Rocky Mengle

Senior Tax Editor, Young and the Invested

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 Young and the Invested from Jan. 2023 to Feb. 2024, Rocky spent most of his time writing and editing online tax content.

Before working for Young and the Invested, 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

What’s the Average Tax Refund This Year?

Taxes

Car Loan Interest Deduction: Do You Qualify?

Taxes

8 States That Tax Social Security Benefits

Taxes

How to File a Tax Extension [Postpone Taxes to Oct. 15, 2026]

Managing Money

Check Out the New 401(k) Contribution Limits for 2026 [Save More for Retirement]

Taxes

“No Tax on Overtime” Deduction: How Does It Work?

Taxes

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

Taxes

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

Taxes

Do You Have to File Taxes This Year?

Taxes

Tax Prep Checklist [Get Ready to File Your 2025 Tax Return]

Taxes

Estimated Tax Due Dates [2026 Tax Year]

Taxes

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

Taxes

American Opportunity Tax Credit: Eligibility, Amount + More

Taxes

4 New Tax Deductions In the ‘One Big Beautiful Bill’

Taxes

11 Ways to Avoid Taxes on Social Security Benefits

Taxes

“No Tax on Tips”: The New Tip Deduction Explained

Taxes

When Are Taxes Due? [2026 Tax Deadlines]

Taxes

Our Guide to the New Senior Tax Deduction

Taxes

When and How to Adjust Your Tax Withholding

Taxes

New SALT Deduction Cap: How It Works and Who It Helps

Planning Money

Are RMDs Required If You’re Still Working?

Taxes

How Are Social Security Benefits Taxed?

Taxes

Estate Tax Exemption Increases for 2026

Planning Money Taxes

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

Taxes

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

Taxes

10 Year-End Tax Planning Tips to Lower Your 2025 Tax Bill

Taxes

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

Retirement Planning

Retirement Plan Contribution Limits and Deadlines for 2025 + 2026

Planning Money

SEP IRA Contribution Limits [2025 + 2026]

Planning Money Retirement Planning Taxes

Here Are the New IRA Contribution Limits for 2026

Taxes

What’s Your Capital Gains Tax Rate? [2025 + 2026]

Taxes

What Is the Gift Tax Exclusion for 2026?

Taxes

Federal Tax Brackets and Rates [2025 + 2026]

Taxes

What Is the Standard Deduction? [2025 + 2026]

Taxes

30 Tax Statistics and Facts That Might Surprise You

Taxes

What’s the Tax on Lottery Winnings?

Taxes

11 Education Tax Credits and Deductions

Taxes

Best Alternatives to 529 Plans [Other College Savings Options]

Planning Money

HSA Contribution Limits for 2025 + 2026

Taxes

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

Taxes

Tax Day 2025: When Is the Last Day to File Taxes?

Planning Money

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

Taxes

Student Loan Interest Deduction When Parents Make Payments

Taxes

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

Planning Money

What Is a UGMA Account? [Can You Open One in 2024?]

Planning Money

RMDs for Roth 401(k) Accounts No Longer Required

Investing Money

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

Taxes

Student Loan Interest Deduction: How Much, Eligibility + More

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

Is Summer Camp Tax Deductible?

Investing Money

529 Qualified Expenses: How to Spend Your Education Savings