Charleston Tax Gap Could Change Your Retirement Six Figures
A hidden property tax rule in Charleston can swing long-term retirement funds. The 4% vs 6% assessment gap may add up...
Tax Policy
Discover 3 Tax Policy articles that explain how policy changes impact taxes, crypto reporting, and monthly expenses. See practical tips that help you save, plan, and keep more of your money.
189 articles
Even If Every California Billionaire Left, Tax Still Wins
California plans a one-time 5% wealth tax on roughly 200 billionaires to raise about $100B over five years. Even as m...
One-Year Hold Rule Could Cut Taxes on Stock Trades Today
As markets navigate a choppy May, tax rules around capital gains loom large for traders. Holding periods can swing ta...
Free Muni Bond Portfolio Replaces Salary with $1.6M
A tax-efficient strategy called a free muni bond portfolio could yield about $75,000 in federal tax-free income from ...
Boxx Mimics Treasury Yields, IRS Probes Tax Tactics
Alpha Architect’s BOXX aims to reproduce short-term Treasury returns without income distributions, but the IRS is exa...
Medicare Premium Jumps Hundreds in 2026 After Asset Sale Shock
A large 2024 capital gain can trigger IRMAA surcharges, causing Medicare premiums to surge in 2026. Retirees face hun...
Trump Supposed Talk About Economy Derails NY Rally
A New York rally billed as a discussion on the economy devolved into tangents about toiletries and voter rules, under...
Even Mitch McConnell Mortified by Slush Fund Paying Allies
A $1.8 billion slush fund to reimburse Trump allies for legal costs sparks a GOP backlash. The move raises red flags ...
Two-Year Return Delay Costs Hit Retirees with Higher Medicare Bills
As 2024 tax data determine 2026 Medicare IRMAA, retirees face steeper Part B surcharges. This report explains the two...
Gold IRAs Could Cost You Big Taxes, Experts Warn
Investors chasing a gold tilt in their IRAs may face tax bites that trim gains more than expected. The IRS treats phy...
Kiplinger Letter Warns Capital Gains Indexing May Cut Taxes
A potential executive action could index capital gains to inflation, changing cost basis and tax bills. The kiplinger...
Jeff Bezos Wants Bottom Half Tax Relief, Widening Debate
A new policy concept linked to Jeff Bezos would remove federal income tax for the bottom half of earners, igniting a ...