Tax Guides

148 guides, built from the primary documents. Pick a topic to filter.

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• Trade contractors
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• Roth conversions
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• Retirement
• IRS forms

• Contractor write-offsJul 1, 202611 min

  Advertising Tax Write Off for Contractors: Can You Deduct Truck Wraps, Online Ads, and Local Marketing?

  If you're an HVAC or roofing contractor spending money on Google Ads, truck wraps, yard signs, or Facebook campaigns, the short answer is yes — all of it is deductible...

• Contractor write-offsJul 1, 202613 min

  Buying a Work Truck? Every Vehicle Tax Write Off Contractors Get in 2026

  If you're a self-employed contractor and you're buying, financing, or operating a work truck, the vehicle tax write off for contractors is one of the largest deductions available to you...

• Roth conversionsJun 23, 20266 min

  SEPP vs Roth Conversion Ladder: The Exact Math for $60K/Year at Age 52 (2026)

  You got the severance package at 52. You have $1,020,000 in a traditional 401(k), and you need about $60,000 a year to cover expenses. Every dollar you pull from that...

• Roth conversionsJun 23, 20265 min

  You Graduated With Money Left in Your 529 Plan — Here Is How a 529 to Roth Rollover Works in 2026

  You graduated two years ago. Your parents opened a 529 plan back in 2008, and after tuition cleared out, there is still about $19,000 sitting in your name. Now you...

• Inherited IRAsJun 21, 20269 min

  How to Report an Inherited IRA Distribution (2026)

  You inherited an IRA from your father, who died in 2022 at age 74. The custodian sent you a Form 1099-R. You've been assuming you could wait until 2032 to...

• Inherited IRAsJun 21, 20268 min

  I Inherited a Roth IRA From My Parent — Do I Owe Taxes on It?

  Your parent left you a Roth IRA, and somewhere in the paperwork you saw the words “distribution” and “taxable” and your stomach dropped. Here’s the relief up front: in almost...

• Inherited IRAsJun 21, 20267 min

  I Was Told to Empty My Inherited IRA in 10 Years — But Am I an Eligible Designated Beneficiary?

  Everyone who inherits an IRA these days hears the same thing: you have ten years to empty it. For most people that’s true. But the law carved out five specific...

• Inherited IRAsJun 21, 202610 min

  I Inherited an IRA From My Spouse and I’m Not 59½ Yet — Should I Roll It Into My Own?

  Your spouse died, you’re in your early fifties, and the IRA is now yours. The custodian handed you a form that basically asks one question — do you want to...

• Inherited IRAsJun 21, 202612 min

  Who Should I Talk To After Inheriting an IRA — and What Should I Ask Them?

  Your parent died, you’re named on their IRA, and somewhere in the fog of the past few weeks you’ve realized this is going to need a professional. Fine — but...

• Inherited IRAsJun 21, 20269 min

  I Just Found Out I Missed RMDs on My Inherited IRA — Do I Take Them All at Once?

  You inherited your father’s IRA a few years back. You read — correctly, you thought — that the SECURE Act gave you ten years to empty it, so you left...

• Inherited IRAsJun 21, 20268 min

  Inherited IRA Withdrawal Strategy: How Much Should I Take Out Each Year While I’m Still Working?

  You inherited a large traditional IRA from a parent, you’re in the heaviest earning years of your career, and you have ten years to empty the account. Every dollar you...

• Inherited IRAsJun 21, 20269 min

  My Parent Wasn't Taking Their Required RMDs - How Does My Inherited IRA 10-Year Rule Work?

  You’re going through your father’s paperwork after the funeral, and you find the IRA statements. He turned 76 a couple of years ago, well past the age the IRS makes...