Bill Proposes Tax-Free Savings for Homeownership Now
A new bill could change the way Americans save for a home by offering tax-free growth for down payments. This article...
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.
159 articlesWhat Happens $4.2 Million Estate: First or Second Spouse
A $4.2 million estate can trigger a sizable tax gap based on the order of a couple’s deaths. This piece breaks down t...
Jeff Bezos Says Bottom Half Should Pay No Tax, Experts Say
A podcast recap attributes a Bezos stance to exempting the bottom half from federal income taxes, highlighting a broa...
Beautiful Bill Just Changed How Families Fund Pilot Licenses
The beautiful bill just changed how 529 plans can fund flight training, enabling tax-free use for FAA training and re...
Ohio Calls Time Data-Center Tax Break as Costs Soar
Ohio suspends new data-center tax breaks after costs surge to $1.5B, triggering a review and a heated debate over AI ...
Arizona's Retirement Advantage Comes with a Sales Tax Trap
Arizona remains a popular retirement destination, yet a higher sales tax bite challenges the financial math for many ...
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...
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...