Topic

Estimated Taxes

2 articles

Estimated Taxes for Investors: Quarterly Payments and Safe Harbors

Investment income such as capital gains, dividends and interest is not subject to paycheck withholding, so large amounts can leave you owing tax and a penalty at filing time. This guide explains who must make estimated payments, how the IRS safe harbors work, and the main ways to pay.

October 22, 2026 6 min read

Taxes & Investing

How Retirement Income Is Taxed: Social Security, 401(k), IRA and Pensions

Retirement does not end income tax; it changes where the bill comes from. Here is how the IRS treats Social Security benefits, traditional and Roth withdrawals, pensions, required minimum distributions and taxable investment accounts, plus how withholding and estimated payments work.

October 19, 2026 6 min read