User contributions
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- 20:08, 18 May 2013 (diff | hist) . . (+23) . . m Credit score (→External links: updated with new Credit Karma review) (top)
- 22:03, 14 May 2013 (diff | hist) . . (-1) . . m Tax-managed fund comparison (→Tax-Managed Capital Appreciation: fixed typo presumably left over from an old version of text) (top)
- 22:02, 14 May 2013 (diff | hist) . . (+6) . . m Tax-managed fund comparison (→Tax-Managed Small-Cap: fixed typo)
- 22:28, 5 May 2013 (diff | hist) . . (+512) . . Tax Basics (→General: updated withholding advice)
- 20:05, 4 May 2013 (diff | hist) . . (+526) . . Marginal Tax Rate (added example of 30% marginal rate when QDI/gains income crosses 25% bracket boundary) (top)
- 11:33, 21 April 2013 (diff | hist) . . (+51) . . m Credit score (→Checking your score: updated what Credit Karma provides)
- 11:30, 21 April 2013 (diff | hist) . . (-3) . . m Credit score (→Criteria for scoring: fixed awkward wording)
- 09:40, 21 April 2013 (diff | hist) . . (+281) . . Credit score (Updated with VantageScore 3.0)
- 09:20, 21 April 2013 (diff | hist) . . (-36) . . m Credit score (→External links: Updated link to Credit Karma review)
- 21:12, 20 April 2013 (diff | hist) . . (+34) . . m Template:Tax Considerations (added link to Tax-managed fund comparison) (top)
- 21:11, 20 April 2013 (diff | hist) . . (+41) . . N Business Development Companies (Redirected page to Business Development Company) (top)
- 21:10, 20 April 2013 (diff | hist) . . (+11,464) . . N Tax-managed fund comparison (Created page with "Vanguard offers five funds which are explicitly tax-managed. However, index funds and ETFs are inherently tax-efficient, and are sometimes less expensive; therefore, the tax-...")
- 18:03, 18 April 2013 (diff | hist) . . (-534) . . Acquired fund fees and expenses (Removed funds which have changed to CRSP benchmarks, and Total Stock Market, which has not yet changed but reported 0% acquired fund fees in last prospectus) (top)
- 19:07, 17 April 2013 (diff | hist) . . (+382) . . International REITs (→Role of international REITs in an investment portfolio: updated tax advice)
- 16:50, 26 March 2013 (diff | hist) . . (+981) . . N User talk:Assumer/Sandbox (my explanations of the advantage of deferral)
- 13:24, 23 March 2013 (diff | hist) . . (+559) . . Talk:Paying down loans versus investing (clarification on comparison paragraph)
- 21:12, 21 March 2013 (diff | hist) . . (+233) . . Talk:Paying down loans versus investing (Suggested alternative wording)
- 20:12, 20 March 2013 (diff | hist) . . (-107) . . Paying down loans versus investing (→What is the effective rate?: improved student loan example)
- 21:56, 14 March 2013 (diff | hist) . . (+59) . . m Marginal Tax Rate (→Calculation: clarified marginal tax rate on capital gains with state tax)
- 20:18, 14 March 2013 (diff | hist) . . (+323) . . Marginal Tax Rate (→Using the marginal rate for investment decisions: use the correct rate)
- 20:14, 14 March 2013 (diff | hist) . . (+363) . . Marginal Tax Rate (→Calculation: different marginal rates on different types of income)
- 22:55, 5 March 2013 (diff | hist) . . (+65) . . m Purchase fee (Added short-term TIPS fund) (top)
- 22:52, 5 March 2013 (diff | hist) . . (+42) . . m Mutual Funds and Fees (→Loads: added fee-free line for investments of $1M or more)
- 22:50, 5 March 2013 (diff | hist) . . (+12) . . m Mutual Funds and Fees (consistent capitalization: A shares, B shares, C shares)
- 22:02, 28 February 2013 (diff | hist) . . (0) . . m International Small-Cap (→Selection: Vanguard expense ratios updated) (top)
- 10:26, 24 February 2013 (diff | hist) . . (-6) . . m Tools and Calculators (→Portfolio tools: corrected link to my worksheet)
- 23:06, 23 February 2013 (diff | hist) . . (+149) . . m Principles of Tax-Efficient Fund Placement (→See also: link to tax cost spreadsheet)
- 23:04, 23 February 2013 (diff | hist) . . (+179) . . Tools and Calculators (→Portfolio tools: added tax cost comparison spreadsheet)
- 18:22, 23 February 2013 (diff | hist) . . (+1) . . m Health Savings Account (→State taxation of HSAs: no change to content; date in last comment should have been 7/1/06) (top)
- 16:21, 23 February 2013 (diff | hist) . . (-211) . . Health Savings Account (→State taxation of HSAs: TN explicitly excludes HSAs from tax after 6/1/06; NH does not mention them but the NH instructions carry over federal numbers and would not add HSA interest)
- 12:53, 10 February 2013 (diff | hist) . . (0) . . m Traditional versus Roth (→Maxing out your retirement accounts: Updated for 2013 limit) (top)
- 23:01, 1 February 2013 (diff | hist) . . (0) . . m Tax-Adjusted Asset Allocation (→How Much to Adjust: corrected tax adjustments now that QDI tax cut is permanent)
- 18:05, 19 January 2013 (diff | hist) . . (+348) . . N Template talk:Federal capital gains and dividend taxation in the United States from 2008 forward (Suggest merge of templates) (top)
- 17:58, 19 January 2013 (diff | hist) . . (+827) . . Template:TaxRateTable (Added 2012 rates)
- 17:53, 19 January 2013 (diff | hist) . . (+878) . . N Template:TaxRateTable (New table, can be included in any tax-related page)
- 17:25, 19 January 2013 (diff | hist) . . (-2,998) . . Principles of Tax-Efficient Fund Placement (→Tax rates: Updated for 2013 changes, removed Kiplinger tables which are now out of date)
- 20:12, 18 January 2013 (diff | hist) . . (-367) . . Principles of Tax-Efficient Fund Placement (Qualified dividend tax break now permanent; fixed a few typos)
- 00:34, 7 January 2013 (diff | hist) . . (+559) . . Taxation of Social Security benefits (→Examples: explanation for no 46.25% rate in married couples table)
- 23:35, 2 January 2013 (diff | hist) . . (-123) . . Principles of Tax-Efficient Fund Placement (→Comparison of hypothetical tax costs: Updated for 2013 rates and QDI being made permanent)
- 22:52, 2 January 2013 (diff | hist) . . (0) . . Taxation of Social Security benefits (→Examples: Updated for 2013 tax rates)
- 10:39, 1 January 2013 (diff | hist) . . (+92) . . International Small-Cap (Updated with 2012 data)
- 17:40, 22 December 2012 (diff | hist) . . (+8) . . m State income taxes (→Tax details: eliminated amount of MD pension exclusion, as it varies by year) (top)
- 21:30, 1 December 2012 (diff | hist) . . (0) . . m High deductible health plan (→Financial advantages and disadvantages: changed example for 2013 limits)
- 16:26, 17 November 2012 (diff | hist) . . (-64) . . m State income taxes (→Tax details: As of 2012, MD tax is no longer almost flat)
- 21:08, 16 November 2012 (diff | hist) . . (+26) . . m Health Savings Account (→HSA custodians and options: clarified TD Ameritrade requires HSA Bank)
- 21:07, 16 November 2012 (diff | hist) . . (+382) . . Health Savings Account (→HSA custodians and options: added Saturna)
- 22:02, 15 November 2012 (diff | hist) . . (+180) . . m Non-deductible Traditional IRA (→What is a non-deductible Traditional IRA?: updated table through 2013)
- 21:53, 7 November 2012 (diff | hist) . . (-9) . . m Roth IRA as an emergency fund (Updated for 2013)
- 21:29, 7 November 2012 (diff | hist) . . (-639) . . m SIMPLE IRA (Deleted 2009 RMD exemption section; it is no longer relevant)
- 21:28, 7 November 2012 (diff | hist) . . (+29) . . m SIMPLE IRA (→Contributions: Updated limits for 2013)
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