Taxes
The Great Wealth Transfer Will Be Smaller Than You Think
Daniel de Visé and USA TODAY on July 13, 2026
A new Visa report finds $93 trillion in boomer wealth could shrink to just $36 trillion by the time it reaches heirs.
IRS COVID Tax Deadline Is Today. See How You Can File Online.
Medora Lee, Gabe Hauari and USA TODAY on July 10, 2026
A federal court ruling means millions who paid IRS penalties between 2020 and 2023 could get a refund, but only if they file before midnight.
Sales Tax Holidays Are Coming to 18 States, With School Savings and More
Betty Lin-Fisher and USA TODAY on July 10, 2026
Mississippi’s tax-free weekend starts July 10, and some states now waive tax on laptops up to $1,500 and even hurricane supplies.
Millions of Americans May Get Automatic First-Time Tax Penalty Relief
Medora Lee and USA TODAY on July 10, 2026
The IRS’s new automatic penalty waiver could reach 1.5 million taxpayers a year, seven times more than the old manual process.
IRS Makes Claiming COVID Refund Easier Ahead of July 10 Deadline
Medora Lee and USA TODAY on July 7, 2026
The IRS quietly enabled electronic filing for COVID-era refund claims, but missing the July 10 cutoff forfeits the money forever.
4 ‘Tax Friendly’ States That Are Actually Money Pits for Retirees
Stacy Johnson CPA on July 1, 2026
Moving to a state with no income tax sounds like a dream, but hidden levies could turn your retirement into a nightmare.
8 Types of Income That Can Jack up Your Medicare Premiums
Chris Kissell on June 29, 2026
Higher income in retirement can lead to sticker shock when it comes to Medicare health insurance premiums.
If You Live in Florida, Illinois, Texas or Washington, Your Financial Plan May Need Local Expertise
Kendall Blythe on July 13, 2026
These four states are good examples of how location impacts money planning.
Time’s Running Out for Americans to Claim a Possible COVID Tax Refund
Medora Lee and USA TODAY on June 27, 2026
A federal court ruling could entitle millions to a refund on IRS late fees charged during the COVID-19 pandemic — but only if they file by July 10.
My Mother Died. Then I Spent 8 Hours on Hold With the IRS
Daniel de Visé and USA TODAY on June 27, 2026
The IRS answered fewer than 1 in 5 calls last tax season — and for one journalist trying to collect his late mother’s refund, navigating the agency’s phone lines took months and over 8 hours on hold.
Supreme Court Lets Michigan Family Fight Foreclosure in Equity Theft Case
Maureen Groppe and USA TODAY on June 23, 2026
A Michigan family lost their $200,000 home over a $2,242 tax debt — and now the Supreme Court is giving them another shot at challenging the sale process.
How to Access Retirement Savings Early Without the Penalty
Medora Lee and USA TODAY on June 20, 2026
Two little-known IRS rules let you tap your 401(k) before age 59½ penalty-free — but one locks you in for at least 5 years and retroactively penalizes even a single miscalculation.
Have an Inherited IRA? Here’s How to Manage It
Kathleen Coxwell on June 19, 2026
Inherited IRAs come with complex rules — this is what you must know.
How Long Should You Keep Your Tax Documents? The Answer Might Surprise You
Larissa Runkle (The Penny Hoarder) on June 18, 2026
Tax experts weigh in on what you need to keep and for how long.
These 16 States (and D.C.) Have Estate or Inheritance Taxes
Edna V. Forero, ChFC on June 17, 2026
There’s even one U.S. state that levies both an estate tax and an inheritance tax on its residents.
Ask Stacy: Should I Do a Roth Conversion?
Stacy Johnson CPA on June 15, 2026
Done right, it can save you tens of thousands. Done wrong, it’ll cost you. Here are questions to ask first.
5 Summer Activities That Can Affect Your Taxes (for Better or Worse)
Edna V. Forero, ChFC on June 15, 2026
Summertime often brings a lot of fun activities, but they could help or hurt your next tax return.
Earn Under $75K? Jeff Bezos Says You Should Pay No Tax and Get an Apology
Kendall Blythe on June 11, 2026
It’s nice to know that the fourth-richest man in the world is thinking about America’s working class.
Capital Gains Tax on Precious Metals: Is Gold Taxed Differently Than Other Investments?
Faith Wakefield and USA TODAY on June 10, 2026
The IRS classifies gold and silver as collectibles — not investments — which means profits on these popular inflation hedges can be taxed at rates up to 8 percentage points higher than stocks.
These 20 Questions Say You’re Not in Control of Your Finances. How Many Can You Answer?
Kendall Blythe on June 3, 2026
No specialist knowledge required to answer these, but you do need a handle on where your money goes.
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