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Estate Taxes
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States Where Retirees Pay No Sales Tax on Groceries or Everyday Essentials
1+ day, 3+ hour ago (302+ words) State sales taxes can quietly reshape a retiree’s budget. See where groceries and other essentials get lighter tax treatment—and where costs add up....
Up to 85% of Your Social Security Gets Taxed Once Combined Income Crosses $34,000. The Middle-Class Trap Most Seniors Miss
19+ hour, 57+ min ago (909+ words) Most retirees assume they paid into Social Security long enough to collect their checks without another tax bill waiting. The reality hitting middle-class seniors hard has everything to do with a formula that hasn't budged in decades. In order to…...
The Tax Rich Business Owners Skip That W-2 Workers Can't: How S Corp Profits Escape the Medicare Surtax
20+ hour, 18+ min ago (1154+ words) A salaried worker and a business owner can earn the same income doing the same job, yet face a completely different Medicare tax bill. The reason comes down to a legal labeling trick built into the tax code that one…...
A New IRS Reporting Change Could Leave IRA Owners Unprotected on Charitable Distributions - Here’s What to Do
1+ day, 2+ hour ago (536+ words) A change in IRS reporting protocol is raising questions for retirees. Qualified charitable distributions (QCDs) may help some retirees reduce their tax liability, support a cause they believe in, and save money in retirement. However, the IRS has implemented a…...
Selling the House She Bought for $140,000 in 1988 Will Cost a 74-Year-Old $90,000, Thanks to a Tax Break Frozen Since 1997
1+ day, 3+ hour ago (768+ words) She spent decades in the same house, watched its value soar, and assumed a comfortable, tax-free exit was waiting for her. A call from her CPA ended that assumption fast. A widow in her mid-70s bought a modest home in 1988 for…...
Trump Accounts Face Dec. 31 Deadline — But Employer Contributions Could Create New Tax Planning Trap
2+ day, 17+ hour ago (40+ words) Trump Account contributions face a Dec. 31 deadline, but employer deposits and paycheck deferrals could create a tax-planning complication for workers making 2026 contributions. Trump Accounts, also known as 530A accounts, are tax-deferred accounts for children. For 2026, the annual......
30-Year TIPS Yield Nearly 3% Above Inflation. At 71, the Inflation Protection Itself Can Make More of His Social Security Taxable.
1+ day, 19+ hour ago (508+ words) TIPS are supposed to shield retirement savings from inflation, but for retirees in taxable accounts, the very mechanism that provides that protection can quietly pull more Social Security income into the IRS's reach before a single dollar of principal ever…...
Tax planning with parents: 6 legal ways to reduce your tax outgo
2+ day, 9+ hour ago (708+ words) Tax benefits for parents: HRA, health insurance and gift tax rules explained Photo: Shutterstock...
I'm Downsizing for Retirement and Will Net $640k From My Home Sale. How Can I Reduce Capital Gains Taxes?
3+ day, 7+ hour ago (778+ words) Selling your longtime home and downsizing in retirement is a common practice for people entering their golden years. While profits from a home sale are considered capital gains, the IRS typically allows you to exclude part of the profit – if…...
Opinion | Raising the payroll tax would not fix Social Security
2+ day, 11+ hour ago (91+ words) Breaking news and analysis on politics, business, world, national news, entertainment and more. In-depth DC, Virginia, Maryland news coverage including traffic, weather, crime, education, restaurant reviews and more. As Congress stares down the estimated 2032 insolvency date for the main Social…...