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Funding a 3-Year-Old’s Roth IRA by Megan Russell March 27, 2020 (467)
Life Lesson #1: You Shouldn’t Need Saving by Megan Russell February 23, 2021 (374)
How to Report a Backdoor Roth or Nondeductible Contribution on Your Tax Return by Megan Russell June 18, 2020 (369)
Fund Your Child’s Roth with Chore Income by Megan Russell April 23, 2019 (334)
How to Fund Your Roth with Babysitting Money by Megan Russell February 14, 2020 (302)
Q&A: Can a 529 Reimburse for Last Year’s Expenses? by Megan Russell September 15, 2020 (275)
Do Children Need To File A Tax Return To Fund Their Roth IRA? (2020) by Megan Russell May 25, 2020 (274)
Q&A: Who Pays Taxes and Penalties on 529 Distributions and How? by Megan Russell February 28, 2020 (259)
Harry Dent Has Another Prediction; Should I Follow His Advice? by David John Marotta May 19, 2020 (234)
Charles Schwab: How to Fund Your Account with a Check by Megan Russell September 27, 2018 (227)
The Best Way to Fund a Charles Schwab Account by Megan Russell June 26, 2020 (224)
Q&A: Do I Need to Pay Tax on This 1099-R? by Megan Russell March 6, 2020 (223)
How to Use Schwab Bill Pay by Megan Russell May 27, 2019 (208)
Q&A: Can I Do Backdoor Roth and an IRA Rollover In the Same Year? by Megan Russell April 15, 2019 (201)
Radio: Savings Waterfall for 2021 by David John Marotta February 22, 2021 (198)
Q&A: Can I Do a Backdoor Roth and a Reverse Rollover to a 401(k) In the Same Year? by Megan Russell February 10, 2020 (197)
How to Claim Your Virginia State Tax 529 Contribution Deduction by Megan Russell July 31, 2020 (196)
Do Children Need To File A Tax Return To Fund Their Roth IRA? by David John Marotta July 20, 2016 (185)
The 2020 Joint Charitable Standard Deduction: $300 or $600? by Megan Russell November 24, 2020 (174)
The Biggest Mistake You Can Make With Your Backdoor Roth by Megan Russell July 5, 2017 (171)
Complete Guide to Your Schwab Debit Card (2019) by Megan Russell October 18, 2019 (156)
Schwab Mobile App: How to Deposit a Check by Libby Friday August 24, 2020 (152)
Where to Find Statements and Tax Documents on Schwab.com by Libby Friday August 21, 2020 (144)
How to Move Cash Between Your Schwab Accounts by Libby Friday July 17, 2020 (140)
Q&A: Can I Undo My Roth Conversion? (2020) by Megan Russell May 8, 2020 (139)
Schwab’s New Personal Value Chart Promotes the Worst Investing Habits by David John Marotta January 21, 2019 (133)

All Time Most Popular

What is a 1031 Real Estate Exchange? by Matheson Russell May 31, 2014 Despite their complexity, these exchanges have the potential to save vast amounts of money. (93,319)
How to Avoid the Vehicle Sales Tax in Virginia by David John Marotta November 27, 2012 "I would like to give my daughter my newer car, but the tax considerations are not simple." (76,045)
The Complete Guide to Your Washing Machine by Megan Russell 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? (64,733)
Q&A: Can I Use 529 Funds for Off-Campus Housing? by Elizabeth Brew November 13, 2018 In general, you can use 529 funds to pay for your student’s off-campus housing costs. (47,882)
Can I Contribute to Both a SEP and a 401(k)? by Megan Russell June 1, 2016 SEP plans offer a powerful way to provide for your own retirement in the same way that 401ks do. (39,641)
How to Transfer Your Economic Impact Payment Card Into Your Bank Account by Megan Russell 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. (38,741)
Why is Bob Cratchit So Poor? by David John Marotta 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? (38,056)
Mailbag: Should I Pay Off My Mortgage Early? by David John Marotta April 13, 2012 Some say don't make extra payments, take the tax deduction. Others say you need to be debt free. (32,070)
How to Lower Your AGI and Why You’d Want To by Megan Russell July 26, 2017 Here are 8 reasons you'd want to lower your AGI and 8 methods to lower your AGI. (29,938)
How Your Tax Is Calculated: Understanding the Qualified Dividends and Capital Gains Worksheet by Megan Russell 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. (26,813)
Naming A Foreign 401(k) Beneficiary? ($ ?s) by Matthew Illian 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. (25,524)
Charles Schwab: How to Order More Checks or Deposit Slips by Megan Russell September 22, 2018 With Schwab Bank, any time you need more checks or deposit slips you can simply request them for free. (24,904)
Move Funds Between Your Bank Account and Your Schwab Account by Megan Russell 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. (24,048)
The Complete Guide to Your Clothes Dryer by Megan Russell 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? (23,471)
Beneficiary Designations: Per Capita or Per Stirpes? by Megan Russell 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. (21,813)
Do Children Need To File A Tax Return To Fund Their Roth IRA? by David John Marotta 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. (21,540)

Popular from This Year

Funding a 3-Year-Old’s Roth IRA by Megan Russell 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. (21,166)
Harry Dent Has Another Prediction; Should I Follow His Advice? by David John Marotta May 19, 2020 We would suggest not listening to Dent's commentary. (10,670)
If You Act Fast, You Can Undo Your 2020 RMD Thanks to the CARES Act by Megan Russell March 31, 2020 Among the temporary measures, Congress waived required minimum distribution (RMD) requirements for only tax year 2020. (9,129)
Do Children Need To File A Tax Return To Fund Their Roth IRA? (2020) by Megan Russell May 25, 2020 Don’t let stress about tax filing requirements keep you or your child from a powerful opportunity to provide for their future. (9,107)
This 2020, The IRA Contribution Deadline Isn’t Until July by Megan Russell May 1, 2020 Because the due date for filing Federal income tax returns has been postponed to July 15, the deadline for making contributions to your IRA for 2019 is also extended to July 15, 2020. (8,420)
Q&A: Who Pays Taxes and Penalties on 529 Distributions and How? by Megan Russell February 28, 2020 Who will be responsible to pay for the taxes related to the distribution? Where do you report the taxable portion on your tax return? (7,593)