$1.2M Nest Translates Only Spending Gap in Retirement
A 70-year-old with a $1.2 million portfolio and $30,000 in Social Security faces a tight budget after taxes and healt...
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
December 2026 Opportunity Zone Deadline Tightens Tax Decisions
With the December 2026 deadline approaching, investors with large capital gains are weighing Qualified Opportunity Fu...
Congress Weighs Eliminations Real Estate Tax Breaks
Congress weighs eliminations real estate tax breaks, and the ripple effects could touch every landlord's bottom line....
Family Limited Partnerships: Lock Discounts Ahead of Reform
As estate tax policy stays in flux, high-net-worth families rush to use family limited partnerships: lock to shield m...
In 2026, RMDs Still Costing Retirees Six Figures
In 2026, retirees confront six-figure required minimum distributions even after a broad tax bill. Analysts say the co...
When Spouse Moves Into Assisted Living Tax Break Shrinks
A tax quirk can cut a couple’s home-sale exclusion almost in half when one spouse moves into assisted living and the ...
Augusta Rule for Small Business: Tax-Free Home Rent Strategy
Small business owners may tap the augusta rule: small business to host company events at home for up to 14 days, crea...
Nest Egg Protection Act Would Raise Senior Tax Exclusion
A bipartisan effort seeks to temporarily lift the capital gains exclusion for seniors selling primary residences to u...
Eight States Still Your Social Security Tax in 2026
Eight states still tax Social Security benefits in 2026, although most households stay tax-free at the state level. T...
Will Audited Trump’s IRS? Fresh Data Signals Tax Focus
New IRS data released Friday tracks audit activity at the start of Trump’s second term, showing selective enforcement...
Next Taxes: Crypto Legislation Takes Center Stage Today
A draft tax package for digital assets circulates ahead of a House Ways and Means hearing next week. It would require...
Altman, Mark Cuban Elizabeth: Tax Policy Shouldn’t Collapse
As AI reshapes work, policymakers push for stable, simple tax rules rather than drastic overhauls. The debate feature...