Tax Tips
Latest
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IRS Phasing Out Paper Checks: Here's What to Know in 2026
Tax Changes IRS tax refunds and Social Security paper checks are typically delivered online now. Will that impact your money?
By Kate Schubel
Tax Changes -
California Retirement Tax 2026: Is the 'Social Security Shield' Enough?
State Taxes The Golden State won't touch your Social Security, but high rates on pensions and IRAs tell a different story. Can you afford retirement in California?
By Kate Schubel
State Taxes -
How Bonuses Are Taxed: What to Know About the Bonus Tax Rate
Income Tax Tax withholding rules mean a portion of your bonus won’t make it into your bank account.
By Kelley R. Taylor
Income Tax -
The Wash Sale Rule: Six Things to Know to Avoid Tax Pitfalls
Investing The wash sale rule is important when you are selling and rebuying stocks to offset losses.
By Kelley R. Taylor
Investing -
How to Calculate Taxes on Social Security Benefits
Social Security The federal government can tax up to 85% of your Social Security benefits, so it's good to know how those taxes are calculated.
By Kelley R. Taylor
Social Security -
Don’t Make These 5 Common Mistakes on Your Tax Return
Tax Filing The IRS warns taxpayers to watch out for these common errors as they prepare to file.
By Gabriella Cruz-Martínez
Tax Filing -
Kentucky Tax Guide
State Tax State tax rates and rules for income, sales, property, gas, cigarette, and other taxes that impact Kentucky residents.
By Kelley R. Taylor
State Tax -
5 Retirement Tax Traps to Watch in 2026
Retirement Even in retirement, some income sources can unexpectedly raise your federal and state tax bills. Here's how to avoid costly surprises.
By Kelley R. Taylor
Retirement -
IRS Reveals New 2026 Child Tax Credit and other Family Credit Amounts
Tax Credits Key family tax breaks are higher for 2026, including the Earned Income Tax Credit and the Adoption Credit. Here's what they're worth.
By Kate Schubel
Tax Credits
