Taxes
News, insights and expert analysis on taxes from the team at Kiplinger.
Explore Taxes
Latest
-
Ask the Editor: Capital Gains and Tax Planning
Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on capital gains tax rates and end-of-year tax planning
By Joy Taylor
Ask the Editor -
Time Is Running Out to Make the Best Tax Moves for 2025
Don't wait until January — investors, including those with a high net worth, can snag big tax savings for 2025 (and 2026) with these strategies.
By Jeremiah H. Barlow, MBA, JD, LLM (Tax)
-
Social Security Benefits Quiz : Do You Know the IRS Tax Rules?
Quiz Social Security benefits often come with confusing IRS tax rules that can trip up financially savvy retirees and near-retirees.
By Kelley R. Taylor
Quiz -
Year-End Retirement Tax Planning Actions if You Have $1 Million or More
Consider implementing these four strategies before December 31 to potentially improve your tax situation for this year and the future.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
-
Is a New $25,000 Health Care Tax Deduction Coming in 2026?
Tax Policy A proposal from GOP Sen. Josh Hawley is adding to the chatter about health care affordability.
By Kelley R. Taylor
Tax Policy -
Costco Sues Over Trump Tariffs: What Could That Mean for Prices in 2026?
Tariffs The retailer is making headlines not just for its famous hot dog and gold bars but for suing the Trump administration over tariffs.
By Kelley R. Taylor
Tariffs -
3 Year-End Tax Strategies for Retirees With $2M to $10M
To avoid the OBBB messing up your whole tax strategy, get your Roth conversions and charitable bunching done by year's end.
By Evan T. Beach, CFP®, AWMA®
-
'Politics' Is a Dirty Word for Some Advisers: That's Not Cool
Your financial plan should be aligned with your values and your politics. If your adviser refuses to talk about them, it's time to go elsewhere.
By Maggie Kulyk, CRPC®, CSRIC™
-
To Move Abroad, Choose an Adviser Who Sees Both Sides of the Border
Working with a cross-border financial planner is essential to integrate tax, estate and visa considerations and avoid costly, unexpected liabilities.
By Alex Ingrim, Chartered MCSI
