February 2026

Three people discuss a floor plan for an inherited property at a desk; one is holding a pen, another points at the plan, and house keys are visible on the table—highlighting decisions around property during the great wealth transfer.

Great Wealth Transfer with Inherited IRAs: Avoid Costly Tax Mistakes with the Right Strategy

You’re living through one of the biggest shifts in wealth ever—trillions moving from older generations to younger ones. A lot of this money is tucked away in retirement accounts. If you end up inheriting an IRA, you’re taking on both a windfall and a set of rules you can’t ignore. It’s crucial to know the […]

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A house with a red-tiled roof has several solar panels installed on one side, taking advantage of the credits before the 2026 Home Energy Credit Sunset, all under a clear blue sky.

2026 Home Energy Credit Sunset: Impact, Deadlines & Next Steps

You have a limited window to claim valuable federal tax breaks for home upgrades before they disappear. Most major residential energy tax credits end for projects placed in service after December 31, 2025, which means 2026 marks the sunset for homeowners who wait. If you plan to install solar panels, upgrade insulation, or add a

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