Kiplinger Calculates Treasury Inflation Gains for Retirees
A regulatory push to index cost basis to inflation could reshape retiree taxes on big taxable sales, with Kiplinger c...
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 articlesHere What Would Tell: Inheriting a $750K IRA Tax Alarm
A 64-year-old non-spouse heir faces a looming 10-year distribution window after inheriting a $750,000 traditional IRA...
The Surviving Spouse with $1.4M Faces Widow Penalty
A widow with $1.4 million in retirement assets faces a tax cliff once her spouse dies. The IRS treats her as a single...
Bezos Responds to Mamdani’s Tactics as Critics React
Bezos pushes back on Mamdani’s tactic of painting opponents as villains, arguing real solutions require skill. The NY...
U.S. Government Drops Tax Claims in Broad IRS Settlement
The U.S. government has agreed to drop current tax claims against former President Trump, his family, and the Trump O...
Kiplinger’s 2026 Letter: Dependent Care Credit Soars for Families
The 2026 tax rules lift the dependent care credit, easing family budgets as care costs rise. This report explains the...
Rule Move Public Safety: Retire at 50 Without Penalty
Public safety workers can tap 401(k) and 457(b) plans at age 50 without the 10% early withdrawal penalty under a long...
Taxing Wealthy Harder Than It Looks: Why It Isn’t Easy
Taxing wealthy harder than it looks sounds simple: just raise rates on big earners. In practice, money moves, lawyers...
Kiplinger Letter Reveals 0.001% Tax Rate Edge in 2023
New IRS data summarized by the Kiplinger Letter shows the ultra-wealthy paid a 23.61% effective federal tax rate in 2...
Trump Creates $1.7 Billion Fund to Aid Allies IRS Settlement
In a move that stirs controversy, a $1.7 billion fund is being created to compensate allies in a settlement tied to T...
Shakira Will Million Refund Sparks Spain Tax Debate
A Madrid court clears Shakira of a 2011 tax-year fraud claim and orders a 60 million euro refund, including interest....
Before Take That Part-Time Job: Medicare Premium Risk
A high-balance 401(k) can trigger higher Medicare premiums for retirees who take part-time work. This piece explains ...