Taxes
News, insights and expert analysis on taxes from the team at Kiplinger.
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Ask the Editor: How Long to Keep Tax Returns and MoreAsk the Editor Our Kiplinger Tax Letter Editor answers readers' questions, including one on how long taxpayers should keep tax returns and other records.
By Joy Taylor
Ask the Editor -
Avoid Estimated Tax Payments in Retirement With RMD WithholdingRMDs If you don't need the money to live on, wait until December to take your RMD, and ask the sponsor to withhold a big chunk for the IRS.
By Kevin McCormally
RMDs -
5 Little-Known Senior Property Tax Breaks in 2026Retirement Tax These lesser-known senior programs can deliver key property tax savings — if you know where to look.
By Kate Schubel
Retirement Tax -
Texas Voters Face a Tax Choice: Property Tax Cuts or $1,500 Refunds?Tax Breaks Candidates in the Texas governor race have different ideas about how to put money back in Texans' pockets.
By Kelley R. Taylor
Tax Breaks -
The $3,000 IRS Rule That Can Lower Your Taxable IncomeTax Breaks Selling investments at a loss before year-end could lower your 2026 tax bill and potentially reduce taxable income in future years.
By Kelley R. Taylor
Tax Breaks -
Cut Taxes on 401(k) Company Stock With the NUA RuleKnowing about net unrealized appreciation (the gap between what you paid for your company shares and what they're now worth) could save you thousands in taxes.
By Scott Schwitzer
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The Wash Sale Rule: Six Things to Know to Avoid Tax PitfallsInvesting The wash sale rule is important when you are selling and rebuying stocks to offset losses.
By Kelley R. Taylor
Investing -
8 Retirement Tax Strategies Your CPA Won't ShareTax preparation calculates what you owe for the previous year, but tax planning helps lower your lifetime tax bill — and is vital for retirees with pensions.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Tax Fact vs Myth: How Much of Your Inheritance Actually Gets Taxed?Quiz Receiving an inheritance is typically less taxable than you might think.
By Kelley R. Taylor
Quiz
