Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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Tax Strategies for 4 Types of Real Estate InvestorsNot every real estate investor needs the same playbook. Here's how to match your situation to the right tax-advantaged real estate strategy.
By Daniel Goodwin
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Ask the Tax Editor: Questions on Vehicle ExpensesAsk the Editor Kiplinger editor Joy Taylor answers readers' questions about deducting vehicle expenses, including the standard mileage allowance.
By Joy Taylor
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Tax-Efficient Retirement Income StrategiesProtecting clients' retirement income requires proactive tax management, optimized Social Security timing and flexible withdrawal strategies.
By Myles J. McHale, Jr. AIF®, CRPP®
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Is Your Tax Professional Filing Your Taxes or Actually Planning Them?Tax Planning An ongoing CPA shortage means high earners can no longer afford to settle for backward-looking compliance.
By Kate Schubel
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How to Turn Your RMD Into a Smart Tax StrategyRequired minimum distributions can be used as a tool to help lower your tax bill, smarten your charitable giving and keep your retirement strategy on track.
By Jonathan I. Shenkman, AIF®
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How to Fact-Check AI Financial Advice in 7 StepsAI chatbots can offer quick retirement insights, but can also provide outdated figures. Always double-check their advice before making financial decisions.
By Anthony Martin
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How the Ultra-Rich Can Protect Mega-IRA AssetsAccumulating tens of millions in a mega-retirement account is impressive, but preserving that wealth across generations requires moving beyond standard IRAs.
By Mallon FitzPatrick, CFP®, AEP®, CLU®
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How Self-Employed Deductions Impact Your MortgageYour business deductions can play a complicated role in determining your qualifying income. But there are ways around this issue with the right strategy and the right lender.
By Eric Bernstein
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2 Retirement Tax Strategies To Keep More of Your WealthA tax planning strategy that combines direct indexing and tax-loss harvesting could help retirees minimize what they pay Uncle Sam and keep more of their wealth.
By Aaron R. Simpson, CFP®, ChFC®, RICP®
