Here's the recording of my presentation (without the question and answer portion) I gave to the 403bwise audience on February 10, 2022. Here also are the slides that I used. https://www.youtube.com/watch?v=iL8aGMS-RuY
Category: taxes
Filing Taxes for Free with FreeTaxUSA
I wrote last year about asking around about alternatives to TurboTax and someone suggested FreeTaxUSA. After reading some reviews, it looked very promising but, since I had already filed my taxes for last year, I didn't have personal experience with it. Well, now I do, and I highly recommend giving it a try. For me, … Continue reading Filing Taxes for Free with FreeTaxUSA
Colorado’s First Step Program for College Savings
I've written about 529 plans before and how I believe, for most folks, they are the best way to save for a child's possible future college education. This is especially true if your state plan offers some kinds of tax incentives. For example, in Colorado your contributions are deductible from your state taxes each year, … Continue reading Colorado’s First Step Program for College Savings
I Bonds: A Safe Short-Term Investment with Some Yield
There's been increased interest in I Bonds lately, due to a combination of low interest rates on savings and CDs and a recent increase in inflation. Physician on Fire has an excellent article on the ins-and-outs of I Bonds, including great step-by-step instructions on how to purchase them. Since he's done such a nice job, … Continue reading I Bonds: A Safe Short-Term Investment with Some Yield
Some 2022 Tax Changes
Each year at about this time the IRS announces various changes to the upcoming tax year, which are based on formulas that typically revolve around inflation. To be clear, these are not changes to tax policy, Congress passes those, and there are certainly many of them in the Build Back Better Act that may end … Continue reading Some 2022 Tax Changes
Health Insurance and Using Your HSA as a Stealth Retirement Account
I’ve written a bit about health insurance before, going through the options for Littleton Public Schools (LPS) and Douglas County School District (DCSD). I was recently helping someone and thought I would update the numbers given LPS’s current insurance offerings, and also spend a bit more time talking about possibly using your HSA as an … Continue reading Health Insurance and Using Your HSA as a Stealth Retirement Account