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Q&A: Can I Make a Prior-Year Roth Conversion This Year? November 30, 2020 (881)
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Q&A: Can a 529 Reimburse for Last Year’s Expenses? September 15, 2020 (174)
How to Change a 529 Plan Account Owner May 17, 2022 (158)
How to Turn Monthly Returns Into an Average Annual Return in Excel December 28, 2020 (144)
Home Bias or Foreign Bond Funds? August 9, 2022 (140)
How to Avoid an IRMAA Medicare Premium Surcharge 2022 December 21, 2021 (137)
How Your Tax Is Calculated: Qualified Dividends and Capital Gains Worksheet September 24, 2021 (103)
How to Use Schwab Bill Pay May 27, 2019 (81)
Do Children Need To File A Tax Return To Fund Their Roth IRA? (2020) May 25, 2020 (79)
Q&A: Can I Do Backdoor Roth and an IRA Rollover In the Same Year? April 15, 2019 (76)
How Your Tax Is Calculated: Tax Table and Tax Computation Worksheet August 9, 2021 (76)
Video: The Value of Systematic Roth Conversions April 5, 2021 (68)
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. (98,998)
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." (89,897)
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? (66,186)
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. (61,753)
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. (61,289)
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. (60,963)
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? (44,235)
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. (44,055)
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. (35,725)
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. (35,625)
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. (33,668)
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. (33,154)
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. (32,308)
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. (29,488)
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. (28,897)
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. (28,163)
Popular from This Year
An Updated RMD Calculator (New Divisors for 2022) January 4, 2022 There are different tables and formulas used to calculate your RMD divisor based on your particular circumstances. Here is a calculator for the three most common. (16,987)
How Your Tax Is Calculated: Qualified Dividends and Capital Gains Worksheet September 24, 2021 The 25 lines of the Qualified Dividends and Capital Gain Tax Worksheet are so simplified, they end up being difficult to follow what exactly they do. So, for those of you who are curious, here’s what they do. (16,978)
How to Avoid an IRMAA Medicare Premium Surcharge 2022 December 21, 2021 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. (5,473)
Four Simple But Effective Conversion Target Calculations August 24, 2021 Doing some conversion is usually much better than doing no conversion at all. We offer these four simple but effective strategies to calculate a good-enough conversion target for this year. (1,930)
Q&A: What Should I Name My Donor Advised Fund? September 14, 2021 For better or for worse, you simply get to pick a name. (1,637)
Best Credit Cards of 2022 for Those with Excellent Credit December 14, 2021 These credit cards won't change your life, and they shouldn't, but they can get back a very small portion of the money you spend each month. (1,624)
This Quarter
Current Inflation vs. Expected Inflation (June 2022) June 21, 2022 (1,412)
A Second Dip Turns to Bear Market (June 2022) June 13, 2022 (571)- How to Change a 529 Plan Account Owner May 17, 2022 (550)
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