2023 & 2024 IRS Standard Deduction & Exemption Amounts
This article has been updated for the 2023 and 2024 tax years. The IRS has released its 2024 standard deduction amounts. Each year, the IRS adjusts standard deduction amounts for inflation (similar to...
View ArticleFederal Tax Brackets (IRS Tax Rate Tables) for 2023 & 2024
This article has been updated for the 2023 and 2024 tax years. The IRS has released its 2024 tax brackets (the bracketed tax rate table for IRS federal income tax rates). Each year, the IRS tax rate...
View ArticleHigh Deductible Health Plan (HDHP) Basics for 2023 & 2024
This article has been updated for the 2023 & 2024 tax years. I previously mentioned that I had moved to a new high deductible health plan (HDHP) that my employer started offering during open...
View ArticleWhat is a Health Savings Account (HSA)? 2023 & 2024 HSA Basics
This article has been updated for the 2023 & 2024 tax years. A few years ago, I moved from a traditional PPO health insurance plan to a high deductible health plan (HDHP) that was paired with a...
View ArticleHow to Visit National Parks for Free in 2024
Free National Park Days Dates in the United States in 2024 I’m a huge fan of the U.S. national parks and have been to dozens thus far with a growing wishlist of more to visit. We recently just...
View ArticleCapital One Shopping: $40 Referral Bonus on Just $10+ Spend!
Capital One Shopping, a popular shopping portal site, is offering a generous (and easy) promotion for new referred users that: $40 in rewards for $10+ in spend! The typical Capital One Shopping welcome...
View ArticleSam’s Club Membership Discount Offer: Join for Just $20 (Expires 12/31/23)
Sam’s Club is offering a $30 (60%) discount off of the purchase of new annual Sam’s Club memberships (typically $50) by 12/31/23. This offer is available to new Sam’s Club members (not member renewals)...
View ArticleCostco Membership Deal: $40 Costco Shop Card Bonus with Membership (Expires...
Groupon is offering a bonus $40 Costco Digital Shop Card deal on new annual Costco memberships (costs $60) by 12/31/23. This offer is available to those who have not yet had Costco membership or their...
View ArticleThoughts on the Mint Shutdown & Credit Karma Transition (from a Former Mint...
Intuit Announces they are Shutting Down Mint I was sad to see the recent news that Intuit will soon be shutting down the iconic personal finance management app, Mint. In its press release, Intuit...
View ArticleA List of FSA Eligible Medical Expenses to Avoid Losing FSA Funds
Similar to health savings accounts (HSAs), the big benefits that healthcare-related flexible spending accounts (FSAs) provide are tax-free contributions and withdrawals for qualified medical expenses....
View ArticleThe Year-End Financial Checklist (15 Personal Finance To-Do’s)
With yet another taxing year coming to a close, your first instinct may be to go into survival mode until you get a few holiday days off, indulge in a little self-medication that may or may not include...
View ArticleSEP IRA for Self-Employment Income Basics (For 2023 & 2024)
This SEP IRA overview has been updated with information for the 2023 & 2024 tax years. Having become fully self-employed in recent years, I thought it would be a good time to revisit and update my...
View ArticleSolo 401K Basics for Self-Employment Income (For 2023 & 2024)
This Solo 401K overview has been updated with information for the 2023 & 2024 tax years. This is the second of a multi-part series on retirement accounts for self-employment income. I previously...
View ArticleSIMPLE IRA Basics for Self-Employment Income (For 2023 & 2024)
This SIMPLE IRA overview has been updated with information for the 2023 & 2024 tax years. This is the third installment in a multi-part series on retirement accounts for self-employment income. We...
View ArticleThe Best Self-Employed Retirement Accounts Comparison: SEP IRA vs Solo 401K...
This self-employment retirement plan account comparison has been updated with information for the 2023 & 2024 tax years. My search for the best self-employment income retirement account started...
View ArticleThe 10 Best Health Savings Account (HSA) Providers in 2024
Looking for the best HSA account in 2024? We’ve got your covered. If a Health Savings Account (HSA) hasn’t been top of mind – there really is no better time to start or switch to a new HSA account, as...
View ArticleThe IRS’s 2024 Tax Season Start Date (for 2023 Tax Year Filing) Announced
The IRS’s announced 2024 season start date (for 2023 income tax return filing) will be Monday, January 29, 2024. In a few recent years, the tax start date was delayed a few weeks into February, with...
View ArticleThe 2024 Tax Deadline & Other Important Tax Season Dates
This IRS tax deadlines article has been updated for the 2024 tax season (including deadlines for 2023 tax year filings). Tax season has arrived. This article will cover important key dates for the 2024...
View ArticleDo I Need to File a Tax Return? The Minimum Income Levels to File Taxes in 2024
This overview on whether you need to file a tax return (i.e. the minimum income when you are required to file taxes) has been updated for the 2024 tax season (for 2023 tax year filing). As the tax...
View ArticlePSA: ACA Open Enrollment for 2024 for Most Ends January 16, 2024
Affordable Care Act 2024 open enrollment ends January 16, 2024 and a record number of Americans have signed up for an ACA marketplace plan. Yes, the ACA lives on, and with the Biden administration...
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