Taxes
News, insights and expert analysis on taxes from the team at Kiplinger.
Explore Taxes
Latest
-

Are You 'Broke Planning'? 10 Frugal Habits People Are Using to Save in 2026
Tax Tips From California to New York, a new survey reveals where Americans are cutting costs. Here's how to pivot those "broke behaviors" into strategic tax advantages.
By Kate Schubel
Tax Tips -

15 States With the Highest and Lowest Tax Rates in 2026
State Tax High-tax states aren’t always the most expensive to live in, and low-tax states don’t always mean bigger savings. Here’s how tax burdens really compare across the U.S.
By Kelley R. Taylor
State Tax -

3 OBBBA Tax Provisions Wealthy Families Should Act on Now
The estate tax was repealed in 2010, meaning billionaires could pass on their wealth tax-free. OBBBA tax provisions aren't that, but high-net-worth families should still act.
By Eric W. Bond
-

Ohio Push to End Property Taxes in 2026: Who Benefits and Who Really Pays Instead?
Tax Law Ohio residents are watching a major tax debate unfold that could reshape how local communities are funded across the state.
By Kelley R. Taylor
Tax Law -

13 States With No Retirement Tax Ranked by How Much You Need to 'Retire Comfortably'
Retirement Taxes A $0 state income tax bill doesn’t always mean a cheaper retirement. See which states stretch your dollar further.
By Kate Schubel
Retirement Taxes -

The New Retirement Math: How an Active Lifestyle Can Lower Your 2026 Taxes
Retirement Taxes Avoid rising IRMAA surcharges and discover how volunteering and part-time work keep more of your Social Security benefits tax-free.
By Kate Schubel
Retirement Taxes -

This Critical Issue Could Cost Wealthy Families if No One Takes Control
As private equity consolidates the accounting industry, high-net-worth families with complex tax situations might want to set up centralized oversight.
By Kathleen Grace, CFP®, CIMA®, MPrA
-

This Counterintuitive Tax Move Could Save You (and Your Heirs) Thousands
Tax planning is a year-round effort that uses strategies like Roth conversions to reduce future bills, even if it means moving into a higher bracket temporarily.
By Jay Sharifi
-

This Proactive Tax Strategy Maximizes What You Actually Keep After Taxes
Integrating investment management and tax planning can make a big difference in the taxes you pay, especially during major financial events.
By Omar A. Morillo, CFP®, ChFC®, AIF®



