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How to Set Up an IRS Payment Plan If You Can’t Pay Your Taxes

How to Set Up an IRS Payment Plan If You Can’t Pay Your Taxes

If you want to pay your entire tax bill at once but don't have the money, what do you do? This article explains some of your options!

The Right Marginal Income Tax Bracket To Contributing Or Converting To A Roth IRA

The Right Marginal Income Tax Bracket To Contributing Or Converting To A Roth IRA

To explore whether to convert funds to a Roth IRA, check out NewRetirement. It's Roth Conversion Explorer tool enables you to test out your Roth IRA …

Investment Taxes 101: Capital Gains, Dividends, Tax Loss Harvesting, & More

Investment Taxes 101: Capital Gains, Dividends, Tax Loss Harvesting, & More

Short-term capital gains? Qualified dividends? Tax loss harvesting? Strap in, people, we’re taking a cruise down the chocolate river of all things in…

What Should You Do With Your Tax Refund (By Financial Situation!)

What Should You Do With Your Tax Refund (By Financial Situation!)

In this episode of the Personal Finance Podcast, we're gonna talk about what you should do with your tax Refund by financial situation. Join Our New…

Do I Have To File Taxes In Multiple States?

Do I Have To File Taxes In Multiple States?

If you earn income in multiple states, do you have to file taxes in multiple states as well? The answer isn't easy, but here's a guide.

Think You Might Owe the IRS in April? 3 (Easy!) Ways to Lower Your Tax Bill

Think You Might Owe the IRS in April? 3 (Easy!) Ways to Lower Your Tax Bill

One of the trickiest things about investing in retirement accounts is that by the time you know how much you could’ve contributed for a tax break, it…

Best Crypto And NFT Tax Software For 2023

Best Crypto And NFT Tax Software For 2023

Crypto and NFT tax software can calculate the taxes you owe on your various blockchain transactions. These are our top picks for 2023.

260: Rookie Reply: When Can You Refinance and How to AVOID Taxes on a Home Sale w/Amanda Han

260: Rookie Reply: When Can You Refinance and How to AVOID Taxes on a Home Sale w/Amanda Han

When can you refinance your home? How do you avoid taxes when selling a property? And is there a legal limit on when you can raise rent? Unfortunatel…

Friday Flight - Netflix Crackdown, Big Game Gambling, & Reduced Tax Refunds #630

Friday Flight - Netflix Crackdown, Big Game Gambling, & Reduced Tax Refunds #630

Time for a Friday Flight- our sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out th…

The Ideal Amount Of Passive Income To Make And Invested Capital To Accumulate Based On Tax Rates

The Ideal Amount Of Passive Income To Make And Invested Capital To Accumulate Based On Tax Rates

Join 55,000+ others and sign up for the free Financial Samurai newsletter and posts via e-mail. Financial Samurai is one of the largest independently…

02.02.23  Tax Filing Options: A Clark Guide  /  Maximize Your Savings

02.02.23 Tax Filing Options: A Clark Guide / Maximize Your Savings

Tax season time and documents are rolling in. Hiring a CPA, using Free File, TurboTax… you have filing options. Clark helps you choose the right one …

379: Finance Friday: Stock-Based Compensation Explained and Tax Traps to Avoid

379: Finance Friday: Stock-Based Compensation Explained and Tax Traps to Avoid

For the entry-level worker, employee stock options may seem completely foreign. But for most tech workers, this is commonplace and can be highly lucr…

Tax Credit vs. Tax Deduction: Which Is Better?

Tax Credit vs. Tax Deduction: Which Is Better?

We break down a tax credit vs. deduction and show you which one is better and which one saves you more money on taxes.

255: How to (Legally) Avoid Taxes by Investing in Real Estate w/Amanda Han

255: How to (Legally) Avoid Taxes by Investing in Real Estate w/Amanda Han

Everyone wants to know how the rich avoid taxes. You hear about it on the news, “billionaire pays zero dollars in taxes this year,” or “this real est…

Friday Flight - Tax Loopholes, Savers' Paradise, & Shopper Revolts #621

Friday Flight - Tax Loopholes, Savers' Paradise, & Shopper Revolts #621

Time for our Friday Flight! These episodes are a sampling of the week’s financial news and the impact on your personal finances. There are a lot of h…

01.19.23   Tax Season Reminders  /  Funding Priorities & Your Mortgage

01.19.23 Tax Season Reminders / Funding Priorities & Your Mortgage

Tax season is upon us with a better staffed IRS expected this year. Clark has a few reminders before you file. Also in today’s show - Clark has alway…

Best Free Tax Software In 2023

Best Free Tax Software In 2023

A lot of tax software companies advertise "free", but who really offers free tax filing? We break it down today!

Best Tax Software For 2023 (Awards Show)

Best Tax Software For 2023 (Awards Show)

We break down the best tax software for 2023 based on your tax situation - from stock market investor, to landlord, to free options!

01.09.23    New tax rules on 529 plans /  New Energy Credits

01.09.23 New tax rules on 529 plans / New Energy Credits

Clark’s first in a series about new tax rules in effect: A GREAT development with 529 plans may change your decisions on how to save for college. Als…

Ask HTM - Cash with an Online Bank, Revenue Credits on a Target Date Fund, & Paying Taxes on Hobby Income #616

Ask HTM - Cash with an Online Bank, Revenue Credits on a Target Date Fund, & Paying Taxes on Hobby …

We’re kicking off the week by answering listener questions! And if you have a question that you’d like for us to answer on the show, we’d love for yo…