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UNCOVERED: 9 - The Untold Story

If You're in or Near Retirement, You Need to Know These 4 Recent Tax Changes

The tax landscape has changed yet again, thanks to the OBBBA and SECURE 2.0, and four developments are particularly important for anyone in or near retirement.

Kiplinger

Silicon Valley legend Vinod Khosla has 'no plans to leave California' amid billionaire tax uproar—but he has another idea to fix the wealth loophole

Imagine a world where taxes just "go away" for everyone making less than $100,000 a year, Khosla told Fortune.

Fortune

I’m a Financial Advisor: These 7 Capital Gains Moves Can Quietly Increase Your Tax Bill

Financial advisors revealed seven capital gains mistakes that quietly increase tax bills. From selling too early to ignoring state taxes, here's what to avoid.

GOBankingRates

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Vinod Khosla thinks future presidential candidates should run on removing income tax for those making less than $100,000

The venture capitalist also wants to get rid of capital gains and treat all income as ordinary income to make up for the deficit.

Fortune

The ‘GENIUS Loophole’: How To Use the New Crypto Law To Pay Zero Capital Gains

Here's what experts said is actually going on behind the so-called "GENIUS Act loophole."

GOBankingRates

Your end-of-tax-year checklist to make your money go further in 2026

Using ISAs, pensions and checking your tax code should all be on your to-do list this month

The Independent UK

A 9.9% Washington Millionaire Tax is Here: What's Next for High Earners?

Washington’s tax structure is headed for another significant shift that involves "taxing the rich." Will more states follow?

Kiplinger

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Ted Cruz Urges Scott Bessent to Go Around Congress and Enact $200B Tax Cuts

Republican Sens. Ted Cruz and Tim Scott formally urged Treasury Secretary Scott Bessent to enact roughly $200 billion in tax cuts without the approval of Congress.

International Business Times

Could a New Billionaire Tax Plan Put $3,000 in Your Pocket?

Two prominent lawmakers are proposing to "tax the rich" and send some proceeds to taxpayers. Could it be a sign of things to come?

Kiplinger

Minister won't rule out tax change as Greens up demands

Falling building approvals have put the government further behind its housing supply targets, as Labor weighs up tax changes to ease affordability.

AAP

5 Tax-Smart Ways the Wealthy Rebalance Their Investment Portfolios

Tax season prompts portfolio rebalancing. Learn how wealthy investors limit their capital gains taxes while adjusting allocations for long-term returns.

GOBankingRates

A Newly Retired Couple With a Portfolio Full of Winners Faced a $50,000 Tax Bill: This Is the Strategy That Helped Save Them

Large unrealized capital gains can create a serious tax headache for retirees with a successful portfolio. A tax-aware long-short strategy can help.

Kiplinger

5 Retirement Tax Traps to Watch in 2026

Even in retirement, some income sources can unexpectedly raise your federal and state tax bills. Here's how to avoid costly surprises.

Kiplinger

Finally fixing capital gains tax is good – but linking it to another tax cut for Australia’s rich is bollocks

Undoing bad policy does not require rewarding those who have benefited from it

The Guardian - AU

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GOBankingRates

4 Tax Questions To Ask Before You Rebalance Your Portfolio

Before rebalancing your investment portfolio, learn how taxes, capital gains, wash-sale rules and account type can impact your returns and your taxes.

AAP

Labor luminary takes aim at housing tax breaks

Tax concessions for property investors are driving inequality and should be wound back, one of the key architects of the Hawke-Keating reforms says.

GOBankingRates

I Asked Grok How Billionaires Pay Hardly Any Taxes — Here’s What It Revealed

While Grok didn't uncover any secret loopholes, it did detail how the tax code structurally favors asset ownership, deferral and leverage, as opposed to income.

Kiplinger

I'm a Wealth Adviser: This Strategy Can Slash Your Taxes on Large Stock or Property Sales

Selling a major asset can result in huge capital gains taxes, but combining direct indexing with tax-loss harvesting can significantly reduce your tax bill.

Get all your
news in one place.

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GOBankingRates

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.

Kiplinger

How to Choose Between Look-Alike ETFs and Mutual Funds

If you're trying to choose between ETFs and mutual funds, some factors to help you decide are how you trade and the type of account you plan to use.

Reason

Washington's Millionaire Tax Is Economic Suicide

Washington has enjoyed decades of spectacular economic growth as a direct result of the absence of state income taxes. The new measure threatens to change all that.

Kiplinger

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.

GOBankingRates

I Sold Bitcoin and Owed This Much in Taxes — Here’s How To Calculate Yours

Sold bitcoin and got a tax shock? Learn how crypto capital gains are taxed and how to calculate what you may owe the IRS.

Kiplinger

I'm a Real Estate Investing Pro: This Is How to Use 1031 Exchanges to Scale Up Your Real Estate Empire

Small rental properties can be excellent investments, but you can use 1031 exchanges to transition to commercial real estate for bigger wealth-building.

The Guardian - AU

Will the government finally deliver a housing policy that stops making a bad situation worse?

The 5% deposit guarantee has done what everyone expected to housing affordability. But fixing the capital gains tax discount would be a great move

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