Articles

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.

We hope this small increased exposure to foreign healthcare will help capture some of the efficiencies we believe to have found.

A new book by David John Marotta and Brendon Marotta makes you rethink what is happening in Charles Dickens’ A Christmas Carol.

In the same night in which Ebenezer Scrooge is haunted, the spirits also visit Bob Cratchit.

Roth conversions can only be performed during the IRA owner’s lifetime.

Which of these three methodologies you prefer depends on your reason for giving.

Avoiding PMI, if possible, is better for your long term finances. This 2016 article shares three strategies to avoid it.

If you have a tax credit eligible charity where you like their work better than the state government, then consider redirecting your state tax to fund the charity instead.

Luckily, the form is organized by type of tax credit and the NAP credit section of Schedule CR is only five lines long.

I cannot throw away such a delightful box.

As the proud mother of a now four-year-old daughter, I thought I’d record some of my and my firstborn’s favorite things from this past year as helpful ideas for gifts from grandparents.

Alas, the year you move the funds from traditional IRA to Roth IRA is the year that those assets are taxed.

Taxpayers of any income level, age, and employment or retirement status can convert their pre-tax individual retirement assets to Roth IRA.

The draft 2020 Form 1040 instructions clarify: the $300 limit is per form.

Choosing the right moments to buy convenience with your money brings value to your life.