Taxes
News, insights and expert analysis on taxes from the team at Kiplinger.
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Why Your Pension Likely Means You’ll Pay Taxes in RetirementEighty percent of retirees pay $0 in federal income taxes, but since you have a pension, you're likely in the 20% who will pay taxes. What you can do about it.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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How Your Financial Decisions Can Ripple Through RetirementEven something as simple as buying a new car can have wide-ranging consequences. This metaphor can help you understand your options.
By Myles J. McHale, Jr. AIF®, CRPP®
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Inherited an IRA? IRS Distribution Rules Beneficiaries Should KnowInherited IRA Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.
By Kelley R. Taylor
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IRS Is Taking a Closer Look at Trusts: What It Means for Estate PlanningTax Law A high-profile tax case is shining a light on how the IRS might view certain estate-planning strategies.
By Kelley R. Taylor
Tax Law -
Capital Gains Tax on Real Estate and Home SalesCapital Gains Selling your home or a rental property? Here are important capital gains tax rules to keep in mind.
By Joy Taylor
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Ask the Editor: Can I Deduct a GoFundMe Contribution and MoreAsk the Editor Our Kiplinger Tax Letter Editor answers whether a reader can deduct a GoFundMe contribution and other questions related to charitable donations.
By Joy Taylor
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How Delaware Statutory Trusts (DSTs) Actually WorkA Delaware statutory trust turns one property into a passive fractional interest in another. Here's how it works and why giving up control is part of the deal.
By Carl E. Sera, CMT
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Why You Shouldn't Put All Your Money Into Roth IRAsConverting a tax-deferred account to a Roth can be a good strategy for lowering future taxes, but moving all of your money at once is typically not recommended.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Roth Conversions: The Golden Tax Planning WindowIf a drop in income at retirement has put you in a lower tax bracket, find out whether tactical Roth conversions now could reduce your tax liability forever.
By Jeremy Keil, CFP®, CFA®, CKA®
