Author: Surya Padhi, EA

How Every Retirement Account Is Taxed When You Die

Most people spend years thinking about how much they will leave behind and almost no…
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Rollover IRA vs. Backdoor Roth IRA: Which Retirement Strategy Is Right for You in 2026?

By Surya Padhi, EA, CAASure Financial & Tax Services Retirement terminology can be confusing, especially…
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NRI vs. OCI: Understanding the Key Differences Before Investing in India

A Complete Guide to Citizenship, Property Ownership, FEMA Rules, and Tax Planning By Surya Padhi,…
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Retirement Account Withdrawals: Rules, Best Practices, and Strategies for 2026

By Surya Padhi, EA, CAA | Sure Financial & Tax Services Building a retirement portfolio…
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2026-Donor-Advised Funds (DAFs): A Smart Tax Strategy for Charitable Giving in 2026

By Surya Padhi, EA, CAA | Sure Financial & Tax Services Giving to charity is…
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7 IRS Red Flags That Could Increase Your Chances of an Audit in 2026

By Surya Padhi, EA, CAA | Sure Financial & Tax Services Every year, millions of…
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401(k) vs. Roth IRA vs. Traditional IRA: Which Retirement Account Is Right for You in 2026?

By Surya Padhi, EA, CAA | Sure Financial & Tax Services Saving for retirement is…
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Your 2026 Paycheck: How to Check If You’re Withholding the Right Amount of Tax

Surya Padhi, EA, CAA | Sure Financial & Tax Services Most tax refunds happen for…
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The Retirement Income Order of Operations: A Tax-Smart Guide to Retirement Withdrawals

By Surya Padhi, EA, CAA | Sure Financial & Tax Services Retirement isn’t just about…
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10 Types of Income the IRS Doesn’t Tax in 2026: What Every Taxpayer Should Know

By Surya Padhi, EA, CAA | Sure Financial & Tax Services When most people think…
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