Latest
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Tactical Roth Conversions: Why 2025-2028 Is a Critical Window for Retirees
The One Big Beautiful Bill (OBBB) extended today's low tax brackets, but they may not last. Here's how smart planning now can prevent costly tax surprises later.
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Ready to Retire? It's Not Too Late to Convert to a Roth IRA
Millions of Americans are turning 65 this year. If you're retiring soon, don't dismiss the idea of a Roth conversion — it could still be a smart move even now.
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States That Won’t Tax Your Powerball Winnings in 2025
Lottery Taxes Some states won’t take a tax bite out of your Powerball jackpot or Mega Millions payout.
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I'm a Financial Adviser: Three Things You Will Wish You Did Before the Fed Cuts Interest Rates
With potential interest rate cuts on the horizon, you might want to lock in today's higher yields and consider adjusting your asset allocation.
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Ask the Editor — Tax Questions on Estate and Gift Taxes
Ask the Editor In this week's Ask the Editor Q&A, we answer questions from readers on estate and gift taxes.
Ask the Editor -
Kiplinger Weekly Quiz, August 29, 2025
Quiz Test your knowledge of this week's financial news.
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Is Trump's Tax Plan Speeding Up the Looming Social Security Funding Crisis?
Social Security Social Security's combined retirement funds are running out of cash, and its insolvency date is expected to occur in less than a decade.
Social Security -
How Your 2025 Wedding Could Save You Money on Taxes
Tax Breaks There are some wedding expenses that are tax-deductible, and you don’t want to miss out on savings.
Tax Breaks -
New Trump Tax Bill: Five Changes Homeowners Need to Know Now
Tax Changes Trump’s new tax legislation is reshaping how tax breaks for homeowners work.
Tax Changes
