Taxes
News, insights and expert analysis on taxes from the team at Kiplinger.
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6 Financial Moves to Make Before the End of the YearWhy wait until December to review your financial plans? You'll have a clear enough picture of income, spending and investments to make meaningful decisions now.
By Matt Marinovich, CFP®
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The Secret to Reducing Taxes on Social SecurityThis is how you can sidestep the "Social Security tax torpedo," a common issue where tax-deferred retirement accounts unexpectedly increase your tax burden.
By Kyle Hammerschmidt, Investment Adviser
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Downsides of a Big IRA: Big Taxes for Your Spouse and KidsIf you start optimizing your taxes now, you can head off the inevitable tax consequences waiting for you when RMDs kick in — and when your family inherits.
By Ethan M. West, CPA
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How to Optimize Social Security Claiming Age for Tax SavingsRather than claiming Social Security based on when you need the money, view your timing as a tax-planning tool that can help you lower your lifetime tax bill.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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New NYC Pied-À-Terre Tax Faces Its First Big TestProperty Tax There's some confusion swirling over Mayor Mamdani's "second-home tax" on some high-value homes in New York City.
By Kelley R. Taylor
Property Tax -
Ask the Tax Editor: Tax Help for Disaster VictimsAsk the Editor Joy Taylor answers questions from readers on tax breaks for victims of hurricanes, tornadoes, wildfires and other federally declared disasters.
By Joy Taylor
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Which Trust Type Saves Your Kids The Most Money?Inheritance Tax If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one is right for you.
By Kate Schubel
Inheritance Tax -
Student Loan Tax Traps to Avoid in 2026Student Loans Student loan policy and some key tax rules have changed in recent years. Here's what you need to know.
By Kelley R. Taylor
Student Loans -
How to Avoid the 1031 Exchange 45-Day TrapA 1031 exchange gives you 45 days to identify your replacement property, but starting the clock unprepared can cost you. Here's how to manage the process.
By Carl E. Sera, CMT
