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Taxes

Here Are the 5 Steps That Got Me Nearly $7,000 Back From Medicare

on August 12, 2026

Even a CPA can get blindsided by Medicare’s income penalty. But here’s the good news: one little-known form is clawing back nearly $7,000 for me.

13 States That Offer Property Tax Exemptions for Retirees

on August 5, 2026

Many states ease the property tax burden of residents who are 65 or older.

Rich Americans Use IRAs to Make Tax-Free Millions. Is That Fair?

and on August 1, 2026

A new Senate bill would cap retirement accounts at $10 million after one Roth IRA turned $2,000 into $5 billion tax-free.

15 American Cities With the Highest Property Taxes — and 5 With the Lowest

on July 31, 2026

Find out who pays the most — and the least — in property taxes across the country.

One Hidden Cost of Working from Home Could Add $600 a Year

and on July 30, 2026

HVAC experts say remote workers may see energy bills climb up to $50 a month, but a few upgrades can shrink the increase.

Income Taxes Fall While Sales Taxes Range Higher Than Ever

and on July 30, 2026

State lawmakers have cut income tax rates over 200 times since 1990 while hiking sales taxes 68 times — see which states shifted the most

Is a Gold IRA Better Than Owning Physical Gold?

on July 28, 2026

Gold surged past $5,600 an ounce in 2026, but IRS rules on taxes, storage and access differ sharply between an IRA and metal you hold yourself.

Court Limits COVID Tax Refund Claims but Americans Should Hang On

and on July 28, 2026

A new Tax Court ruling narrows which COVID-era penalty claims qualify for refunds, but lawyers say the multi-year appeals fight is just beginning.

6 Documents You Can Shred or Delete Right Now — and 7 You Must Keep

on July 28, 2026

Clear the clutter without the fear you might need something later. Here is the ultimate cheat sheet for your financial filing cabinet.

The Big Beautiful Bill Turns 1: Here’s Who It’s Helping — and Who It’s Hurting

on July 28, 2026

One year in, the law already reshaped your taxes and your benefits. Which side of the ledger are you on?

Should You Add Physical Gold to Your Roth IRA?

on July 24, 2026

A dealer premium plus custodian markup can eat up to $4,000 of every $50,000 gold purchase — here’s how the tax perks stack up

15 States Where Home Insurance Tops Property Taxes. Is Yours on the List?

on July 22, 2026

Don’t be caught off guard by this rising expense.

How to Sell Appreciated Assets Without a Big Tax Bill Now and Later

and on July 22, 2026

Retirees who time stock sales right can lock in a 0% tax rate and reset their cost basis for good.

You Don’t Own All of Your IRA or 401(k) — Here’s Who Owns the Rest and 4 Ways to Buy Them Out

on July 17, 2026

Part of that balance was never yours — and you’re about to meet the co-owner you never invited. Learn how to fight back.

IRS Raises Mileage Rate Midyear. Here’s Who Benefits in 2026

and on July 16, 2026

After a brutal gas-price spike, the IRS quietly bumped its business mileage rate mid-year for only the third time in decades.

Is Your State One of the 10 Worst Economies in the U.S.?

on July 16, 2026

Someone has to be at the bottom, right? Does it really matter?

Why the IRS Doesn’t Need to Audit You to Empty Your Bank Account

on July 15, 2026

Don’t want fat penalties? Here’s what triggers the IRS’ attention and how to stay off its radar.

How to Claim Medical Expenses on Your Taxes

on July 15, 2026

A single overlooked deduction — mileage to doctor visits — could push your itemized total over the IRS’s 7.5% threshold.

What’s the Best Time of Year for a Roth Conversion?

on July 13, 2026

You have to weigh the pros and cons of converting early in the year versus waiting until year-end.

The ‘Widow’s Penalty’: The Tax Ambush That Hits the Year After Your Spouse Dies — and 5 Ways to Beat It

on July 13, 2026

Lose your spouse and the IRS can hand you a bigger tax bill on less income — here’s the fix.

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