Latest
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Seven Ways to Reduce Taxes on Social Security Benefits in 2025
Social Security Minimizing taxes on Social Security is an essential consideration for many retirees.
Social Security -
Five Retirement Myths vs the Reality
Believing these myths about retirement could set you down the wrong path. Separating fact from fiction can help you approach your retirement with confidence.
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How Federal Retirees Can Make SSFA Repeals Work for Them
From higher Social Security benefits to increased spousal and survivor benefits, federal employees have much to gain from the Social Security Fairness Act.
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IRS Ends Inherited IRA Confusion: Annual RMDs Required for Many
IRAs The agency has resolved a major point of uncertainty for inherited IRA beneficiaries.
IRAs -
Elon Musk, DOGE Target IRS Tax Records: Is Your Personal Data at Risk?
Tax Privacy Some wonder whether Elon Musk and other private citizens should have access to confidential taxpayer information.
Tax Privacy -
How to Avoid These Five Costly Tax Mistakes That Many Retirees Make
Making incorrect assumptions about tax brackets, tax-loss harvesting, charitable giving, estate taxes and more can cost you big-time in retirement.
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Early Tax Refund Options Could Trap Your Cash
Tax Refunds Don’t be fooled into thinking you’re not getting a loan — because you really are.
Tax Refunds -
Iowa Has a New Income Tax Rate for 2025: What It Means for You
State Tax A new tax law lands Iowa among the top ten states with the lowest income tax rates.
State Tax -
IRC Section 1202: A Strategic Tax Advantage for Investors and Entrepreneurs
IRC Section 1202 allows individuals to exclude up to 100% of the capital gains realized from the sale of qualified small business stock.
