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2 Reasons You Shouldn’t Bank on a Higher Tax Refund in the Future

2 Reasons You Shouldn’t Bank on a Higher Tax Refund in the Future

by Ryan Shumaker | Feb 23, 2026 | Blog

According to early IRS filing data, the average tax refund is over 14% higher so far this filing season compared to the same time last year, and the average refund is projected to be over $1,000 more. While many treat their tax refund like a spring bonus, the reality...
How the Big Beautiful Bill Raises Taxes on Retirement Accounts

How the Big Beautiful Bill Raises Taxes on Retirement Accounts

by Ryan Shumaker | Aug 14, 2025 | Blog

The nine most terrifying words in the English language are “I’m from the government and I’m here to help,” according to Ronald Reagan. Shortly after the Big Beautiful Bill passed, the Social Security Administration sent out an email to all with an online account that...

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