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Last-Minute Tax Reminders for 2026
Last-Minute Tax Reminders for 2026
Get organized and reduce stress this tax season with these essential last-minute reminders for filing your 2025 tax return efficiently and accurately.
February 18, 2026
2
min read
The Tax Torpedo: A Hidden Risk in Retirement Planning
The Tax Torpedo: A Hidden Risk in Retirement Planning
Discover how the Tax Torpedo can unexpectedly increase your retirement tax rate and learn strategies to mitigate its impact with proper planning.
January 27, 2026
3
min read
New Tax Rules in 2026: What They Mean for Your Financial Plan
New Tax Rules in 2026: What They Mean for Your Financial Plan
Discover how the new 2026 tax rules impact your retirement savings, deductions, and overall financial plan, especially for high earners and retirees.
January 20, 2026
4
min read
Phantom Income: When the IRS Taxes You on Money You Never Received
Phantom Income: When the IRS Taxes You on Money You Never Received
Understanding phantom income is crucial for tax planning, especially near retirement. Learn how to manage taxable income you never received.
December 17, 2025
2
min read
Three Tax Planning Moves Worth Reviewing Before Year-End
Three Tax Planning Moves Worth Reviewing Before Year-End
Review key tax moves before year-end to optimize your retirement strategy, including RMDs, Roth conversions, and tax-loss harvesting for a secure financial future.
December 15, 2025
3
min read
When Roth 401(k) Contributions Actually Make Sense
When Roth 401(k) Contributions Actually Make Sense
Choosing between Traditional and Roth 401(k) contributions depends on your current and future tax situation, income pattern, and retirement timeline for optimal tax efficiency.
December 8, 2025
2
min read
“Taxes Will Be Higher Later”—Why This Prediction Never Seems to Arrive
“Taxes Will Be Higher Later”—Why This Prediction Never Seems to Arrive
Why the oft-repeated prediction of higher future taxes never seems to materialize and how to make financial decisions based on current facts rather than uncertain forecasts.
November 19, 2025
1
min read
How I Think About Beating the IRS Without Breaking the Rules
How I Think About Beating the IRS Without Breaking the Rules
Learn how to use tax rules to your advantage and maximize your retirement savings without breaking the law. Discover smart strategies for effective tax planning.
October 22, 2025
3
min read
Smart Year-End Moves That Could Lower Your 2025 Tax Bill
Smart Year-End Moves That Could Lower Your 2025 Tax Bill
Explore seven Q4 tax planning strategies to minimize 2025 taxes, enhance portfolio efficiency, and align your retirement plan with your CPA.
October 15, 2025
3
min read
The Overlooked Window for Smarter Tax Planning
The Overlooked Window for Smarter Tax Planning
Take control of your tax planning with strategic moves like Roth conversions, RMD management, charitable giving to maximize your retirement savings.
August 27, 2025
2
min read
Posts about Taxes:
Most people assume the tax brackets they see are the tax brackets they’ll pay in retirement.
There’s an old line that tax complexity is a tax all by itself. That idea feels especially true...
Every so often, someone is surprised by a tax bill that doesn’t seem to line up with the cash they...
As the year winds down, certain financial decisions quietly become time-sensitive. While good...
Lately I’ve seen more people shift their 401(k) contributions from Traditional to Roth. Sometimes...
I’ve been hearing the same prediction for more than twenty years: taxes are going to be higher in...
When most people talk about “beating the IRS,” they imagine loopholes, secret tricks, or someone...
As the leaves start to turn and the air gets a little crisper, most people are thinking about...
Most people don’t think about taxes until spring, when the filing deadline is around the corner....