Taxes
How States Make Money On Sales Tax Audits
Why sales tax audits are increasing Recently – and especially after the 2018 Supreme Court decision in Wayfair) – states...
Repeatedly Choosing Easy but Boring — My Money Blog
Michael Burry, of “Big Short” fame, recently shut down his hedge fund and started a Substack with an educational goal....
Marginal Tax Rate vs. Effective Tax Rate: What’s The Difference?
Key Takeaways Marginal tax rate vs effective tax rate measures different things: the marginal rate applies to your last dollar...
Help Identify Capital Loss Opportunities — My Money Blog
Fidelity has a number of useful Tools & Calculators, most of which are open to everyone to use. However, their...
What Is a Tax Settlement? Options, Process & Eligibility
Key Takeaways: Tax Settlement Overview: Resolve IRS debt for less than the full amount through programs like Offer in Compromise,...
SoFi Plus Changes, New 5% Grocery Card, $325/4.20% APY Checking Bonus, $300-$1000 Loan Bonuses — My Money Blog
Update December 2025: SoFi announced some changes to their available features and what is only available with their SoFi Plus...
IRS Interest Rates Hold Steady for Q1 2026
The Internal Revenue Service (IRS) has announced that interest rates will remain unchanged for the first quarter of 2026, beginning...
Monthly Inflation-Adjusted Income — My Money Blog
Sometimes it seems like everyone just wants risk these days. Crypto. Sports gambling. Options trading, ETFs that magically yield 10%...
Ecommerce Takes the High Ground in Cyber Week Shopping
A new era for holiday retail For years experts have protected that one day ecommerce would surpass brick- and-mortar retail...
US vs. International Developed vs. Emerging Markets — My Money Blog
As 2025 winds down, you will probably read a lot of articles remarking how international stock indexes have outperformed US...
What Is the Alternative Minimum Tax (AMT)?
As taxpayers, we are accustomed to navigating the complex web of tax laws and regulations. One aspect that often takes...
Can You Use Your 401(k) to Pay Off Tax Debt Without Penalty? Optima Tax Relief
Key Takeaways Accessing your 401(k) to pay IRS tax debt is possible, but early withdrawals typically trigger income taxes and...
