Taxes
News, insights and expert analysis on taxes from the team at Kiplinger.
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What Eliminating the Social Security Tax Cap Would Mean for High EarnersTax Policy Some lawmakers are calling for higher payroll taxes for certain workers to help save Social Security from insolvency.
By Kelley R. Taylor
Tax Policy -
After-Tax Returns: The Metric Most Investors MissIf you're ignoring private markets, you could be missing out on legal, tax-efficient strategies that boost after-tax returns without adding extra risk.
By Kelly Ann Winget
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Essential Financial To-Dos for 11 of Life’s Big MilestonesSome milestone moments are cause for popping some bubbly and calling your accountant. These are the financial considerations that accompany certain life events.
By Mary Ware, CFP®, CIMA®, CDFA®
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How to Avoid Capital Gains With a Charitable Remainder TrustA charitable remainder trust can help if you're anxious to escape a concentrated stock position without a capital gains tax hit.
By Klaus Gottlieb, Esq.
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5 Times You Should Absolutely Not Do a Roth ConversionRoth conversions are useful in the right circumstances, but "always convert" is a dangerous motto. Here are five situations where a Roth is a deal-breaker.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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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
