Hayden Nichols5 min read
Excise Tax Explained: What It Is and How It Works
Excise taxes quietly raise the price of gas, cigarettes, and plane tickets, and even show up as penalties in retirement accounts. Here's how they work and who actually pays.
Fortune Recap — Taxes Made Clear: Brackets & Deductions
Hayden Nichols5 min read
Hayden Nichols4 min read
States With No Tax on Retirement Income
Some states tax every dollar of retirement income, others tax none of it. Here's where Social Security, pensions and IRA withdrawals go furthest, and where they don't.
Hayden Nichols1 min read
2026 Tax Bracket Changes: What They Mean for Retirees Finances
Why Withdrawal Order Matters in Retirement Patrick Huey, a CFP and owner of Victory Independent Planning, said the sequence in which retirees pull money from different accounts can make a…
Hayden Nichols4 min read
Trump Tax Bill SALT Deduction Change Could Impact High Earners
A new law raises the SALT deduction cap to $40,000 for many households through 2029. Here is who actually benefits and how to decide whether itemizing makes sense.
Diego Morris5 min read
Tax Refund: 6 Proven Strategies To Boost Your Return
From adjusting your W4 to bunching charitable donations, small moves made before year end can meaningfully boost your tax refund. Here's what actually works and who qualifies.
Blake Davis5 min read
Tax Documents You Should Always Keep for Your Records
Filed your taxes and ready to toss the paperwork? Not so fast. Some documents, from proof of filing to home improvement receipts, need to stick around for years, or forever.
Hayden Nichols6 min read
First Time Tax Filing Essential Tips
Filing your first tax return means gathering income documents, choosing the correct filing status, calculating your adjusted gross income, and submitting your return by April 15, either electronically, on paper,…
Diego Morris5 min read
File Taxes Early: Why It Pays to Beat the Deadline
Filing taxes early can mean a faster refund, less fraud risk, and more breathing room if you owe money. Here is what you need, how the filing options compare, and…
Hayden Nichols4 min read
How to File Taxes for Side Hustle Income Correctly
Side hustle income is taxable even without a 1099. Here is how self employment tax, deductions, and quarterly payments work together to keep gig earners compliant.
Diego Morris4 min read
Ignoring Your Taxes Can Cost You Later
We've had many offer in compromise rejections reversed in Appeals,