It’s Tax Time—Beware of Scams
From phishing emails and smishing texts to fake “refund” notices and IRS impersonation calls, identity thieves ramp up their efforts this time of year. One click on the wrong link can lead to fraudulent tax returns, stolen refunds, and long-term financial headaches that take years to resolve.
Supreme Court Rules Against Emergency Tariffs and Administration Responds
The Supreme Court ruled 6–3 that tariffs imposed under IEEPA were unlawful. What does that mean for businesses, refunds, and what could come next? We break down the decision, the administration’s response, and practical considerations
Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
Could you be missing an opportunity to supercharge your Roth savings? While Roth IRA contributions are limited—and phased out at higher income levels—some employer plans allow after-tax contributions and in-service withdrawals, opening the door to a strategy known as the mega backdoor Roth.
What Americans Should Know About Olympic Medals, Prize Money, and Taxes
As we enjoy the Milan–Cortina 2026 Olympic games, here’s a question most fans never ask: Are Olympic medals & prize money taxed? For most U.S. athletes, federal tax on medals & USOPC bonuses is gone—but income limits, state taxes & endorsements complicate the picture.
Federal Tax Filing Season Has Started
Tax season is officially underway. The IRS is now accepting 2025 tax returns, and this year brings several important changes. Get the key dates, filing tips, and highlights from the One Big Beautiful Bill Act so you can file with confidence and avoid surprises.
Don’t Take the Bait: Top Tax Scams in 2025
Tax season brings opportunity for scammers, too. The IRS’s annual “Dirty Dozen” list highlights the most common tax scams—from phishing emails to fake credits and ghost preparers. Knowing what to watch for can help protect your identity, your refund, and your peace of mind.
Tax Season Is Coming, Here’s What to Know
Being organized now gives you more time to uncover deductions, understand new 2025 tax law changes, and plan ahead—not just file. From expanded credits to major updates under the One Big Beautiful Bill Act, preparation matters more than ever.
Q&A on RMDs: Rules, Timing, and Tax Impact
Once you reach a certain age, the IRS requires withdrawals from traditional IRAs and employer retirement plans, and those distributions can have real tax consequences.
2026 Annual Limits Relating to Financial Planning
Stay ahead in 2026 with our Annual Financial Planning Limits Guide—your go-to reference for the key numbers that shape smart financial decisions throughout the year.
Taxing Social Security Benefits: Clearing the Confusion
Social Security benefits weren’t changed by the One Big Beautiful Bill Act—but your tax picture might be. OBBBA introduces a new senior deduction that could lower taxable income for many retirees and reduce how much of their benefits are taxed. Here’s what the law does (and doesn’t) do, and what it means for seniors through 2028.