Most Recent Manage Money News

Can the IRS Take My 401(k)?

Can the IRS Take My 401(k)?

Key Takeaways:  The IRS can seize your 401(k) if you’re eligible to withdraw funds. Retirement accounts are not immune to...

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Social Security Survivor Benefits and Taxes

Social Security Survivor Benefits and Taxes

Key Takeaways:  Social Security survivor benefits provide income to widows and eligible family members based on the deceased spouse’s earnings...

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How AI Tools Are Changing Tax Prep and What to Watch Out For 

How AI Tools Are Changing Tax Prep and What to Watch Out For 

Key Takeaways:  AI tools are changing tax prep by automating data entry, categorizing expenses, and helping users identify deductions faster. ...

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IRS Direct File: Recent News

IRS Direct File: Recent News

Tax season can be a daunting time for many Americans. The IRS hopes to ease taxpayer stress with its new...

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Why Did I Get a Refund from the IRS but Owe My State? 

Why Did I Get a Refund from the IRS but Owe My State? 

Key Takeaways:  Federal and state taxes are calculated separately, which can result in a refund from the IRS but a...

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Can the IRS Levy a Joint Bank Account?

Can the IRS Levy a Joint Bank Account?

Key Takeaways:   The IRS can levy a joint bank account if one account holder owes tax debt, but only...

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Tax Tips for Social Media Influencers

Tax Tips for Social Media Influencers

Social media influencers have become a prominent and lucrative part of the digital landscape. With millions of followers and lucrative...

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Back Taxes and Divorce: Who Pays What? 

Back Taxes and Divorce: Who Pays What? 

Key Takeaways:  Back taxes after divorce can be complicated because the IRS holds both spouses equally responsible for joint tax...

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Optima’s “Tax Show for People Who Owe” Builds Momentum as Go-to Resource for Taxpayers Facing IRS Debt

Optima’s “Tax Show for People Who Owe” Builds Momentum as Go-to Resource for Taxpayers Facing IRS Debt

Now in its fourth year, the bi-weekly YouTube series offers honest, engaging insights into IRS processes, tax debt solutions, and...

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Beyond Tax Relief: Optima Tax Relief Builds Stronger Communities Through Service

Beyond Tax Relief: Optima Tax Relief Builds Stronger Communities Through Service

Empowering employees and partnering locally to create lasting community impact  Optima Tax Relief, the nation’s leading tax resolution firm, continues...

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