The Great Wealth Transfer Will Be Smaller Than You Think

and 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.

, and 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

and 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

and 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

and 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

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

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

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

and 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

and 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

and 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

and 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

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

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

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?

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)

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

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?

and 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?

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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