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SECURE Act

SECURE Act 2.0: Retirement Tax Changes for 2026

SECURE Act 2.0 raised the RMD age, created Roth employer matches, and added emergency savings provisions. Here are the changes that affect your retirement taxes in 2026.

Mar 16, 20263 min readSECURE Act

energy credits

Energy Tax Credits for Home Improvements 2026

Solar panels, heat pumps, insulation, and energy-efficient windows can qualify for federal tax credits up to $3,200 per year. Plan installations before year end.

Mar 16, 20263 min readenergy credits

estimated taxes

September 15 Estimated Tax Payment Guide

The third quarterly estimated tax payment is due September 15. Here is how to recalculate your payments based on your actual year-to-date income.

Mar 16, 20263 min readestimated taxes

Coverdell

How to Use a Coverdell ESA for Education Taxes

Coverdell Education Savings Accounts offer tax-free growth for K-12 and college expenses with more flexibility than 529 plans. Here is who should use one.

Mar 16, 20263 min readCoverdell

side hustle

Side Hustle Tax Tracker: Free Spreadsheet Guide

A simple spreadsheet can save you hours at tax time and hundreds in missed deductions. Here is how to set up an income and expense tracker for side income.

Mar 16, 20263 min readside hustle

tax law

New Tax Law Changes Effective in 2027

Several tax provisions are set to change in 2027 including the potential expiration of TCJA provisions. Here is what taxpayers should watch for and plan around.

Mar 16, 20263 min readtax law

education

Education Tax Credits: AOTC vs Lifetime Learning

The American Opportunity Tax Credit provides up to $2,500 for the first four years of college. The Lifetime Learning Credit covers $2,000 for any post-secondary education. Compare both.

Mar 16, 20263 min readeducation

retirement

Tax-Free Retirement Income: Strategies That Work

Roth accounts, HSAs, municipal bonds, and life insurance are all sources of tax-free retirement income. Here is how to build a tax-efficient retirement plan.

Mar 16, 20263 min readretirement

AI Tax Software: Is It Ready for 2026 Filing?

Artificial intelligence is transforming tax preparation. We evaluate AI-powered features in TurboTax, H&R Block, and newer competitors for accuracy and value.

Mar 16, 20263 min readAI

HSA

HSA Year-End Contribution Strategy for 2026

You have until April 15, 2027 to make HSA contributions for 2026. But contributing before December 31 gives you the full tax benefit this year.

Mar 16, 20263 min readHSA

head of household

Filing Taxes as Head of Household: Requirements

Head of Household status offers wider tax brackets and a higher standard deduction than Single filing. You must be unmarried, pay more than half of household costs, and have a qualifying dependent.

Mar 16, 20264 min readhead of household

baby

Having a Baby: Tax Credits and Benefits for Parents

A new baby means a new dependent, Child Tax Credit, and possibly the Earned Income Tax Credit. Learn every tax benefit available to new parents in 2026.

Mar 16, 20263 min readbaby

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