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Roth conversion

Roth Conversion Ladder for Early Retirement

The Roth conversion ladder lets early retirees access retirement funds penalty-free before age 59.5. Convert traditional IRA funds and wait five years for tax-free withdrawals.

3 min readRoth conversion
RMD

Required Minimum Distributions (RMDs) 2026

Starting at age 73, you must take required minimum distributions from retirement accounts. Missing the deadline triggers a 25% penalty. Here is what you need to know.

3 min readRMD
small business

Year-End Tax Moves for Small Business Owners

From equipment purchases to retirement contributions, small business owners have powerful year-end tax moves. These strategies must happen before December 31.

3 min readsmall business
tax-loss harvesting

Tax-Loss Harvesting Before Year End: A Checklist

December is your last chance to harvest investment losses to offset gains. Follow this checklist to maximize tax savings before the year closes.

3 min readtax-loss harvesting
dividends

Dividend Taxes: Qualified vs Ordinary Dividends

Qualified dividends are taxed at capital gains rates while ordinary dividends are taxed as regular income. The holding period determines which rate applies to your dividend income.

3 min readdividends
estimated taxes

June 15 Estimated Tax Payment: Complete Guide

The second quarterly estimated tax payment is due June 15. Here is how to calculate what you owe and avoid underpayment penalties from the IRS.

3 min readestimated taxes
penalty abatement

Penalty Abatement: Getting IRS Penalties Removed

First-time penalty abatement removes penalties for taxpayers with a clean history. Reasonable cause abatement covers illness, disasters, and other circumstances. Learn how to request relief.

3 min readpenalty abatement
SALT

SALT Deduction Cap: How It Affects Your Taxes

The $10,000 SALT deduction cap limits how much state and local taxes you can write off on federal returns. Learn workarounds including pass-through entity elections available in many states.

3 min readSALT
landlord

Best Tax Software for Landlords and Rental Income

Rental property owners need software that handles Schedule E, depreciation, and multiple properties. We rank the best tax software options for landlords in 2026.

4 min readlandlord
inherited IRA

Inherited IRA Rules 2026: The 10-Year Rule

Non-spouse beneficiaries must empty inherited IRAs within 10 years under current rules. Annual RMDs may also apply. Understand the distribution requirements to avoid penalties.

3 min readinherited IRA
expat

Working Abroad: Foreign Earned Income Exclusion

US citizens working overseas can exclude up to $126,500 in foreign earned income from federal taxes in 2026. Learn the bona fide residence and physical presence tests.

3 min readexpat
scams

How to Avoid Tax Scams During Filing Season

Tax scams surge every filing season with fake IRS calls, phishing emails, and fraudulent preparers. Learn the red flags and how to protect yourself from tax fraud.

3 min readscams

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