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How 2025 Tax Changes Could Reshape Real Estate Investing
It’s not exactly breaking news: Taxes change. But what’s brewing for 2025 could be the biggest shake-up in real estate tax policy in a generation. An…
House Reconciliation Bill Tax And Education Features
Breaking down the House Ways and Means Committee Budget Reconciliation Bill, as it relates to higher education, student loans, and education tax bene…
“No Tax On Tips” Bill Clears Senate With Zero Opposition
The Senate passed the No Tax on Tips Act, allowing workers to deduct up to $25K in reported tips from income taxes. The post “No Tax On Tips” Bill Cl…
Can You Use the Same Tax Loopholes as Billionaires to Slash Your Tax Bill?
You can stamp your foot and complain about the wealthy using loopholes to lower their tax bills. Or you can learn those tax loopholes yourself. Try t…
No, Taxes Won’t Derail Your FIRE: Here’s What You’ll Really Pay in Retirement
Taxes in retirement have been called a “silent wealth killer” for those pursuing FIRE—but does the data tell a different story? If you’re worried abo…
Misunderstanding These Real Estate Tax Strategies Could Cost You Thousands
REPS and short-term rental exceptions are among the most powerful—and misunderstood—tools in a real estate investor’s tax strategy. Misapplying them …
House Tax Bill Adds MAGA Accounts And Expands 529 Plans
Breaking down the House Ways and Means Committee Budget Reconciliation Bill, as it relates to higher education, student loans, and education tax bene…
How Real Estate Investors Will Be Affected If the Tax Cuts & Jobs Act Expires
While everyone is focused on President Trump’s tariffs, the clock is ticking on one of the most significant tax reforms in recent history. Many provi…
13 Ways to Screw Up Tax-Loss Harvesting
It's amazing all of the different ways people can screw up tax-loss harvesting. Let's outline a few mistakes to help others avoid them. The post 13 W…
Congress Moves To Extend Key Tax Benefits For Disabled Americans
House tax bill would extend 529 ABLE account perks for savers with disabilities, allowing more flexibility. The post Congress Moves To Extend Key Tax…
Tax Plan Extends Some Tax-Free Student Loan Forgiveness
Proposed GOP House tax bill extends tax-free loan forgiveness only for death and disability, leaving out other student loan forgiveness programs. The…
The Ultimate Military Tax Strategy Guide
The Ultimate Military Tax Strategy Guide From Military To Millionaire The Ultimate Military Tax Strategy Guide: Save Thousands and Maximize Your Retu…
How to Create Huge Tax Savings Funding Your Kid’s College (& FIRE on Time!)
Paying for college is one of the biggest financial hurdles families face—even as you’re chasing or approaching FIRE. What’s the smartest way to save …
Get Your Tax Bill Down
Answering reader questions about tax-loss harvesting, tax implications for changing your 529 beneficiary, gift tax rules, tax withholdings, and the h…
Congress Moves To Make All Pell Grants Tax-Free
Lawmakers propose expanding Pell Grant use and tax credit eligibility. The post Congress Moves To Make All Pell Grants Tax-Free appeared first on The…
Federal Income Tax Brackets And IRS Tax Tables For 2025
Are you wondering what the 2025 Federal Tax Income Brackets are, and where you land on the IRS tax table? Here's a chart and other things to keep in …
FIRE in San Francisco: Updated Projections After Taxes, Social Security, and Housing Scenarios
I received many questions after concluding in my post “How Much is Enough to FIRE in San Francisco” that $5,654,000 was enough to cover m…
How to Tax-Loss Harvest with Vanguard
Tax-loss harvesting is a strategy where you sell losing positions to get a tax deduction. Here's how to tax-loss harvest with Vanguard. The post How …
Can Trump Revoke Harvard’s Tax-Exempt Status?
Trump says Harvard should lose tax-exempt status. Can he? Federal law limits executive power over the IRS. The post Can Trump Revoke Harvard’s Tax-Ex…
Average Tax Refund Rises To $3,116 In 2025
Average tax refund climbs to $3,116 as IRS processes over 101 million returns. Here's what the latest IRS statistics tell us about taxes in 2025. The…