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Five Things You Can Control: The Series by David John Marotta May 20, 2017 (210)
How to Obtain Your Social Security Statement and Full Earnings Record by Megan Russell November 19, 2024 (164)
Changes to RMDs for Those Born in 1951 or Later (Secure 2.0) by Megan Russell January 31, 2023 (114)
How to Calculate Taxable Social Security (Form 1040, Line 6b) by Jacob Massanopoli May 13, 2022 (109)
How to Change a 529 Plan Account Owner by Megan Russell May 17, 2022 (101)
How to Calculate Fair Market Value if the Date of Death Is on a Weekend? by Alexandra Parker October 14, 2022 (97)
States with Tax-Exempt Interest from U.S. Debt Obligations by Megan Russell June 17, 2022 (59)
How To Find the Original Purchase Date of Holdings on Schwab.com by Libby Horbaly June 16, 2023 (59)
Three Ways to Find Full Account Numbers on Schwab.com by Megan Russell September 3, 2024 (59)
Charles Schwab: How to Order More Checks or Deposit Slips (2022 Update) by Libby Horbaly September 9, 2022 (58)
Belle Didn’t Really Love Scrooge by David John Marotta December 11, 2006 (57)
Charles Schwab: How to Fund Your Account with a Check by Megan Russell September 27, 2018 (55)
How Your Tax Is Calculated: Qualified Dividends and Capital Gains Worksheet by Megan Russell September 24, 2021 (51)

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. (100,559)
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." (95,751)
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. (74,756)
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? (67,584)
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. (66,669)
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. (64,389)
Fund Your Child’s Roth with Chore Income by Megan Russell 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. (49,236)
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? (46,994)
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. (46,965)
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. (46,517)
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. (42,115)
Charles Schwab: How to Fund Your Account with a Check by Megan Russell September 27, 2018 If you are doing a one-time funding from another account, sometimes the lowest tech option can be the easiest. (36,529)
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. (35,239)
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. (34,264)
How to Calculate Taxable Social Security (Form 1040, Line 6b) by Jacob Massanopoli May 13, 2022 If you receive Social Security benefits, the portion of those benefits which will be taxable depends on your income. The taxable portion can be anywhere from 0% to a maximum of 85% of your benefits. (33,903)
Q&A: Can a 529 Reimburse for Last Year’s Expenses? by Megan Russell September 15, 2020 Unfortunately, neither "yes" nor "no" is a correct answer to this question. (33,311)

Popular from This Year

Account Funding Priorities for 2024 by Megan Russell January 9, 2024 A savings waterfall helps investors navigate the financial complexity available to them. (2,162)
In Roth Conversions, Reducing Your RMD is One of the Benefits by David John Marotta December 5, 2023 Required minimum distributions are taxed as taxable income, the same as other types of traditional IRA withdrawals and Roth conversions. (1,227)
Don’t Increase Your Bond Allocation In Bear Markets by Megan Russell November 24, 2023 There is an artistry to a bond allocation, and while historical analysis can only be suggestive, it does tell a strong narrative. (1,209)
Charles Schwab Bank Fraud Dept Text Message Scam by David John Marotta May 21, 2024 We recently had a client fall prey to a sophisticated Schwab Bank scam. They gave us permission to share this fraud story with you to hopefully prevent others from being scammed. (1,139)
In Roth Conversions, Paying the Tax is One of the Benefits by David John Marotta November 28, 2023 Taxes related to traditional IRA withdrawals only happen once. Meanwhile, the funds in your taxable account are subjected to taxation each year. (1,135)
An Overview of Marotta’s 2024 Gone-Fishing Portfolios by David John Marotta May 9, 2024 For our standard gone-fishing portfolio, we made two changes. (1,001)