Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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Eight Factors to Consider When Considering a Roth Conversion
Roth conversions, which transform traditional IRAs into Roth IRAs, are a powerful retirement and tax tool. Here are eight facts to get you started.
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New Opportunity Zone Rules Triple Tax Benefits: Your Strategy
New IRS guidance just reshaped the opportunity zone landscape for 2027. Here's what high-net-worth investors need to know about the enhanced rural benefits.
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Three Critical Tax Changes Could Boost Your Paycheck in 2026
Tax Tips The IRS predicts these tax breaks may change take-home pay in 2026. Will you get over $1,000 in tax savings?
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OBBB Ushers in a New Era of Energy Investing: What to Know
The new tax law has changed the energy investing landscape with expanded incentives and permanent tax benefits for oil and gas production.
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How Family Offices Can Build Resilience in a Volatile World
Family offices are shifting their global investment priorities and goals in the face of uncertainty, volatile markets and the influence of younger generations.
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If You're Within 10 Years of Retiring, Do This Today
Don't want to run out of money in retirement? You need a retirement plan that accounts for income, market risk, taxes and more. Don't regret putting it off.
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Ask the Editor, October 17: QCDs and Tax-Planning
Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers more questions about the use of qualified charitable distributions (QCDs) in end-of-year tax planning.
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Six Financial Actions to Take the Year Before Retirement
Having your income, health care and tax plans in place before you exit the day job can make it more likely that you'll have a happy retirement.
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How the One Big Beautiful Bill Will Change Charitable Giving
Taxpayers who don't itemize will be able to take a bigger deduction for donations, which could boost giving. However, high-income donors could see their tax benefits reduced.
