<![CDATA[ Latest from Kiplinger in Tax-planning ]]> https://www.kiplinger.com/taxes/tax-planning Mon, 08 Jun 2026 15:27:26 +0000 en <![CDATA[ Do You Know the Pros and Cons of Annuities? Test Your Knowledge With Our Quiz ]]> https://www.kiplinger.com/puzzles/quizzes/do-you-know-the-pros-and-cons-of-annuities-quiz aUvsBmCCHhcQcd2vSq8c8Z Mon, 08 Jun 2026 15:27:26 +0000 Mon, 08 Jun 2026 15:38:26 +0000 <![CDATA[ 9 Tax Surprises Retirees Don't See Coming Until It's Too Late ]]> https://www.kiplinger.com/taxes/tax-planning/tax-surprises-retirees-dont-see-coming avnDZjnSDopfCH9ksJcVvN Sat, 06 Jun 2026 09:40:00 +0000 <![CDATA[ Did You Max Out Your 401(k)? Congratulations: Here's How Saving So Well Could Backfire ]]> https://www.kiplinger.com/taxes/tax-planning/maxed-out-401k-tax-implications QLsDYyfMoCfzPMGrthkZm8 Sat, 30 May 2026 09:35:00 +0000 <![CDATA[ I'm a Financial Planner: This Is How Your Kids' Low Tax Bracket Can Wipe Out Your Capital Gains ]]> https://www.kiplinger.com/taxes/tax-planning/gifting-kids-stock-to-wipe-out-your-capital-gains 6uEVhEQKd2TNHBqcBEpGp Sat, 30 May 2026 09:35:00 +0000 <![CDATA[ How to Help Prevent Taxes From Taking a Massive Bite Out of a Special Needs Trust ]]> https://www.kiplinger.com/taxes/tax-planning/how-to-reduce-taxes-on-a-special-needs-trust xegvjkL9JBeLDzNnQzWeRf Fri, 29 May 2026 09:40:00 +0000 <![CDATA[ Retired With Self-Employment Income? Don't Miss This 'Above-the-Line' Tax Break ]]> https://www.kiplinger.com/taxes/tax-deductions/retired-with-self-employment-income-dont-miss-this-above-the-line-tax-break 8joASTWEJGc4eEBBvdykNJ Wed, 27 May 2026 09:45:00 +0000 <![CDATA[ 7 Times to Dip Into Your Roth IRA if You Have a Pension (and When to Leave It Alone) ]]> https://www.kiplinger.com/retirement/roth-iras/roth-ira-when-to-withdraw-if-you-have-a-pension n4AYZquPHNdm5cCqmeF8Lg Wed, 27 May 2026 09:40:00 +0000 Thu, 04 Jun 2026 14:15:11 +0000 <![CDATA[ The Midterms Offer a Unique Tax Planning Opportunity, But Most Retirees Miss It ]]> https://www.kiplinger.com/taxes/tax-planning/midterms-and-tax-planning-opportunities GRvrR6F9FiLrmpZHEwiZWM Mon, 25 May 2026 09:30:00 +0000 <![CDATA[ I'm a Financial Planner: This Is the Crucial Tax Planning Difference That Can Help Save Your Retirement Nest Egg ]]> https://www.kiplinger.com/taxes/tax-planning/retirement-tax-planning-to-save-your-nest-egg xPdEzbCyQBSbtoSo4SRsy6 Sun, 24 May 2026 09:35:00 +0000 Mon, 25 May 2026 14:26:58 +0000 <![CDATA[ Our Taxpaying 'Golden Hour' Won't Last: These 4 Urgent Moves Can Help Insulate Your Wealth Before It's Too Late ]]> https://www.kiplinger.com/taxes/tax-planning/urgent-tax-moves-to-help-insulate-your-wealth NtcdzuUQZaUJFj35jub6WR Sun, 24 May 2026 09:30:00 +0000 <![CDATA[ The 75% Safety Net: How All-Asset Retirement Planning Helps Reduce Your Investment Risks ]]> https://www.kiplinger.com/retirement/retirement-planning/how-an-all-asset-retirement-plan-reduces-investment-risks HxnJdoMPLLkVszpiR64EA8 Tue, 19 May 2026 09:35:00 +0000 <![CDATA[ A 1031 Exchange May Look Great for You on Paper, But It's Not Just About Taxes ]]> https://www.kiplinger.com/taxes/tax-planning/a-1031-exchange-isnt-just-about-taxes ufugCFdpMJNh7CH2MisBh8 Mon, 18 May 2026 09:35:00 +0000 <![CDATA[ 3 Ways to Potentially Avoid Falling Into a Tax Trap in Retirement, From a Financial Adviser ]]> https://www.kiplinger.com/taxes/tax-planning/retirement-tax-trap-how-to-avoid-it 3TVg2AE4DFezJB69yRUZhF Sun, 17 May 2026 09:40:00 +0000 <![CDATA[ Is a Roth Conversion Just Not That Into You? Here's When It's a Perfect Match (and When It Isn't) ]]> https://www.kiplinger.com/taxes/tax-planning/when-a-roth-conversion-is-a-perfect-match iiqiwpE6djvb5fF2eW5WCC Sat, 16 May 2026 09:35:00 +0000 <![CDATA[ 5 Ways the OBBBA Rewards the Midwestern Millionaire: You Won't Want to Ignore These Tax Planning Opportunities ]]> https://www.kiplinger.com/taxes/tax-planning/how-the-obbba-rewards-diligent-savers-and-millionaires 8Yiq5YPyYipvprynwvdRGW Wed, 13 May 2026 09:40:00 +0000 <![CDATA[ 5 Do's and Don'ts for a Successful First Meeting With Your Financial Adviser ]]> https://www.kiplinger.com/retirement/retirement-planning/tips-for-the-first-meeting-with-your-financial-adviser uFSoD3rXsNK4Dc4JpcFLw5 Tue, 12 May 2026 09:35:00 +0000 <![CDATA[ High Earners Who Choose Direct Energy Investing Can Reap Tax Advantages and Other Wins: Here's How ]]> https://www.kiplinger.com/investing/direct-energy-investing-high-earner-tax-advantages v9Sdgvjq5E4N5vDeq9jdP5 Mon, 11 May 2026 09:30:00 +0000 <![CDATA[ I'm a Financial Planner: This Is How the Tax Torpedo Targets Wealthy Retirees (and How You Can Step Out of Its Path) ]]> https://www.kiplinger.com/taxes/tax-planning/how-the-tax-torpedo-targets-wealthy-retirees tQfU6r4i2aYRHuuHagrZFC Sun, 10 May 2026 09:45:00 +0000 <![CDATA[ I'm a Financial Adviser: Are You a Woman Who Sees Financial Planning as Another Job You Don't Have Time For? You'll Regret That ]]> https://www.kiplinger.com/retirement/retirement-planning/woman-with-no-time-time-for-financial-planning-dont-regret-that 7ebxNrH7gg3fNoSy9xsyMh Sun, 10 May 2026 09:30:00 +0000 <![CDATA[ I'm a Financial Planner: If You're Too Rich for a Roth, Consider a Mega Backdoor Roth (This Is How It Works) ]]> https://www.kiplinger.com/retirement/roth-iras/mega-backdoor-roth-how-it-works qBcCQJB5q24AX3QTZxf6Lb Sat, 09 May 2026 09:35:00 +0000 <![CDATA[ From Buying a New Car to Having a Baby: How the OBBBA Affects Everyday Taxpayers ]]> https://www.kiplinger.com/taxes/tax-planning/how-the-obbba-affects-everyday-taxpayers sqiTChUURTiTWhDKfZyxg4 Thu, 07 May 2026 09:35:00 +0000 <![CDATA[ Give More But Pay Less: An Essential Guide to Tax-Smart Charitable Giving in 2026 ]]> https://www.kiplinger.com/personal-finance/charity/an-essential-guide-to-tax-smart-charitable-giving RNZickb9PE4zkJ9SkHNDjR Tue, 05 May 2026 09:45:00 +0000 <![CDATA[ We've All Heard the Buzz About Roth Conversions, But Not Everyone Will Like the Reality ]]> https://www.kiplinger.com/retirement/roth-iras/roth-conversions-arent-for-everyone-heres-why QW2xEHDsUoaeHUoLvTKvc6 Sun, 03 May 2026 09:35:00 +0000 <![CDATA[ Should You Relocate to a New State for Retirement? The Ultimate Checklist for Those With a Pension and $1 Million-Plus ]]> https://www.kiplinger.com/retirement/retirement-planning/should-you-relocate-to-a-new-state-for-retirement-a-checklist MtnaSL7sy6c5PAvNg7J6YC Wed, 29 Apr 2026 09:40:00 +0000 Thu, 30 Apr 2026 14:04:11 +0000 <![CDATA[ The 9% Solution: An Expert Guide to Retirement Tax Breaks That Could Cut Your Tax Rate Nearly in Half ]]> https://www.kiplinger.com/retirement/retirement-planning/expert-guide-to-retirement-tax-breaks-to-cut-your-tax-rate yAzcue6pSnNpKKgKsUN8on Tue, 28 Apr 2026 09:40:00 +0000 <![CDATA[ Feeling a Tax Bite? Municipal Bonds Could Be More Compelling Than You Think ]]> https://www.kiplinger.com/taxes/tax-planning/owe-the-irs-municipal-bonds-could-help ozdbifVmytYVH7tzXG7QeJ Mon, 27 Apr 2026 09:30:00 +0000 <![CDATA[ Your Stock Portfolio Just Got Hammered: Here's a Tax-Smart Way to Recover ]]> https://www.kiplinger.com/taxes/capital-gains-tax/your-portfolio-just-got-hammered-a-tax-smart-way-to-recover 5Pd7Eu8i2x7zNvEmdWYFbC Mon, 27 Apr 2026 09:30:00 +0000 <![CDATA[ 3 OBBBA Tax Provisions Wealthy Families Should Act on Now, From a Financial Pro ]]> https://www.kiplinger.com/taxes/tax-planning/obbba-tax-provisions-wealthy-families-should-act-on gtxhriFjA9zHB94JSb7gFG Wed, 22 Apr 2026 09:35:00 +0000 <![CDATA[ I'm a Wealth Manager: This Critical Issue Could Cost Wealthy Families Big-Time if No One Takes Control ]]> https://www.kiplinger.com/taxes/tax-planning/this-critical-issue-could-cost-wealthy-families-big-time-if-no-one-takes-control TDJGqzdo6pEgLMFUfiRcH8 Mon, 20 Apr 2026 09:30:00 +0000 <![CDATA[ Don't Fear the Next Tax Bracket: This Counterintuitive Move Could Save You (and Your Heirs) Thousands ]]> https://www.kiplinger.com/taxes/tax-planning/dont-fear-the-next-tax-bracket-this-move-could-save-you-thousands azM8TA5AoYgU843gVvvmRi Sun, 19 Apr 2026 09:35:00 +0000 <![CDATA[ I'm a Wealth Adviser: This Proactive Tax Strategy Maximizes What You Actually Keep After Taxes ]]> https://www.kiplinger.com/retirement/this-proactive-tax-strategy-maximizes-what-you-actually-keep-after-taxes AQTjfCdw6qSBdZoPzzuesn Sat, 18 Apr 2026 09:40:00 +0000 <![CDATA[ If You're Retiring Early, an ACA Subsidy Now Could Be a Tax Headache Later ]]> https://www.kiplinger.com/taxes/tax-planning/retiring-early-aca-subsidy-could-be-a-tax-headache deMzKZY5rLft4WB6uopGbm Sun, 12 Apr 2026 09:30:00 +0000 <![CDATA[ When Multiple Tax Rules Collide: Don't Pay a 50% Rate on Your Roth Conversion by Mistake ]]> https://www.kiplinger.com/taxes/tax-planning/dont-pay-a-high-rate-on-your-roth-conversion-by-mistake SZVMKrfp2yQC2jb7LXDDnR Sat, 11 Apr 2026 09:45:00 +0000 <![CDATA[ 5 Quick Tax Tips for Retirees for 2025 and 2026, From a Financial Planner ]]> https://www.kiplinger.com/taxes/tax-planning/quick-tax-tips-for-retirees BcvD5sd6xYw7jzze9Z8NXY Fri, 10 Apr 2026 09:40:00 +0000 <![CDATA[ Tax Season Is Almost Over, But Don't Forget About Your Taxes After April 15 ]]> https://www.kiplinger.com/taxes/tax-planning/year-round-tax-planning-can-save-stress-and-money xYvrATuX3H6uXQJwL4Bz9M Thu, 09 Apr 2026 09:35:00 +0000 <![CDATA[ Does Your Retirement Plan Ignore Half of Your Net Worth? Here's How You Can Tap Your Housing Wealth for a More Robust Retirement ]]> https://www.kiplinger.com/retirement/retirement-planning/how-to-tap-housing-wealth-for-a-more-robust-retirement wTYB7uxEjrAwNyqHAit68k Tue, 07 Apr 2026 09:40:00 +0000 <![CDATA[ Don't Let Low Tax Rates Lull You Into the Torpedo Zone: If You Have $1M to $3M in Tax-Deferred Savings, You Could Be Looking at Brutal Tax Bills in the Future ]]> https://www.kiplinger.com/taxes/tax-planning/dont-let-low-tax-rates-lull-you-into-the-tax-torpedo-zone 9WExHQFx9nFjVdztKJ6o2o Wed, 01 Apr 2026 09:40:00 +0000 <![CDATA[ Don't Defer Retirement if You're a Landlord, Defer Taxes Instead ]]> https://www.kiplinger.com/taxes/tax-planning/defer-taxes-if-youre-a-landlord-rather-than-retirement eZQKUbCBRapt2mSjhkSqvL Wed, 01 Apr 2026 09:35:00 +0000 <![CDATA[ 4 Smart Ways to Use Your Tax Return for Financial Planning ]]> https://www.kiplinger.com/taxes/tax-planning/smart-ways-to-use-your-tax-return-for-financial-planning tkN5ANv8Enbnz3ZcCCqCoK Sun, 22 Mar 2026 09:30:00 +0000 <![CDATA[ A Rare Moment in Family Tax Planning Has Arrived: 3 Ways to Seize It ]]> https://www.kiplinger.com/taxes/tax-planning/ways-to-seize-rare-family-tax-planning-moment 3YNagKWZwjeUZevFFcMwgn Sat, 21 Mar 2026 09:35:00 +0000 <![CDATA[ I'm a CPA: This Is the High Earner's Guide to Winning Your 2026 Tax Season ]]> https://www.kiplinger.com/taxes/tax-planning/tax-season-the-high-earners-guide-to-winning WbUTPZjbm5T7fcGCvMLrr3 Thu, 19 Mar 2026 09:40:00 +0000 <![CDATA[ With Your Investments, Think Location, Location, Location ]]> https://www.kiplinger.com/taxes/tax-planning/with-investments-think-location-location-location yhgx8BrCAjrGoN7Y2Ngm7i Thu, 19 Mar 2026 09:35:00 +0000 <![CDATA[ Unlock Housing Wealth and Tax Benefits by Adding Lifetime Annuities to Your Retirement Plan ]]> https://www.kiplinger.com/retirement/annuities/unlock-housing-wealth-and-tax-benefits-with-lifetime-annuities ytkyfp3UoAsQBBC8SC4PEC Wed, 18 Mar 2026 09:40:00 +0000 <![CDATA[ Inherited Money or Property? What You Need to Know Before Filing Your Taxes ]]> https://www.kiplinger.com/retirement/inheritance/inherited-money-or-property-what-to-know-before-filing-taxes hfoJ5iKp9Qeq6fqnkJFtrQ Sat, 14 Mar 2026 09:35:00 +0000 <![CDATA[ The Secret to Reducing Lifetime Taxes for Retirees in the 2% Club, From a Financial Planner ]]> https://www.kiplinger.com/taxes/tax-planning/reducing-lifetime-taxes-for-retirees-in-two-percent-club v6opGhs3jJZi8pFdYWPGYo Fri, 13 Mar 2026 09:45:00 +0000 Fri, 24 Apr 2026 14:39:11 +0000 <![CDATA[ Hitting Tax Deadlines Is Smart, and Year-Round Tax Planning Is Even Smarter ]]> https://www.kiplinger.com/taxes/tax-planning/hitting-tax-deadlines-is-smart-year-round-tax-planning-is-even-smarter RMW8KQxWTmaCt4jV479FVZ Fri, 13 Mar 2026 09:30:00 +0000 <![CDATA[ You May Still Be Able to Defer Your 2025 Capital Gains ]]> https://www.kiplinger.com/taxes/tax-planning/defer-2025-capital-gains-qualified-opportunity-fund-qof yRwUWB6cgKxGzBv6aQvdk Thu, 12 Mar 2026 09:45:00 +0000 <![CDATA[ I'm a Financial Strategist: This Is Why After-Tax Returns Are the Only Returns That Matter ]]> https://www.kiplinger.com/taxes/tax-planning/why-after-tax-returns-are-the-only-returns-that-matter ThXrJ2cLmd6gLx9W8eJzEN Mon, 09 Mar 2026 09:40:00 +0000 <![CDATA[ 3 Financial Hurdles Coming Up for Women: How to Overcome Them, From aFinancial Planner ]]> https://www.kiplinger.com/retirement/retirement-planning/financial-hurdles-coming-for-women-how-to-overcome-them mg8e4ogbrcgtDMiBhdK6hg Mon, 09 Mar 2026 09:35:00 +0000 <![CDATA[ If You're in or Near Retirement, You Need to Know These 4 Recent Tax Changes ]]> https://www.kiplinger.com/taxes/tax-planning/in-or-near-retirement-recent-tax-changes-to-know ALQXYbJteeP5QHNxirL4BQ Sun, 08 Mar 2026 09:30:00 +0000