5 Common Tax Errors That Could Delay Your Refund Small tax filing errors can slow your IRS refund. Learn five common mistakes -- including calculation errors -- that could end up delaying your money. GOBankingRates · Mar 14
Retirees Who Did This One Thing Have $1.6 Million More — Here’s What It Was Some retirees ended up with $1.6 million more by making one smart financial move. Here’s the key decision that made a massive difference in retirement wealth. GOBankingRates · Mar 14
What Your Tax Refund Could Earn Instead of Sitting With the IRS Many taxpayers celebrate a large refund. But that same money might have quietly earned interest or investment returns all year long. Kiplinger · Mar 14
I’m a Tax Specialist: The NIIT Rule High Earners Overlook Until It’s Too Late GOBankingRates explores all the in's and out's with this NIIT rule that large income earners should pay attention to sooner rather than later. GOBankingRates · Mar 13
I Asked ChatGPT Which IRS Rules Can Help Middle-Class Workers Keep More of Their Money Check out some of ChatGPT's top IRS rules and credits that can help middle-class workers keep more of their money this tax season. Read on to learn more. GOBankingRates · Mar 13
Stop Paying for Tax Prep — The 2026 Guide to Filing for Free Taxes don’t have to feel like a punch in the wallet every year. 2026 brings a fresh opportunity to skip expensive tax prep services and handle filings without spending a dime. For years, Americans have opened shiny mailers promising “easy filing” only to hand over $200, $300, or more for… Everybody Loves Your Money · Mar 13
7 IRS Letters Seniors Should Never Ignore This March Tax season often brings a stack of envelopes, but when one of them comes from the IRS, it deserves your full attention. Many seniors assume... Saving Advice · Mar 13
5 Steps To Take Now If Your Tax Refund Is Lower Than You Thought Is your tax refund is lower than expected? Here are the steps you can take right now to discover the reason and enact a solution. GOBankingRates · Mar 13
IRS Transcript Confusion: The Code That’s Slowing Refund Deposits You have been refreshing the Where is My Refund tool for days, only to see the same generic status bar. Frustrated, you decide to dig deeper into your official tax record. You are met with a wall of cryptic three-digit numbers. Honestly, looking at a tax transcript feels like trying… Budget and the Bees · Mar 13
I Asked a CPA What Investors Should Never Do To ‘Lower Taxes’ Trying to cut your taxes? A CPA warns investors to avoid these risky tax strategies that can trigger IRS penalties or fraud charges. Here's what to know. GOBankingRates · Mar 13
The Retirement Tax Break Couples Keep Missing Before The 15 April Deadline Learn how spousal IRAs can significantly boost your retirement savings by allowing contributions for non-working spouses. Don't miss out on this tax-advantaged opportunity. International Business Times UK · Mar 13
This Is How the 'Brady Bunch' Safety Net (aka a QTIP Trust) Protects Your Kids' Inheritance If you have a blended family, this estate planning tool can provide for your surviving spouse while passing assets to your children from a previous marriage. Kiplinger · Mar 13
Social Security Surprise: Why Some Retirees Are Seeing Smaller Net Payments You opened your first Social Security statement of 2026 expecting a boost from the recent cost-of-living adjustment. Instead, you likely noticed that your net take-home pay is lower than last year. It feels like a bait-and-switch when the government promises a raise that never arrives. This isn’t a mistake in… Budget and the Bees · Mar 12
IRS Refund Hold? These Identity Verification Steps May Be Required First You filed your taxes weeks ago and have been refreshing the ‘Where’s My Refund’ page every single day. You probably have a specific plan for that money, but the status bar hasn’t moved an inch. It is incredibly frustrating to feel like your refund is stuck in a government black… Budget and the Bees · Mar 12
Clever Dude · Mar 12 The Refund Scam Hitting During Filing Season and How to Avoid It Tax season attracts more than accountants, calculators, and piles of paperwork. It also attracts criminals who see refund money as low-hanging fruit waiting to disappear into the wrong hands. Every year, scammers launch aggressive schemes designed to intercept refunds or trick taxpayers into handing over sensitive information.
GOBankingRates · Mar 12 This One Simple Money Move Can Lower Your Tax Bill Before Filing GOBankingRates consulted with tax experts about the one simple money move people can do to lower their tax bill before filing this year.
GOBankingRates · Mar 12 I’m a Financial Advisor: 4 Ways To Reduce Taxes Before Retirement Starts Andrew Latham, financial advisor and director of content at SuperMoney, shared four tips to reduce taxes before you begin your golden years.
Kiplinger · Mar 12 Is That Really Your Grandkid Calling, or an AI Scam Trying to Rip You Off? 3 Tips to Protect Your Money AI has given fraudsters new tools that make it even easier to identify vulnerable retirees and steal their money. What can you do to stay safe?
Saving Advice · Mar 11 Why 1 in 4 New Home Sales Now Involve an IRS Gift Exclusion Buying a home has become dramatically harder over the past few years. With down payments rising and mortgage rates staying elevated, many first-time buyers simply...
International Business Times UK · Mar 11 Why Billionaires May Pay 20% Less Income Tax Than the Average American: The 'Buy, Borrow, Die' Strategy Explained Billionaires often use income-reducing strategies, like investing in stocks and real estate or taking out loans for ventures, to lower their tax liabilities.
Everybody Loves Your Money · Mar 11 Account Liquidation Alert: How to Transfer Large Balances Without Flagging the IRS Moving a large sum of money can feel intimidating, especially when people worry that the transfer itself might attract unwanted attention. In reality, the financial system is designed to track activity for transparency, not to punish ordinary transactions.
Kiplinger · Mar 11 Decluttering and Selling Your Stuff? What You Need to Know About Taxes Clearing out your collectibles or selling off the antique furniture Grandma left you could result in Uncle Sam wanting a cut of your windfall.
Budget and the Bees · Mar 11 IRS Warns One Overlooked Tax Credit Could Delay Refunds You filed your taxes early because you need that refund to pay down debt or cover an emergency expense. You check the IRS tracker every morning, hoping to see the status move to Approved. Yet, for millions of families, the wait is stretching much longer than expected in 2026. It…
GOBankingRates · Mar 11 I’m a CPA: Here’s Why ‘Close Enough’ Tax Math Can Cost You According to Rachel Richards, certified public accountant (CPA) and head of tax at the tax company Gelt, here's why "close enough" tax math can cost you.
International Business Times UK · Mar 11 Average US Tax Refund Jumps to $3,742 — But Millions of Americans Could Face Payment Delays Americans are set to receive bigger tax refunds this year, but they could be delayed for those opting for paper checks as the IRS transitions to fully electronic direct deposit payments.