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Q&A: Can a 529 Reimburse for Last Year’s Expenses? September 15, 2020 (151)
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Changes to RMDs for Those Born in 1951 or Later (Secure 2.0) January 31, 2023 (130)
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The Benefits of Saving and Investing Early June 27, 2014 (98)
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How to Calculate Taxable Social Security (Form 1040, Line 6b) May 13, 2022 (89)
Why do I have a Positive Return with a Negative Gain? February 9, 2018 (84)
States with Tax-Exempt Interest from U.S. Debt Obligations June 17, 2022 (73)
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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. (100,322)
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." (94,295)
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. (72,096)
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? (67,051)
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. (64,592)
How to Transfer Your Economic Impact Payment Card Into Your Bank Account May 29, 2020 It took me one hour to complete from start to finish. Hopefully, now that I have bumbled my way through it on my own and documented the steps, it takes you less time. (63,693)
How to Lower Your AGI and Why You’d Want To July 26, 2017 Here are 8 reasons you'd want to lower your AGI and 8 methods to lower your AGI. (46,126)
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? (45,885)
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. (44,384)
Funding a 3-Year-Old’s Roth IRA March 27, 2020 My daughter was employed at her first job, earned her first income, and was able to fund her Roth IRA for the first time. (39,438)
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. (39,399)
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. (34,130)
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. (34,125)
Charles Schwab: How to Fund Your Account with a Check September 27, 2018 If you are doing a one-time funding from another account, sometimes the lowest tech option can be the easiest. (32,136)
Move Funds Between Your Bank Account and Your Schwab Account September 14, 2018 In order to move funds between a non-Schwab account (external account) and your Schwab account, you simply need to establish what is called a MoneyLink. (31,589)
How to Fund Your Roth with Babysitting Money February 14, 2020 For domestic tasks like babysitting there are often two options: independent contractor or household employee. Taking the time to educate yourself on the difference may be worth your while. (30,288)
Popular from This Year
Changes to RMDs for Those Born in 1951 or Later (Secure 2.0) January 31, 2023 Later required beginning dates are generally advantageous to seniors, although the complexity surrounding RMD rules is nothing to celebrate. (6,886)
How to Avoid an IRMAA Medicare Premium Surcharge 2023 December 6, 2022 To avoid getting issued an IRMAA, you can proactively tell the SSA of any changes your income has seen in the past two years using a "Medicare Income-Related Monthly Adjustment Amount - Life-Changing Event" form. (2,139)
How Long Should I Plan On Living? January 3, 2023 Which is worse: Being destitute while still alive or dying happy and provided for with a little extra? (1,294)
An Overview of Marotta’s 2023 Gone-Fishing Portfolios April 25, 2023 While our 2022 update saw a number of changes, this year we only have one change. (1,244)
Marotta’s 2023 Gone-Fishing Portfolio Calculator April 24, 2023 This gone-fishing portfolio is our default portfolio which can be used at any custodian. (1,216)
Steps to Reduce IRMAA Medicare Premiums December 20, 2022 Sophisticated tax planning can be effective at any age. However, with great complexity comes great opportunity. (1,207)
This Quarter
The Lie Of The Century November 7, 2023 (948)
Proposed RMD Rules: The Madness Continues September 19, 2023 (720)
Why Did My CD Lose Money? October 24, 2023 (542)
Should I Change Financial Advisors Over Poor Performance? October 31, 2023 (421)
Fee-Only Is the Most Important Quality in Your Financial Planner September 1, 2023 (400)
How to Avoid a Cashier’s Check Scam at Schwab September 8, 2023 (347)