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Q&A: Can I Use 529 Funds for Off-Campus Housing? November 13, 2018 (482)
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How to Avoid an IRMAA Medicare Premium Surcharge 2018 April 13, 2018 (83)
Q&A: How Should I Balance Retirement Savings With Other Needs? August 16, 2019 (76)
Fund Your Child’s Roth with Chore Income April 23, 2019 (76)
Mailbag: When Can I Move Into a 1031 Property? November 11, 2015 (68)
What Is The Average Holding Period For A Stock? November 23, 2018 (67)
Do Children Need To File A Tax Return To Fund Their Roth IRA? July 20, 2016 (59)
Marotta’s 2019 Vanguard Gone-Fishing Portfolio Calculator February 4, 2019 (58)
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Spam Analysis: The “Reclusive Millionaire Warns” Article June 3, 2019 (46)
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Q&A: Does a Power of Attorney Agent Have a Fiduciary Duty? August 10, 2018 (45)
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Crazy Rich Asians Series: What We Can Learn From The Millionaire Lifestyle of Astrid Leong January 14, 2019 (43)
Donor-Advised Fund Comparison 2018 April 27, 2018 (39)
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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. (75,696)
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? (60,674)
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." (55,821)
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. (26,801)
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. (22,244)
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? (21,617)
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? (20,842)
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. (20,100)
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. (18,077)
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. (15,007)
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. (14,936)
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. (12,547)
The Complete Guide To Your Dishwasher June 11, 2013 The complete guide to saving money while getting your dishes clean. Does hand washing save money? Should I pre-wash? How full should I fill my dishwasher? (12,228)
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. (12,177)
The Benefits of Saving and Investing Early June 27, 2014 Any money you put away and invest now will have the longest time to grow, due to the magic (or actually, the mathematics) of compound interest. (11,385)
The House That Bogle Built January 21, 2012 Learn about the index preferred by the person who invented index funds with the Vanguard S&P 500. And no, it isn't the S&P 500. (10,451)
Popular from This Year
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. (8,592)
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. (5,765)
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. (4,931)
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. (2,475)
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. (2,286)
Marotta’s 2019 Vanguard Gone-Fishing Portfolio Calculator February 4, 2019 We recommend this gone fishing portfolio for accounts hosted at Vanguard. (1,829)
This Quarter
- How to Use Schwab Bill Pay May 27, 2019 (1,588)
IRA Reform on Horizon – SECURE Act of 2019 June 10, 2019 (639)
The 30-Year Value of a Single Roth Conversion June 18, 2019 (579)- Does An Inverted Yield Curve Mean I Should Get Out Of The Markets? July 16, 2019 (565)
Q&A: I Have a Marotta-Managed 401(k). What Should I Invest In? July 2, 2019 (425)
The Full Complexity of All Required Minimum Distribution Divisors Explained June 4, 2019 (424)- Spam Analysis: The “Reclusive Millionaire Warns” Article June 3, 2019 (416)
Avoid Dave Ramsey’s Referral Services June 21, 2019 (390)
The Complete Guide to Retirement Account Types July 23, 2019 (341)
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