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What is a 1031 Real Estate Exchange? May 31, 2014 Despite their complexity, these exchanges have the potential to save vast amounts of money. (97,026)
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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? (65,437)
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. (60,109)
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. (56,416)
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. (50,589)
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? (39,087)
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. (38,983)
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. (32,999)
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. (30,603)
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. (30,047)
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. (29,599)
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. (27,413)
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. (26,221)
Do Children Need To File A Tax Return To Fund Their Roth IRA? July 20, 2016 The IRS does not require dependents whose gross income is only earned income to file a tax return if the amount is less than a certain amount. (25,489)
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. (24,248)
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How to Avoid an IRMAA Medicare Premium Surcharge 2021 January 1, 2021 Depending on your particular case and Social Security agent, you may get your surcharge waived, lowered, or upheld. (3,208)
How to View Realized Capital Gains and Losses on Schwab.com December 22, 2020 Sometimes you may want to check in on your current running total of net capital gains during the current tax year. Luckily, there is a page on Schwab Alliance which shows you just that. (2,279)
Q&A: Can I Make a Prior-Year Roth Conversion This Year? November 30, 2020 Alas, the year you move the funds from traditional IRA to Roth IRA is the year that those assets are taxed. (1,989)
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