Kate Schubel
Kate Schubel, CPA, is a tax writer for Kiplinger.com who specializes in demystifying retirement planning, state-level taxation, and affordable living.
As a published children's book author and former local journalist, Kate recognizes that while the tax code is rigid, the way we tell its story doesn't have to be. She leverages this unique narrative background to translate technical compliance into actionable strategies that meet readers where they are, regardless of their financial expertise.
Before joining Kiplinger, Kate built a versatile career spanning audit, technology, and accounting. Her professional journey includes tenure at The Walt Disney Company, a position at a CPA firm, and a role in the finance department of the local Girl Scouts council, where she modernized banking practices and financial policies.
By bridging the gap between new media and accounting, Kate proves that financial news can be both technically rigorous and engagingly accessible. She holds a B.A. in New Media from the University of North Carolina at Asheville, with minors in Accounting and Computer Science, and a license as a Certified Public Accountant through the North Carolina State Board of CPA Examiners.
Latest articles by Kate Schubel
-
13 States With No Retirement Tax Ranked by How Much You Need to 'Retire Comfortably'Retirement Taxes A $0 state income tax bill doesn’t always mean a cheaper retirement. See which states stretch your dollar further.
By Kate Schubel
Retirement Taxes -
New Jersey Tax GuideState Tax Explore New Jersey's state tax rates for income, sales, property, retirement, and more. Learn how New Jersey compares nationwide.
By Kate Schubel
State Tax -
10 States With the Lowest Property Tax Rates in 2026Property Tax While the national average is climbing, homeowners in these states pay less than 0.53%. Compare your current tax bill against the 2026 rankings.
By Kate Schubel
Property Tax -
The New Retirement Math: How an Active Lifestyle Can Lower Your 2026 TaxesRetirement Taxes Avoid rising IRMAA surcharges and discover how volunteering and part-time work keep more of your Social Security benefits tax-free.
By Kate Schubel
Retirement Taxes -
Mortgage Rates in 2026 Predicted to Drop: These 3 Signals Tell You It's Time to BuyReal Estate Taxes April's rate volatility is just the tip of the iceberg. See how your freshly filed tax return and shifting property taxes could dictate home affordability this spring.
By Kate Schubel
Real Estate Taxes -
10 Cheapest Places to Live in South CarolinaProperty Tax From the outskirts of Myrtle Beach to the Upstate, these affordable gems have the lowest property tax bills in the state.
By Kate Schubel
Property Tax -
Tax Day Trivia: 6 Surprising Facts About Your 2026 RefundQuiz Take this quiz to see how much you know about April 15th, 2026 — the last day to file your federal tax return.
By Kate Schubel
Quiz -
2026 Tax Deadline: Does Your State Have an IRS Disaster Extension?Tax Deadlines The IRS has extended tax deadlines in several states due to severe storms, fires, hurricanes and other natural disasters. See if you qualify for relief.
By Kate Schubel
Tax Deadlines -
How 2026's Surge in First-Time Bettors and New IRS Rules Are Shifting World Cup OddsTaxable Income When deciding where to place your 2026 World Cup bet, new data suggests you might want to avoid team favorites, especially since gambling winnings will be taxed higher this year.
By Kate Schubel
Taxable Income -
IRS Income Tax Refund Schedule: When Will Your Refund Arrive?Tax Refunds Here's how to check your IRS tax refund status and when you can expect your federal refund.
By Kate Schubel
Tax Refunds -
Stop Using Your Smartwatch for Mileage (Until You Read This IRS Rule)Tech Taxes You bought your watch for tracking steps, but the IRS tracks your mileage. Did you miss out on this key tax deduction?
By Kate Schubel
Tech Taxes -
Your North Carolina Income Tax Cut Is Coming — But There’s a CatchState Taxes North Carolina paychecks might get a boost as personal income tax rates drop toward 2.99%. But a growing debate has lawmakers at a crossroads.
By Kate Schubel
State Taxes -
Washington Slashes Estate Tax: Why Your Inheritance Still Isn't SafeEstate Taxes State lawmakers are rolling back record-high death taxes, but a new millionaire tax on top earners is waiting in the wings.
By Kate Schubel
Estate Taxes -
Colorado Tax GuideState Tax Explore Colorado's state tax rates for income, sales, property, retirement, and more. Learn how Colorado compares nationwide.
By Kate Schubel
State Tax -
Is High-Yield Savings Account Interest Taxable? What to Know for 2026Savings Accounts Think a high-yield savings account is a good idea? Don’t forget taxes on savings account interest.
By Kate Schubel
Savings Accounts -
Tax-Free Income in 2026? These Changes Could Wipe Out Your Federal BillIncome Taxes New legislation aims to exempt up to $92,000 in earnings from federal income tax. Here's who would win.
By Kate Schubel
Income Taxes -
5 Reasons Your Tax Refund Might Be Delayed and How to Fix ItTax Refunds Is your IRS refund taking forever? From filing errors to identity verification, here are five reasons for a tax refund delay, and what you can do today.
By Kate Schubel
Tax Refunds -
Death and Taxes: A Famous Quotes Quiz to Take a Break From Tax SeasonQuiz If you're "dead" tired of tax season, we have just the solution.
By Kate Schubel
Quiz -
ANCHOR and Stay NJ 2026: Why Property Tax Relief for Homeowners Could Be CutProperty Tax The 2026 New Jersey budget proposal puts the promised $6,500 property tax credit at risk for thousands of homeowners.
By Kate Schubel
Property Tax -
2026 Georgia Tax Rebate: Who's Eligible and How Much Could You Get?State Tax Here is the breakdown of the tax rebate in Georgia and the plan to lower income tax rates to 4.99%.
By Kate Schubel
State Tax -
Can You Afford Retirement in Greece? 3 Tax Benefits Make It PossibleRetirement Taxes Affordable luxury in the Mediterranean may be closer than you think. Here's how.
By Kate Schubel
Retirement Taxes -
How Long Should You Keep Tax Records?Tax Records The IRS hasn't gone away — so don’t destroy tax documents until the time limit for an audit runs out, or maybe even longer.
By Kate Schubel
Tax Records -
10 Cheapest Places to Live in VirginiaProperty Taxes The Commonwealth of Virginia has some cheap places to live. Here are a few if you hate paying property taxes.
By Kate Schubel
Property Taxes -
Will a $1,000 Overtime Deduction Restore Your Take-Home Pay?State Taxes Alabama's tax-free overtime has officially expired. We analyze the 2026 proposal to restore relief and whether a $1,000 deduction can offset the 22% surge in the cost of essentials.
By Kate Schubel
State Taxes
