Recent content by Phroig

If your student has an interest in accounting, a data science minor is very much the in-thing.

SECURE 2.0 allows your son to specify that the match be put in his Roth 401K account. He will have to pay tax on the amount. Under previous rules, Roth 401K matches went into Traditional 401K accounts and were taxed when withdrawn.

Mr. Bates vs. The Post Office is both gripping and moving. Toby Jones is very good as usual, but the cast has many other familiar names/faces. We're also looking forward to the next episode of Shogun released today.

You could have a colonoscopy every day.

Also three episodes in. Like it much better than the book.

Nope, they didn't wait until Monday. Just got the notice.

I see, thank you both.

I bought a 42 day bill this past week, and for some reason, Fidelity wouldn't allow Auto Roll.

My 6.3% FFCB, which is continuously callable starting March 8, unexpectedly didn't get called yesterday. They're probably waiting until Monday to spring it on me.

No, but we usually have subtitles turned on, so perhaps we haven't noticed.

We watched Karen Pirie (very good!) on Britbox, and canceled our subscription at the end of our promotional period. I'll subscribe again to watch S13 of Vera. Meanwhile, I've subscribed to Apple TV for Killers of the Flower Moon. We've also wanted to watch Ted Lasso. Does anyone have...

If you have a good money market option in your HSA and you don't need cash pronto, you could put your planned distributions into the MMF, and withdraw at year-end. (If you're with Fidelity, you can obviously do treasuries/CDs.) I skipped withdrawals entirely in 2023, and won't take any in 2024...

I have a related question. I understand the rule is you can get reimbursed years later for an expense that was incurred and paid when the HSA was open. What happens when you transfer or do a rollover from one HSA to another? Say you have HSA1, pay for a medical expense, and save the receipt...

Two new Pixel 8 phones - one for DW and one for me. My Moto is over six years old, only has 32 GB of storage, and seems to have slowed down considerably. I am still sorry to be saying goodbye to it.

The 110% safe harbor doesn't always work well. I did a big Roth conversion last year. For various reasons, I'll do a much smaller one this year. 110% of last year's tax will be a substantial overpayment for me.