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How AI Is Helping Modernize the IRS

After years of slow audits, taxpayer frustration, and seemingly endless mounds of paperwork, the IRS is now turning to artificial intelligence (AI) to overhaul its technology infrastructure, strengthen compliance, and improve taxpayer services.

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Federal Income Tax Returns Due for Most Individuals

The federal income tax filing deadline for most individuals is Wednesday, April 15, 2026.

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What Do Americans Do with Their Tax Refunds?

More than 100 million taxpayers — representing about 63% of individual returns — received refunds in 2025, with an average refund amount of$3,167.

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Don’t Overlook the Value of Social Security Survivor Benefits

Life insurance might play a central role in helping to protect your family’s financial future.

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There’s Still Time to Fund an IRA for 2025

The tax filing deadline is fast approaching, which means time is running out to fund an IRA for 2025.

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