News, insights and expert analysis on taxes from the team at Kiplinger.
Retirement Legislation proposed by Sen. Bernie Sanders would also change taxes on investment income and earnings.
By Kelley R. Taylor
Tax Deductions The extra standard deduction can help older adults reduce their taxable income.
By Kelley R. Taylor
A financial adviser's most valuable work often happens outside your investment portfolio, from multiyear tax planning to stress-testing your financial plan.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
Financial advisers will need to help clients navigate the new QCD landscape while waiting on the IRS to make the paperwork available.
By Myles J. McHale, Jr. AIF®, CRPP®
Tax Credits Annual IRS inflation adjustments have increased the adoption tax credit amounts. Here's what's new.
By Gabriella Cruz-MartÃnez
It's normal to feel some uncertainty about the way shifts in Congress could affect your retirement, taxes and Social Security. Here's what to keep in mind.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
Tax Changes Adjustments to the extra standard deduction can impact the tax bills of millions of older adults. Here are some new amounts to know for 2027.
By Kelley R. Taylor
Tax Credits The refundable amount for workers with or without children is slightly higher this year. Here’s what you need to know.
By Gabriella Cruz-MartÃnez
Tax Breaks Most people claim the standard deduction on their federal tax return instead of itemizing deductions. How much can you claim?
By Kelley R. Taylor
