Taxes
News, insights and expert analysis on taxes from the team at Kiplinger.
Explore Taxes
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How a 'Tax Bucket List' Can Help You Plan Your RetirementWhether you realize it or not, your money is sitting in three different tax “buckets.” To save on taxes throughout retirement, make sure to fill up your tax-free bucket. Here are two ways to do that.
By Justin Biance, Certified Estate Planner
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Should You Take Your Pension as a Lump Sum?The answer depends on multiple factors, such as what your alternative investment options would be, whether you want to leave money to a beneficiary and more.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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How an All-Asset Retirement Plan Reduces Investment RisksYou combine your housing wealth and lifetime annuities to help ensure that an average of three-quarters of your retirement income is not subject to market risk.
By Jerry Golden, Investment Adviser Representative
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Top 4 Retirement Withdrawal Strategies to Maximize Your SavingsThese retirement withdrawal strategies avoid tax and stock market pitfalls that can eat into your savings.
By Adam Shell
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A 1031 Exchange May Look Great on Paper, But It's Not Just About TaxesIf you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.
By Carl E. Sera, CMT
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3 Ways to Avoid Falling Into a Tax Trap in RetirementYou may think you'll pay less in taxes once you retire, but taxable withdrawals and Social Security can keep your tax bill as high as it was during your career.
By Gary Knode, CF2
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Is a Roth Conversion Just Not That Into You? How To Tell It's Not a MatchSometimes a Roth conversion isn't right for you — or at least not right now. A financial adviser explains what you should consider before getting involved.
By Katie Woloshin Corsetto
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IRS Income Tax Refund Schedule: When Will Your Refund Arrive?Tax Refunds Here's how to check your IRS tax refund status and when you can expect your federal refund.
By Kate Schubel
Tax Refunds -
Georgia Tax GuideState Tax Explore Georgia's state tax rates for income, sales, property, retirement, and more. Learn how Georgia compares nationwide.
By Kelley R. Taylor
State Tax
