<![CDATA[ Latest from Kiplinger in Tax-planning ]]> https://www.kiplinger.com/taxes/tax-planning Wed, 29 Apr 2026 09:40:00 +0000 en <![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 <![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[ 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[ 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[ 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 <![CDATA[ 5 Legal 'Loopholes' the IRS Wishes You Didn't Know (Plus, How to Use Them This Tax Season and Beyond) ]]> https://www.kiplinger.com/taxes/tax-planning/legal-loopholes-the-irs-wishes-you-didnt-know uHjaQ2ArWGGh2dgysWsk5Z Sat, 07 Mar 2026 10:50:00 +0000 Mon, 09 Mar 2026 17:48:11 +0000 <![CDATA[ Alternatives and Tax Season: Here's How to Prevent K-1 Chaos From Eroding Client Trust ]]> https://www.kiplinger.com/taxes/tax-forms/alternatives-and-tax-season-how-to-tame-k1-chaos ibob9Q3Lj6Pxk4YH3kbxrA Fri, 06 Mar 2026 10:30:00 +0000 <![CDATA[ Missed Your RMD? 4 Ways to Avoid Doing That Again (and Skip the IRS Penalties), From a Financial Planner ]]> https://www.kiplinger.com/retirement/required-minimum-distributions-rmds/missed-rmd-what-to-do 8A6Pmmbg5AoqLxLXjQnEVR Sun, 01 Mar 2026 10:40:00 +0000 <![CDATA[ A Newly Retired Couple With a Portfolio Full of Winners Faced a $50,000 Tax Bill: This Is the Strategy That Helped Save Them ]]> https://www.kiplinger.com/taxes/tax-planning/tax-aware-long-short-strategy-for-large-unrealized-capital-gains Xhhp9DiMX533fgGMPzsBZ9 Sat, 28 Feb 2026 10:40:00 +0000 <![CDATA[ I'm a Wealth Adviser: This Strategy Can Slash Your Taxes on Large Stock or Property Sales ]]> https://www.kiplinger.com/taxes/capital-gains-tax/slash-your-taxes-on-large-stock-or-property-sales eLVoFySdr4pv3PDSeYPomF Sat, 21 Feb 2026 10:35:00 +0000 <![CDATA[ I'm a Financial Planner: This Is How You Can Legally Divorce the IRS for the Rest of Your Life ]]> https://www.kiplinger.com/taxes/tax-planning/keep-more-of-your-retirement-savings-standard-deduction-planning MwNrCHBJ23yuZQf9WKDMNJ Fri, 20 Feb 2026 10:35:00 +0000 Fri, 24 Apr 2026 14:40:24 +0000 <![CDATA[ 9 Ways the Wealthy Waste Thousands in Taxes: A Checklist for What Not to Miss ]]> https://www.kiplinger.com/taxes/tax-planning/the-wealthy-waste-thousands-in-taxes-what-not-to-miss YujGPE56bbLeyU2xisyEaF Fri, 20 Feb 2026 10:30:00 +0000 <![CDATA[ I'm an Opportunity Zone Pro: This Is How to Deliver Roth-Like Tax-Free Growth (Without Contribution Limits) ]]> https://www.kiplinger.com/real-estate/real-estate-investing/opportunity-zones-how-to-deliver-roth-like-tax-free-growth 4notGpHCdGX5pw6DR5GS2i Wed, 18 Feb 2026 10:35:00 +0000 <![CDATA[ I'm a Real Estate Investing Pro: This Is How to Use 1031 Exchanges to Scale Up Your Real Estate Empire ]]> https://www.kiplinger.com/real-estate/real-estate-investing/use-1031-exchanges-to-build-a-real-estate-empire g4FWChth4GdqQxdjbdEu48 Mon, 16 Feb 2026 10:30:00 +0000 <![CDATA[ 4 Pro Tips for Successfully Scaling the Medicare Mountain ]]> https://www.kiplinger.com/retirement/medicare/pro-tips-for-scaling-the-medicare-mountain QHZGu7GZXP9RB6EUtoZcrW Fri, 13 Feb 2026 10:40:00 +0000 <![CDATA[ For More Flexible Giving, Consider Combining a Charitable Remainder Trust With a Donor-Advised Fund ]]> https://www.kiplinger.com/personal-finance/charity/combining-a-charitable-remainder-trust-with-a-donor-advised-fund kmoMsrwUrsyT6PhdfojFiQ Fri, 13 Feb 2026 10:35:00 +0000 <![CDATA[ The Illinois 'Cliff Tax': A Single Dollar Could Cost Families Hundreds of Thousands ]]> https://www.kiplinger.com/retirement/estate-planning/illinois-cliff-tax-what-to-know aML5pFGuq3id4XwgdQiFVN Fri, 13 Feb 2026 10:30:00 +0000 Fri, 13 Feb 2026 17:56:39 +0000 <![CDATA[ These Thoughtful Retirement Planning Steps Help Protect the Life You Want in Retirement ]]> https://www.kiplinger.com/retirement/retirement-planning/retirement-planning-steps-to-protect-the-life-you-want Jcqo37dYBpbr6eorcRNAyY Thu, 12 Feb 2026 10:40:00 +0000 Wed, 22 Apr 2026 21:06:19 +0000 <![CDATA[ The 5 Biggest Tax Mistakes New Retirees Make in the First 5 Years ]]> https://www.kiplinger.com/taxes/tax-planning/biggest-tax-mistakes-new-retirees-make-in-first-years od93Yk9bBfv6CaZomvtxDQ Sun, 08 Feb 2026 10:45:00 +0000 <![CDATA[ Inherited an IRA? Don't Fall Into the 10-Year Tax Trap ]]> https://www.kiplinger.com/retirement/inheritance/inherited-ira-how-to-avoid-a-tax-trap Bzbop8spUCPC8hAmVxjJae Sun, 08 Feb 2026 10:40:00 +0000 <![CDATA[ Don't Bury Your Kids in Taxes: How to Position Your Investments to Help Create More Wealth for Them ]]> https://www.kiplinger.com/taxes/tax-planning/dont-bury-your-kids-in-taxes-create-more-wealth-for-them KLvjk6P3cUs7vp4QapGBt5 Sat, 07 Feb 2026 10:50:00 +0000 <![CDATA[ Retiring Next Year? Now Is the Time to Start Designing What Your Retirement Will Look Like ]]> https://www.kiplinger.com/retirement/happy-retirement/retiring-next-year-start-designing-your-retirement-now pYEme5rnBV42dkJQE7xGQj Fri, 06 Feb 2026 10:35:00 +0000 <![CDATA[ I'm a Financial Planner: This Layered Approach for Your Retirement Money Can Help Lower Your Stress ]]> https://www.kiplinger.com/retirement/retirement-planning/layered-retirement-money-approach-helps-reduce-stress pfL4HrcUeXtcreowAHg3Re Fri, 06 Feb 2026 10:30:00 +0000 <![CDATA[ I'm a Financial Adviser: This Is Why I Became an Advocate for Fee-Only Financial Advice ]]> https://www.kiplinger.com/retirement/retirement-planning/fee-only-financial-advice-why-i-became-an-advocate 8GsFRHKSjwpnxpzkmnXKYa Wed, 04 Feb 2026 10:30:00 +0000 <![CDATA[ 4 Ways Washington Could Put Your Retirement at Risk (and How to Prepare) ]]> https://www.kiplinger.com/taxes/ways-washington-could-put-your-retirement-at-risk-how-to-prepare JZoPLLt4aFPUmezSKWMTEU Sun, 01 Feb 2026 10:35:00 +0000 <![CDATA[ 2026's Tax Trifecta: The Rural OZ Bonus and Your Month-by-Month Execution Calendar ]]> https://www.kiplinger.com/taxes/tax-planning/rural-opportunity-zones-expert-guide-execution-calendar 3MByPA4NL5HMf5U9RFTcYM Sun, 01 Feb 2026 10:30:00 +0000 Mon, 02 Feb 2026 22:35:46 +0000 <![CDATA[ Have You Aligned Your Tax Strategy With These 5 OBBBA Changes? ]]> https://www.kiplinger.com/taxes/obbba-changes-have-you-aligned-your-tax-strategy XiRCv9YhiH8WDSSXpBuFhR Sat, 31 Jan 2026 10:30:00 +0000 <![CDATA[ For High-Net-Worth Retirees, Tax Planning and Estate Planning Are the Main Events ]]> https://www.kiplinger.com/retirement/retirement-planning/high-net-worth-retirees-tax-planning-and-estate-planning Ygy8QhQNe2NLZVL27xjarh Wed, 21 Jan 2026 10:40:00 +0000