<![CDATA[ Latest from Kiplinger in Tax-planning ]]> https://www.kiplinger.com/taxes/tax-planning Tue, 19 May 2026 09:35:00 +0000 en <![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[ 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