Taxes
News, insights and expert analysis on taxes from the team at Kiplinger.
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The Retirement Income Trinity: Cash Flow, Longevity and Tax
Retirement income planning is essential for your peace of mind — it can help you maintain your lifestyle and ease your worries that you'll run out of money.
By John McKean, CFP®
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Is a Cash Balance Plan Your Key to a Wealthy Retirement?
Cash balance plans have plenty of benefits for small-business owners. For starters, they can supercharge retirement savings and slash taxes. Should you opt in?
By Megan Clark, Investment Adviser Representative
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5 Types of Gifts the IRS Won’t Tax: Even If They’re Big
Gift Tax Several categories of gifts don’t count toward annual gift tax limits. Here's what you need to know.
By Kelley R. Taylor
Gift Tax -
Roth 401(k) Changes: What You Should Know for 2025 and 2026
Retirement Savings Key changes to Roth 401(k) account rules may affect your tax planning and retirement savings.
By Kelley R. Taylor
Retirement Savings -
Not All Early Retirement Account Withdrawals Come with a Penalty
Tax Smart Early withdrawal penalties of 10% typically apply to IRA and 401(k) distributions, but there are exceptions.
By Joy Taylor
Tax Smart -
How Charitable Trusts Benefit You and Your Favorite Charities
These dual-purpose tools let affluent families combine philanthropic goals with advanced tax planning to generate income, reduce estate taxes and preserve wealth.
By Julie Virta, CFP®, CFA, CTFA
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Holiday Tax Scams 2025: 'Tis the Season to be Wary
Tax Scams Navigating tax tricks of the holiday season may be daunting, but don't let that destroy your festive spirit
By Roxanne Bland
Tax Scams -
Law Reversal Looming? Trump Eyes 2026 Gambling Winnings Tax Change
Tax Deductions It's no secret that the IRS is coming after your gambling winnings in 2026. But how long will that last?
By Kate Schubel
Tax Deductions -
4 Times to Say Yes to a Roth Conversion and 4 Times to Say No
Roth conversions should never be done on a whim — they're a product of careful timing and long-term tax considerations. So how can you tell whether to go ahead?
By Ryan K. Snover, Investment Adviser Representative
