Personal Finance
I Learned These Tax Extension Lessons The Hard Way
Forbes Staff
Tax season can be busy. Here’s what taxpayers should know about filing for extension, making payments and planning for the unexpected.
2026 Tax Stories To Watch: Filing Season, ACA Tax Credits And Tariffs
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7 Million Student Loan Borrowers Likely To See Payments Jump Very Soon
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Staffing The Future Of Federal Prisons
The Bureau of Prisons has a problem attracting new workers. However, there are no easy answers and a tough environment is as much to blame as low salaries.
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Are Your Social Security Benefits Taxable This Year?
A growing number of retirees have been paying federal tax on their benefits. A new $6,000 per person senior deduction reduce taxes for some seniors, but doesn’t change the way Social Security is taxed.
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Student Loans In SAVE Plan Thrust Into New Uncertainty After Major Court Ruling
A federal court on Friday injected new uncertainty into the years-long legal battle over the future of the SAVE plan, a popular repayment plan for federal student loans.
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IRS Filing Season Still Trails 2025, But Refunds Are Up More Than 10%
Tax returns received and processed remain slightly below last year’s pace, even as the average refund climbs to $3,804.
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Moving On After Prison, Making A Contribution And Reducing Costs
Many federal inmates, particularly at federal prison camps, go on to do amazing work and become better members of society. Tax payers are getting a payback from some.
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When Is It Too Late To Start Saving For Retirement?
Is it ever too late to save for retirement? A closer look at the $1,000 savings statistic, 401(k) catch-up rules, and strategies for starting after 50.
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Bureau Of Prisons Challenges Remain After Trump’s State Of The Union
The Bureau of Prisons, despite all of its issues, is once again being pushed to the side. Staffing shortages and crumbling buildings still dominate under Trump.
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Tax Returns Need Extra Diligence After IRS Cuts, Warn Tax Advisors
This is not the year to slack off on your tax return. IRS technology reliably catches errors, but the Trump admin's IRS staff cuts mean resolving issues could take years.
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I Learned These Tax Extension Lessons The Hard Way
Tax season can be busy. Here’s what taxpayers should know about filing for extension, making payments and planning for the unexpected.
Forbes Staff
How Would Trump’s Retirement Savings Idea Work For You?
In some respects, Trump’s idea is less generous than current law. Still, he'd fill some gaps for higher-income people who do not have sufficient savings for old age.
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The New AI Is Starting To Sound Like The Old Dot Com
Once again, companies don’t need to prove their ability to make money to attract investors, and that’s something you might wish to avoid.
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Trump Says Tariffs Can Replace The Income Tax. They Can’t.
Import taxes raise vastly less revenue than the income tax. If import duties offset any income taxes, government would be moving money from your left pocket to your right
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Automatic Discharges Of Student Loans To Proceed After Dual Court Wins
Student loan borrowers notched two major court victories this week, paving the way for automatic discharges of federal student loans.
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Is Mortgage Preapproval Worth It? Pros, Cons, And Best Practices
This article explores how a mortgage preapproval works, highlighting the benefits and drawbacks, and lists key best practices to help you use it wisely.
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IRS Struggled To Onboard New Hires Even Before Current Woes, Report Finds
A TIGTA report found that thousands of IRS new hires during the agency’s 2024 expansion lacked training and equipment, raising concerns about the tax filing season.
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Why HSAs May Be The Missing Link Between Health And Retirement Planning
For decades, retirement planning has focused on saving aggressively, investing consistently and preparing for rising healthcare costs. HSAs help change the conversation.
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Some Student Loan Borrowers May Soon Receive Refunds Worth Thousands
Many student loan borrowers may soon be receiving unexpected refund checks in the mail, in some cases totaling hundreds or even thousands of dollars. Here's why.
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Forget A Bifurcated Economy, It’s Now Trifurcated
The upper-income households are doing great, the middle ones are getting by, the lower-income households are seeing the earth erode underneath them.
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Tax-Loss Harvesting Through Direct Indexing
The S&P 500's performance often diverges from that of its constituents. Direct indexing takes advantage of this by harvesting losses stocks with losses.
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