Rocky Mengle

Senior Tax Editor, WealthUp

Rocky has been covering federal and state tax developments for over 25 years. During that time, he has provided tax information and guidance to millions of tax professionals and ordinary Americans. As Senior Tax Editor for WealthUp from Jan. 2023 to Feb. 2024, Rocky spent most of his time writing and editing online tax content.

Before working for WealthUp, Rocky was a Senior Tax Editor for Kiplinger, where he wrote and edited tax content for Kiplinger.com, Kiplinger’s Retirement Report and The Kiplinger Tax Letter. Prior to his time at Kiplinger, Rocky was a Senior Writer/Analyst for Wolters Kluwer Tax & Accounting. In that role, he managed a portfolio of print and digital state income tax research products, led the development of various new print and online products, authored white papers and other special publications, coordinated with authors of a state tax treatise, and acted as media contact for the state income tax group (where he was quoted as an expert by USA Today, Forbes, U.S. News & World Report, Reuters, Accounting Today, and other national media outlets). Before that, Rocky was an Executive Editor at Kleinrock Publishing, which provided tax research products for tax professionals. At Kleinrock, he directed the development, maintenance, and enhancement of all state tax and payroll law publications, including electronic research products, monthly newsletters, and handbooks.

Rocky has a law degree from the University of Connecticut and a B.A. in History from Salisbury University.

Taxes

How to File a Tax Extension [Postpone Taxes to Oct. 15, 2024]

Taxes

Don’t Miss the RMD Deadline … Or You Could Be Hit With a Stiff Penalty

Taxes

10 States That Tax Social Security Benefits [2024]

Taxes

Tax Day 2024: When Is the Last Day to File Taxes?

Taxes

When Are Taxes Due? [2024 Tax Deadlines]

Taxes

Estimated Tax Due Dates [2024 Tax Year]

Taxes

How You Can Still Lower Your 2023 Taxes

Taxes

Federal Tax Brackets and Rates [2023 + 2024]

Taxes

Tax Season Is Underway: The IRS Is Now Accepting and Processing 2023 Tax Returns

Taxes

Child Tax Credit Would Rise Under Bill Passed By House

Taxes

How to Get Your Tax Refund Fast

Taxes

9 Benefits of Filing Taxes Early

Taxes

8 Free Tax Filing Options for 2024

Taxes

Tax Preparation Checklist [Get Ready For Your 2023 Tax Return]

Taxes

Does My Child Have to File a Tax Return This Year?

Taxes

Do You Have to File Taxes This Year?

Taxes

Child Tax Credit FAQs [What Every Parent Needs to Know]

Taxes

Earned Income Tax Credit (EITC) – How Much, Eligibility + More

Taxes

Avoid a Terrible Tax Preparer: Insider Tips to Find a Great Pro

Taxes

11 Ways to Avoid Taxes on Social Security Benefits

Taxes

2 States Repeal Tax on Social Security Benefits [Do You Live In One of Them?]

Taxes

Capital Gains Tax: What Is It, Rates, Home Sales + More

Taxes

Kiddie Tax: What Is It, Who Must Pay, How Much + More

Taxes

10 “Most Serious” IRS Problems Taxpayers Face

Taxes

How Are Social Security Benefits Taxed?

Planning Money

RMDs for Roth 401(k) Accounts No Longer Required

Planning Money

529-to-Roth IRA Rollovers Are Possible Starting This Year

Taxes

$842.4 Million Powerball Winner in Michigan: How Much Tax Must Be Paid?

Taxes

Give Cash This Holiday Season … And Cut Your Estate Tax Bill

Taxes

IRS Erases $1 Billion In Back Tax Penalties

Taxes

What’s the Tax on Lottery Winnings?

Investing Money

Roth IRA vs. 529 Plan: Which Is Better For College Savings?

Taxes

New 1099-K Threshold Delayed (Again): How Are You Impacted?

Taxes

IRS Releases Standard Mileage Rates for 2024

Taxes

Best Alternatives to 529 Plans [Other College Savings Options]

Taxes

Student Loan Interest Deduction: How Much, Eligibility + More

Taxes

10 Year-End Tax Planning Tips to Lower Your 2023 Tax Bill

Taxes

11 Education Tax Credits and Deductions [2023 + 2024]

Taxes

How to Give Stocks as a Gift in a Tax-Efficient Way

Taxes

Saver’s Credit: What Is It, How Much, Who’s Eligible + More

Taxes

What’s Your Capital Gains Tax Rate? [2023 + 2024]

Taxes

What Is the Standard Deduction? [2023 + 2024]

Planning Money

SEP IRA Contribution Limits [2023 + 2024]

Taxes

Charitable Tax Deduction: What to Know Before Donating

Planning Money

Retirement Plan Contribution Limits and Deadlines for 2023

Managing Money Planning Money Taxes

401(k) Contribution Limits for 2024 [Save More Next Year]

Planning Money Taxes

Tax-Loss Harvesting: How Investors Can Cut Their Tax Bill

Taxes

Gift Tax Exclusion Rises $1,000 Next Year [Give More In 2024]

Taxes

Estate Tax Exemption Jumps $690K for 2024

Planning Money Taxes

IRA Contribution Limits for 2024: Save More Next Year for Retirement

Taxes

Student Loan Interest Deduction When Parents Make Payments

Taxes

Tax Deadlines Delayed Following Attacks in Israel

Taxes

Reminder: 2023 Tax Extension Deadline Is Oct. 16

Taxes

5 Tax Deadlines That Fall on October 16

Taxes

30 Tax Statistics and Facts That Might Surprise You

Taxes

American Opportunity Tax Credit: Eligibility, Amount + More

Planning Money

HSA Contribution Limits [2023 + 2024]

Planning Money

What Is a UGMA Account? [Can You Open One in 2023?]

Planning Money

What to Do With Unused 529 Funds [5 Tax-Saving Options]

Taxes

Is Summer Camp Tax Deductible in 2023?

Investing Money

529 Qualified Expenses: How to Spend Your Education Savings