Taxes
News, insights and expert analysis on taxes from the team at Kiplinger.
Explore Taxes
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'Politics' Is a Dirty Word for Some Advisers: That's Not Cool
Your financial plan should be aligned with your values and your politics. If your adviser refuses to talk about them, it's time to go elsewhere.
By Maggie Kulyk, CRPC®, CSRIC™
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To Move Abroad, Choose an Adviser Who Sees Both Sides of the Border
Working with a cross-border financial planner is essential to integrate tax, estate and visa considerations and avoid costly, unexpected liabilities.
By Alex Ingrim, Chartered MCSI
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New Costco Tariff Lawsuit: What Shoppers Need to Know Now
Tariffs The retailer is making headlines not just for its famous hot dog and gold bars but for suing the Trump administration over tariffs.
By Kelley R. Taylor
Tariffs -
Taxes on Social Security Benefits: Do You Know the Rules?
Quiz Social Security benefits often come with confusing IRS tax rules that can trip up financially savvy retirees and near-retirees.
By Kelley R. Taylor
Quiz -
This Tax Trap Costs High Earners Thousands Each Year
Mutual funds in taxable accounts can quietly erode your returns. More efficient tools, such as ETFs and direct indexing, can help improve after-tax returns.
By Joshua Taffer, CEPA, CPWA®
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Capital Gains Tax Exclusion for Homeowners: What to Know
Tax Breaks The IRS capital gains home sale exclusion can be a valuable tax-saving tool if you're eligible.
By Kelley R. Taylor
Tax Breaks -
The GOP Wants to Auto-Enroll Your Child in a Trump Account for Savings
Tax Law The federal government will soon auto-enroll some children in a tax-advantaged Trump Account for kids.
By Kate Schubel
Tax Law -
When Are Taxes Due in 2026? Tax Deadlines by Month
Tax Deadlines Knowing all the tax deadlines for 2026 can help you avoid costly penalties.
By Kate Schubel
Tax Deadlines -
How Are I Bonds Taxed? 8 Common Situations to Know
Bonds Series I U.S. savings bonds are a popular investment, but the federal income tax consequences are anything but straightforward.
By Joy Taylor
Bonds
