How I Overcame My Fear of Lending Money on

I‘ve invested in the stock market for more than 15 years. I own mutual funds that invest in junk bonds, emerging markets, micro cap stocks and other very risky investments. I’ve lived through severe market downturns like we saw in 2000-2002. I’ve watched my portfolio balance plunge, all the while holding steadfast with my investment […]

Quicken Online + The iPhone = Yuck! (with iPhone screenshots)

I’m reminded of Bill Murray in the movie Groundhog Day when he was behind the wheel of a pickup and cautioned the groundhog: “Don’t drive angry, don’t drive angry!” That was just before they drove off a cliff. Now I can hear Bill telling me, “Don’t write angry, don’t write angry!” The truth is I […]

How to Prevent Another Subprime Mortgage Debacle (or, “What My Dad Knew Long Ago”)

This is a guest post from a good friend and former colleague named Peter. If you’d like to write for TDR, please drop me a line. Photo Credit: woodleywonderworksRemember when “junk bond” was a dirty word? People and companies bought these newfangled high-interest rate bonds without fully appreciating that the interest rates were high because […]

The Dough Roller to donote 50% of its revenue to charity

My wife and I had an interesting conversation over the holidays. Out of the blue, my wife suggested I donate all of the revenue that this site generates to charity. My immediate response was what would be the point of building this site if I gave EVERYTHING to charity. I started The Dough Roller for […]

Alternative Minimum Tax (AMT) may delay 13.5 million tax refunds

In December, Congress passed a one-year “patch” to the Alternative Minimum Tax (AMT). The patch will save nearly 23 million taxpayers about $2,000 in taxes. Most of these savings will go to those earning $172,000 to $455,000, although those earning $84,000 to $121,000 will save an average of $,1425. So what’s the problem? Congress acted […]

A Helpful 401(k) & IRA Rollover Chart from the IRS

That’s right, the words helpful and IRS sometimes go together. The IRS has produced a chart showing whether a rollover between 401(k), 403(b), 457(b), IRA, Roth IRA, SEP IRA and SIMPLE IRA accounts is permitted. Clicking on the chart or here will download a pdf version of the chart. The chart includes hyperlinks to additional […]