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On July 15, we owe estimated tax payments for 1Q and 2Q. We have no withholding of any kind. It will be a complicated tax year due to selling a rental in 3Q. Depending on that impact, we may or may not make our usual Roth conversion in 4Q. So, plenty of unknowns as I contemplate how much...

Like many of you, I have all recurring bills on auto-pay using a cash-back CC, which works great. But for the CCs themselves, I still get a paper statement in the mail, and then manually schedule the payment using the bill-pay function from our checking account (Fidelity CMA). So far I have...

We own one single-family rental home. We have no mortgage and it routinely generates positive cash flow. We have a long-term tenant who takes care of routine maintenance like changing HVAC filters, mowing, minor painting, minor repairs, etc. I personally handle all other maintenance and...

Has anyone seen this offer for 2018? Seems like it's usually around this time that the link appears on the Fidelity home page after logging in. But I'm not seeing it yet. Maybe I'm a few days too early? Or looking in the wrong spot? I was hoping to start finalizing some tax stuff for 2018...

In 2015, I replaced the roof on one of my rentals. There was no insurance claim, it was just very old and leaking. I capitalized the cost and began depreciation in mid 2015. In 2016, we had a hail storm which damaged the roof. Insurance claim paid 100% of the cost to replace the roof...

I have one very specific question that I can't seem to find an answer to. And then a more general HSA question that I've been wondering about: Background During my last 4 years at Megacorp, we had a HDHP and contributed the family maximum to an HSA. The policy covered myself and 2 kids, who...

Hi to all. What a great forum I seem to have stumbled upon! I just spent the last 5 or 6 hours reading and searching here, and I've already learned a ton. Much more "usable" content here than reading commercial websites. Need some advice... After 30 exhausting years in the corporate world...