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SHOCKING: 3 - You Need To See This

At What Point Does Saving More for Retirement Stop Improving Your Life?

Saving more for retirement usually sounds like one of those financial rules that nobody should question. More money in the account can mean more flexibility later, but pushing every spare dollar toward retirement can also leave the present feeling strangely underfunded. The real question is not whether saving more helps,…

The Free Financial Advisor

Everything Veterans Should Know About Tax Exemptions Based on Disability

A VA disability rating can affect far more than a monthly benefit payment. For many veterans, that rating can also open the door to valuable tax advantages, including tax-free VA disability compensation and, depending on the state, significant property tax relief. The tricky part? Not every benefit follows the same…

Everybody Loves Your Money

How to know if you are 401(k) rich or poor

Making 401(k) withdrawals is allowed by the IRS but dipping into retirement savings for emergencies is a bad sign

The Independent UK

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The Opportunity Zone 2.0 Nomination Guide Is Officially Out: This Is What Investors Need to Know Now

The new IRS guidelines for Opportunity Zone 2.0 bring key rule changes and enhanced incentives for rural investments. Here is what investors need to know.

Kiplinger

Two Couples Have $1 Million Saved. Only One Can Comfortably Retire. Here’s Why.

Two couples each have $1 million tucked away for retirement, yet only one may feel comfortable handing in the keys to the office. That sounds strange at first because a million dollars still looks like a very large pile of money, especially when the goal involves leaving work rather than…

The Free Financial Advisor

What Happens With Taxes When You Inherit a House

When you inherit a home, understanding key IRS rules and state tax impacts can save you thousands.

Kiplinger

You’re 55 and Get Laid Off: What Should You Do With Your 401(k) Before Touching It?

Getting laid off at 55 can make a 401(k) suddenly look less like a retirement account and more like an emergency escape hatch. That reaction makes sense, especially when a paycheck disappears and bills keep arriving with impressive dedication, but cashing out immediately can create a much bigger problem down…

Clever Dude

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What Would Break Your Retirement Plan First?

A retirement plan rarely collapses because someone buys one too many cups of coffee. The bigger threats usually arrive quietly: a market downturn early in retirement, an unexpected health expense, inflation that refuses to behave, or a spending habit that looks harmless until it gets multiplied across decades. The uncomfortable…

The Free Financial Advisor

'It’s hard to know exactly what the objective of DOGE was': Former IRS boss warns Elon Musk’s cuts to the tax agency will be felt in years to come

Beginning in February 2025, DOGE slashed more than a quarter of the IRS’s 100,000-person workforce.

Fortune

When Is It Finally Okay for Retirees to Stop Saving Money?

Saving money becomes almost automatic after decades of being told to prepare for retirement. Then retirement actually arrives, and a strange question emerges: Are you...

Saving Advice

IRS Keeps Interest Rate at 7% for Taxpayers Who Owe Money in Late 2026

Taxpayers carrying an unpaid federal tax balance will continue facing a 7% annual interest rate through the end of 2026.

The Free Financial Advisor

Labor Department Clears $16.2 Million Property Sale Involving Hawai‘i Pacific Health Retirement Plan

The U.S. Department of Labor has granted a federal exemption allowing the Hawai‘i Pacific Health Retirement Plan to sell a Honolulu property to Straub Clinic...

Saving Advice

25-Year-Old Has Sent 300 Job Applications Since Layoff: $25K Savings Could Run Out in 3 Months

The financial impact of early 401k withdrawals, including the 10% penalty, age rules, and emergency fund options. How to navigate job loss and manage retirement savings effectively.

International Business Times UK

Jeff Bezos Wants Half of Americans To Pay No Income Tax, Says They Account for Just 3%

Jeff Bezos wants the bottom 50% of US earners exempt from federal income tax, citing their 3.26% share of individual income-tax receipts

International Business Times UK

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The Free Financial Advisor

Should You Give Your Children Their Inheritance While You’re Still Alive?

An inheritance can arrive at exactly the wrong time. A child might receive a large sum at 65, when the mortgage has disappeared and retirement looks comfortable, while the same money could have made a dramatic difference at 35, when student loans, childcare bills, or a first home compete for…

The Free Financial Advisor

Your Financial Advisor Wants You to Roll Over Your 401(k) – Ask These 7 Questions First

A financial advisor recommending a 401(k) rollover can make the move sound almost laughably simple: transfer the money, open the new account, pick investments, and carry on with retirement planning. But moving retirement money changes more than the account number on a statement, so the decision deserves more scrutiny than…

The Economic Times

IRS Adoption Credit 2026: Can eligible families claim up to $17,670 per child with Form 8839 and $5,120 refundable?

The IRS Adoption Credit 2026 can provide up to $17,670 per eligible child for qualifying adoption expenses. The IRS raised the maximum from $17,280 in 2025. Families may also have up to $5,120 of refundable Adoption Credit. Form 8839 helps eligible taxpayers calculate the credit. But $17,670 is a maximum,…

The Economic Times

Can the IRS EITC 2026 really deliver up to $8,231? Check these income and child rules before filing Form 1040

The IRS EITC 2026 can put up to $8,231 back into the hands of eligible workers. But it is not a payment for everyone. Your earned income, filing status and qualifying children determine the amount. The Earned Income Tax Credit is refundable. So, even workers with little or no federal…

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The Economic Times

IRS final notice of Intent to Levy: What 30 days means before the IRS can seize money or property

The IRS Final Notice of Intent to Levy is a serious warning. It can come before the IRS takes money or property to collect an unpaid tax debt. The notice usually gives taxpayers 30 days to seek a hearing. They may also pursue an IRS payment plan, dispute the debt,…

Kiplinger

The Retirement Move That's Quietly Taxing Your Social Security to the Max (and How Early Roth Conversions Can Help)

This is how you can sidestep the "Social Security tax torpedo," a common issue where tax-deferred retirement accounts unexpectedly increase your tax burden.

The Free Financial Advisor

7 Reasons Taking the Pension Lump Sum Could Be the Wrong Move

A pension lump sum can look awfully appealing when the number arrives on paper. One big check feels tangible, flexible, and somehow more satisfying than a monthly deposit that quietly shows up for years.

Kiplinger

Your Big IRA Could Become a Big Tax Problem for You, Your Spouse and Your Heirs

If you start optimizing your taxes now, you can head off the inevitable tax consequences waiting for you when RMDs kick in — and when your family inherits.

The Free Financial Advisor

Your Parents Left You Their IRA: 6 Rules That Can Make an Inherited IRA Surprisingly Complicated

Inheriting an IRA can feel like receiving a financial gift with one tiny catch: the gift comes with a rulebook. The account may contain a meaningful amount of money, but the IRS controls how and when many beneficiaries can take it out, and those rules depend on who inherited the…

The Independent UK

Group blasts Trump’s ‘baseless’ threats of $5B defamation lawsuit over National Guard report he didn’t like

Center for American Progress CEO Neera Tanden says the president is trying to ‘silence’ the group with yet another First Amendment threat

The Free Financial Advisor

IRS Proposes New Eligibility Rules for Refundable Payments From 4 Tax Credits

The Internal Revenue Service and the Department of the Treasury have issued a notice of proposed rulemaking that would classify the refunded portion of certain federal refundable tax credits as a “Federal public benefit” under the Personal Responsibility and Work Opportunity Reconciliation Act of 1996 (PRWORA). The proposal was published…

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