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Taxes

The Treasury Is Holding Nearly $40 Billion in Savings Bonds Nobody Cashed

on October 22, 2026

They stopped earning interest years ago, and the government shut down the easiest way to find them. Here’s where to look now and the tax catch.

Billionaires Are Gifting Stock to Children. Is It a Trick or Treat?

and on October 22, 2026

Trump Accounts now accept billionaire stock gifts, but children can’t sell the shares for years and can’t turn them down, experts warn.

Turning 73 in 2026? Waiting on Your First RMD Could Put Two Withdrawals on One Tax Return

on October 22, 2026

The IRS grants a grace period on the first withdrawal. The second one keeps its original date.

Missed the Oct. 15 Tax Extension Deadline? What Waiting Another 60 Days Can Cost

on October 22, 2026

Some charges started piling up back in April. A December date decides whether a much bigger one joins them.

50 or Older and Making More Than $150,000? Your 401(k) Catch-up Must Now Be Roth

on October 22, 2026

A rule in effect since Jan. 1 moves the tax break and changes the paycheck math. The test looks at last year’s pay.

Gold in a Traditional IRA? The IRS Still Sets a Withdrawal Deadline, and Missing It Can Cost 25%

on October 21, 2026

Selling metal on a deadline isn’t the only way to satisfy the IRS. Here’s how to cover the full amount and leave the gold untouched.

Your 2026 Tax Bracket May Have Room to Spare. A Roth Conversion Before Dec. 31 Could Use It

on October 20, 2026

A Roth conversion can fill a low tax bracket, but the extra income can raise other costs.

Could Trump Accounts Hurt Benefits for Children With Disabilities?

and on October 19, 2026

A $1,000 government seed deposit could push a disabled child past the $2,000 SSI asset cap, and the only fix has a hard deadline: the 18th birthday.

Don’t Itemize? You Can Finally Deduct up to $2,000 for Charity

on October 19, 2026

Most taxpayers haven’t gotten a dime of tax benefit for giving. That’s changing this year, but one common donation won’t count.

Trump’s Policies Raised Costs for All but the Top 1%, Report Says

and on October 18, 2026

A middle-income household could pay about $1,700 more in 2026, while only the top 1% comes out ahead, a left-leaning think tank finds.

Forget Coupons. Tax Pros Can Help You Save on Halloween Candy

and on October 17, 2026

Candy with flour can be taxed differently than candy without it, so a Twix and a Hershey’s bar may cost you different amounts at the register.

The IRS Grades Your Tax Record. Lenders Can Ask to See It

on October 16, 2026

It’s certified, and lenders can check that it’s genuine. But even people who did everything right can get a grade they won’t like.

Americans 75 and Older Are Now the Wealthiest Age Group. Their Biggest Gain Has a Yearly Tax Deadline

on October 14, 2026

The accounts that made them richest come with strict rules around withdrawals.

Cross This Medicare Income Line by $1 and Part B Costs About $974 More a Year. A Gift From Your IRA May Help

on October 14, 2026

The IRS gives donors 70½ and older a route that sits outside the income math Medicare uses. It comes with a tradeoff.

Got an IRS Denial Letter for COVID Tax Refund? Don’t Give Up Just Yet

and on October 13, 2026

A pending court case could still recover penalties for millions, but the IRS letter you received may start a two-year clock to sue.

More Planning and More Math, Not Work, Can Boost Retirement Prosperity

and on October 13, 2026

Workers’ confidence in having enough for retirement dropped to 61%, and advisers say the fix may be better math rather than more years on the job.

Which States Will Save the Most From Trump’s Diesel Plan?

and on October 12, 2026

A temporary federal tax break on red-dyed diesel only helps if your state also looks the other way, and 10 states have already acted.

Trump Cut EV Tax Credits. Here Are the Winners and Losers a Year Later

and on October 12, 2026

Tesla still sells over half of the EVs on U.S. roads, while GM, Ford and Volkswagen scramble as electric cars slip to about 6% of new sales.

How Trump’s Diesel Tax Order Works and What It Means for Your Costs

and on October 12, 2026

The federal break covers just 24.4 cents a gallon, state taxes stay in place, and red-dye diesel penalties may not change where you live.

Are Trump Accounts Real? Who Pays for Them?

and on October 9, 2026

Some children already have $1,000 in seed money waiting, but eligibility depends on birth date and a valid Social Security number.

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