FOUND: 13 - You Need To See This

4 Common Investing Mistakes Can Quietly Raise Your Tax Bill

Smart investing can quietly trigger higher taxes. Learn which common habits drive surprise tax bills and how to avoid costly mistakes this tax season.

GOBankingRates · Mar 1

State of the Union: How Trump’s Economic Agenda Could Affect 401(k)s, IRAs and Social Security Checks

President Donald Trump has proposed a new savings plan for millions of private-sector workers who have no employer-sponsored retirement plan. 

GOBankingRates · Feb 28

Trump revealed a new retirement savings plan - will you benefit from it?

‘We will match your contribution with up to $1,000 each year,’ Trump said during his State of the Union speech this week

The Independent UK · Feb 27

“Backdoor Roth” Alert: The IRS Rule Change That Could Close Your Favorite Tax Loophole

Spring savers and high‑income earners are suddenly on edge, and for good reason: a quiet IRS shift may threaten the future of the backdoor Roth strategy millions rely on. For years, the backdoor Roth has been the go‑to workaround for people who earn too much to contribute directly to a…

Dinks Finance · Feb 23

How Much More You Can Stash in Your 401(k) and IRA in 2026

The IRS raised 2026 IRA and 401(k) contribution limits. See the new contribution caps, income phaseouts, catch-up rules and how much workers should save.

GOBankingRates · Feb 23

I Asked ChatGPT How Retirees Can Lower Their Lifetime Taxes — Here’s What It Said

With tax season in full swing, I looked ahead to retirement planning with the IRS on my mind.

GOBankingRates · Feb 21

I'm a Financial Planner: This Is How You Can Legally Divorce the IRS for the Rest of Your Life

With some careful planning focused on the standard deduction, retirees who have large sums in tax-deferred accounts can avoid unpleasant tax bills and even part ways with the IRS for good.

Kiplinger · Feb 20

These Q1 Tax Moves Could Claw Back a Ton of Money From Last Year

Tax Day will be here before you know it. If you're worried about a looming tax bill or want to maximize your refund amount, there are Q1 tax moves you can make right now to settle up from the previous...

GOBankingRates · Feb 18

I'm an Opportunity Zone Pro: This Is How to Deliver Roth-Like Tax-Free Growth (Without Contribution Limits)

Investors who combine Roth IRAs, the gold standard of tax-free savings, with qualified opportunity funds could enjoy decades of tax-free growth.

Kiplinger · Feb 18

Planning for Early Retirement

First – thanks for all the thoughtful comments on my last post, Teaching Teens to Budget! There was great dialogue in the comments and I can’t wait to give a one-month update after this month passes (February is our first month with this experiment in effect).

Blogging Away Debt · Feb 16