Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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9 Tax Surprises Retirees Don't See Coming Until It's Too LateMost of these tax surprises are avoidable, but many retirees aren't ready for the shift in how and when taxes show up in retirement. These strategies can help.
By Kyle Hammerschmidt, Investment Adviser
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When Are Estimated Tax Payments Due in 2026?Tax Deadlines You make quarterly estimated tax payments to the IRS if you are self-employed or don’t have taxes withheld from your income for other reasons.
By Kelley R. Taylor
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Did You Max Out Your 401(k)? Here's How That Could BackfireWhat looked like smart tax planning could become a problem. And not just for you — your kids could inherit a tax bomb. How to head off potential disaster.
By Christopher C. Giambrone, CFP®, AIF®
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How Your Kids' Tax Bracket Can Wipe Out Your Capital GainsWant to give your kids a home down payment? Want to help cover daycare expenses? Instead of writing them a check, transfer appreciated stock into their account.
By Evan T. Beach, CFP®, AWMA®
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Stop Taxes From Taking a Bite Out of a Special Needs TrustIf a special needs trust isn't structured correctly, the recipient could lose out on a chunk of money when they need it the most. Here's how to prevent that.
By Scott Tucker, Investment Adviser Representative
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Retired With Self-Employment Income? Don't Miss This Tax BreakSome retired taxpayers don't realize that premiums for Medicare and long-term care insurance may be deductible on their return. Here's what financial planners say you need to know.
By Sandra Block
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7 Times to Dip Into Your Roth IRA if You Have a PensionThe established wisdom is never to touch your Roth IRA, but if it contains a large sum and you have a pension, too, here's when you should tap into it first.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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How the Midterms Offer a Unique Tax Planning OpportunityMarkets tend to experience uncertainty leading up to midterm elections, followed by recovery. Canny investors recognize that dip as a tax planning opportunity.
By Kyle Hammerschmidt, Investment Adviser
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The Crucial Tax Planning Difference That Can Preserve Your Retirement Nest EggShifting from tax preparation to tax planning can help you strategically time Roth conversions and avoid Social Security taxes or Medicare surcharges.
By Eric Heckman, CFP®, ChFC®, CLU®, CRTP
