contribute to their own HSAs for 2019, they can achieve a joint contribution of $9,000. (2,341)
This Quarter
What To Expect After Dow 28,000 November 19, 2019 (574)
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The SECURE Act of 2019 Becomes Law December 26, 2019 (496)
You Are Probably Paying Too Much For Your Mutual Funds October 22, 2019 (402)
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My Grandfather’s Journal: Don’t Be Afraid to Try December 10, 2019 (336)
The Monetary Benefit of Delaying Retirement November 5, 2019 (325)
What To Expect Now That The S&P 500 Reached 3,200 December 27, 2019 (288)
Q&A: How Does Your Faith Affect Your Investment Philosophy? December 24, 2019 (285)