Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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The Private Annuity Sale: A Smart Way to Reduce Estate Taxes
In a private annuity sale, you transfer a highly appreciated asset to an irrevocable trust in exchange for a lifetime annuity.
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This High-Performance Investment Vehicle Can Pump Up Wealth
Leave online real estate investing to the beginners. Accredited investors who want real growth need the wealth-building potential of Delaware statutory trusts.
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This Is the Retirement Phase Nobody Talks About
What you do in the five years before retirement and the first 10 afterward can establish how comfortable you'll be for the rest of your life.
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Gen X Turns 60: It's Time to Remix Your Retirement Playlist
If you want a worry-free retirement, you can't keep playing the same old song. You need to freshen up your financial strategies, as well as your music.
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This 3-Part Retirement 'Crash Plan' Helps Cushion Turbulence
Having a plan ready to go when markets get wild — covering how you'll handle income, rebalancing and taxes — can be the ultimate retirement secret weapon.
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The 10-Year Rule for Inherited IRAs
Kiplinger Tax Letter The IRS’ interpretation of the 10-year clean-out rule on inherited IRAs can be complicated.
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Here's How to Plan This Year's Roth Conversion
While time is running out to make Roth conversions before the end of the taxable year, consider taking your time and developing a long-term strategy.
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Four Times You Need a Second Opinion on Your Financial Plan
Is your financial plan fit for purpose — or is your adviser peddling an outdated strategy? When you see these red flags, it's time for a second opinion.Evan
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7 Practical Steps to Kick Off Your 2026 Financial Planning
It's time to stop chasing net worth and start chasing real worth. Here's how to craft a plan that supports your well-being today and in the future.
