Latest articles by Kelley R. Taylor
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Inherited an IRA? Five Rules Every Beneficiary Should Know for 2025
Inherited IRA Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.
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GOP Eyes Taxes on Municipal Bond Interest: What You Need to Know
Tax Reform If the tax status of muni bonds changes, the impact on regular investors and state and local governments could be significant.
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Six Tax Breaks That Get Better With Age
Tax Breaks Depending on your age, several tax credits, deductions, and amounts change — sometimes for the better.
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Are Scholarships Always Tax-Free? What You Need to Know
Education Scholarships are generally tax-free if certain IRS and other requirements are met.
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State Tax Changes for 2025: Key Reforms and What They Mean for Your Finances
State Taxes It’s important to stay informed of state tax changes that can impact your budget.
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Will Trump's Education Dept. Order Hurt Scholarships and Key Tax Breaks?
Tax Breaks The Trump administration's efforts to abolish the Department of Education could impact tax policy, college affordability, and your wallet.
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Pink Tax: What Does Price Discrimination Cost Women?
Sales Tax The 'pink tax' is a form of price discrimination banned in many states that still costs women millions each year.
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SECURE 2.0 Act Summary: New Retirement Savings Changes to Know
Retirment Plans The SECURE 2.0 Act makes significant changes to retirement savings plans. Here's what you need to know.
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Maximizing Retirement: Seven Types of Tax-Free Income in 2025
Taxable Income Leveraging non-taxable income in retirement can help preserve your hard-earned money.
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Who’s Named First on Your Income Tax Return?
Tax Returns A new study says the order of names on a joint income tax return can provide insights about the people filing.
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Are 87,000 New IRS Agents Coming for Your Tax Dollars?
IRS Billions in funding for the IRS has some people worrying about IRS agents and audits.
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What Would a Government Shutdown Do to the IRS?
IRS With a government shutdown looming, some wonder how IRS operations will be affected.
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IRS Says File By April 15 for $1 Billion in Unclaimed Tax Refunds
Unclaimed tax refunds from 2021 are waiting for millions who might not know it.
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Capital Gains Tax Exclusion for Homeowners: What to Know
Tax Breaks The IRS capital gains home sale exclusion can be a valuable tax-saving tool if you are eligible.
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The Social Security Fairness Act and Your Taxes: Are You Prepared?
Social Security To maximize Social Security Fairness Act benefits, retirees will have to minimize unexpected tax burdens.
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When Are Estimated Tax Payments Due in 2025?
Tax Deadlines You make quarterly estimated tax payments to the IRS if you are self-employed or don’t have taxes withheld from your income for other reasons.
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EV Charger Tax Credit: What You Need to Know
Tax Credits The federal EV charger tax credit is back for now, with a few key changes to know.
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Colorado Tax Guide
State Tax State tax rates and rules for income, sales, property, gas, cigarette, and other taxes that impact Colorado residents.
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Retirement Income Tax and the IRS: What Retirees Need to Know for 2025
Retirement Income Several tax changes are happening that can impact how your retirement income is taxed at federal and state levels.
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What’s Happening With Taxes on Overtime Pay?
Income Tax Donald Trump’s proposal to eliminate overtime tax has ignited chatter.
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Seven Ways to Reduce Taxes on Social Security Benefits in 2025
Social Security Minimizing taxes on Social Security is an essential consideration for many retirees.
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How the EV Tax Credit Works
Tax Credits The EV federal tax credit of up to $7,500 can be complicated. Here's what you should know.
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New SECURE 2.0 Super 401(k) Catch-Up Contribution for Ages 60-63
Retirement Savings SECURE 2.0 changes will allow older workers to increase their retirement savings. Here's what you need to know.
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2025 Tax Deduction Change for Those Over Age 65
Tax Changes Adjustments to the extra standard deduction can impact the tax bills of millions of older adults.
Tax Changes
