This tax calculator is purpose-made for retirees. It covers everything relevant to retirees for 2026. It will be updated to include 2027 tax year shortly.
Latest Blog Posts
Better Than Venmo and Zelle: Transfer Money with ACH/EFT
Having an account that supports ACH to another person’s account makes it easy to transfer a larger amount than using Venmo or Zelle.
Which AI Calculates Taxes Correctly?
Whether AI can calculate taxes correctly depends on the complexity. An online tax calculator is faster and more accurate if you know which one to use.
AI Gives Better Answers Than Google
AI gives you a good baseline. The less you know about a subject, the more AI will help. Use AI for how to apply knowledge to your specific situation.
A Simple Annual Financial Review Template
We use this annual financial review template to recap the previous year and plan for the current and future years.
How I Bought a Home Without an Agent After the NAR Settlement
You can buy a home without a buyer’s agent and save a lot of money when you’re prepared. Here’s how I did it.
Real Life Experience with a Deferred Fixed Annuity (MYGA)
A deferred fixed annuity, aka MYGA, is like a CD issued by an insurance company. It worked as advertised but I’m not renewing or buying more.
Software for Business and Trust Tax Returns: 1041, 1065, 1120-S
H&R Block Business is inexpensive tax software for filing business and trust tax returns. Try it if you need to file a Form 1041, 1065, or 1120-S.
Building a Bond Ladder with Individual Bonds and ETFs
A bond ladder is helpful psychologically and for predictable cash flow. You can build one with individual Treasuries and TIPS and with ETFs.
ACA Health Plan Premiums When One Spouse Starts Medicare
The ACA health plan premiums may decrease, stay the same, or even increase when one spouse starts Medicare. Here’s why.