Taxes
News, insights and expert analysis on taxes from the team at Kiplinger.
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Big Retiree Tax Blunders: Including the Roth Conversion TrapYour 60s can be the most valuable decade in your life, but far too many people miss valuable tax planning opportunities that can lower their lifetime tax bills.
By Jeremy Keil, CFP®, CFA®, CKA®
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7 New Tax Brackets Proposed for High Earners: Who Would Pay More?Tax Policy Is it time to add more federal income tax brackets? A new analysis says yes.
By Kelley R. Taylor
Tax Policy -
Ask the Editor: What are Qualified Dividends and MoreAsk the Editor Our Kiplinger Tax Letter Editor answers readers' tax questions on investments, including one on the definition of qualified dividends.
By Joy Taylor
Ask the Editor -
7 Tax Breaks and Strategies Gen X May Often OverlookTax Breaks Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.
By Chrissy Paradis
Tax Breaks -
How Charitable Donations Can Reduce Your TaxesTax Breaks Donating this year? See whether claiming a charitable donation could be right for you.
By Gabriella Cruz-Martínez
Tax Breaks -
The Hidden Costs of Inheriting an Investment PortfolioInheriting a portfolio isn't as straightforward as it may seem. Taxes, missed IRA deadlines and high fees can impact how much you'll actually receive.
By Coryanne Hicks
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Is High-Yield Savings Account Interest Taxable? What to Know for 2026Savings Accounts Think a high-yield savings account is a good idea? Don’t forget taxes on savings account interest.
By Kate Schubel
Savings Accounts -
States Sending 'Stimulus' Checks in 2026Rebate Checks Some people are receiving one-time state rebate checks. Is your state sending money?
By Kelley R. Taylor
Rebate Checks -
Diversifying With Direct Energy Beyond 60/40For the right investors, direct oil and gas investing offers diversification beyond stocks and bonds and meaningful tax advantages. Should you go for it?
By Jay R. Young
