Qualified Charitable Distributions Explained

Qualified Charitable Distributions Explained

The information in this article is up to date for tax year 2026 (returns filed in 2027). Qualified Charitable Distributions (QCDs) are one of the most tax‑efficient ways for retirees to support the causes they care about. If you’re age 70½ or older, a QCD allows you...
Who Can File as a Qualifying Surviving Spouse?

Who Can File as a Qualifying Surviving Spouse?

The information in this article is up to date for tax year 2026 (returns filed in 2027). If your spouse passed away, you might be eligible for the qualifying surviving spouse tax filing status. This status lets widows use the same tax rates and deductions as married...
6 Tips for Safeguarding Tax Records

6 Tips for Safeguarding Tax Records

Once you finish filing your taxes, your job isn’t over. Protecting your tax records is essential for preventing identity theft, staying prepared for IRS audits, and ensuring you can access important financial information when you need it. Every year, taxpayers lose...
What States Have No Income Tax?

What States Have No Income Tax?

The information in this article is up to date for tax year 2026 (returns filed in 2027). More and more people are seeking ways to keep more of their hard-earned money. One of the most common strategies is moving to a state that doesn’t impose personal income...