Wealth Creation
News, insights and expert analysis on wealth creation from the team at Kiplinger.
Latest
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Retirement Tax Breaks That Could Cut Your Tax Rate in HalfIncorporating housing wealth and lifetime annuities in your retirement income plan can offer a significant tax-cost advantage over an investment-only plan.
By Jerry Golden, Investment Adviser Representative
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Giving Gamechanger: Why It's Time to Use a Donor-Advised FundA donor-advised fund can help you make the biggest impact on your chosen causes while remaining tax efficient in light of market gains and OBBBA tax changes.
By Mark Froehlich, CPA, MBA
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If You're Considering Law School, This History Lesson Is for YouAI is transforming the legal profession, potentially leading to an employment crisis for law school graduates. What can they do?
By H. Dennis Beaver, Esq.
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Your Portfolio Just Got Hammered: A Tax-Smart Way to RecoverIf your stock portfolio took a beating this spring, there's a little-known tax strategy that lets you defer — and potentially eliminate — capital gains taxes.
By Daniel Goodwin
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Feeling a Tax Bite? Municipal Bonds Could Be CompellingIf you just wrote a check to the IRS, that could be a reminder that today's municipal bond market may offer better after-tax outcomes than you might expect.
By Paul Malloy
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Ignoring These Retirement To-Dos? You're Risking Your WealthOverlooking these three important, albeit boring, tasks could have disastrous consequences for the retirement savings you've worked so hard to accumulate.
By Evan T. Beach, CFP®, AWMA®
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Is Lifestyle Creep Delaying Your Retirement Timeline?Lifestyle creep can quietly influence long‑term financial security. Here's how to check in on your spending and realign with your goals.
By Deana Healy, CFP®
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Will Millennials' Money Attitude Put Family Wealth at Stake?Millennials don't have the same approach to wealth as older generations. How can ultra-high-net-worth families and their advisers keep a legacy on track?
By Valerie Wong Fountain, CFA®
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Buying a Home With Your 401(k)? Consider the Risk to Your RetirementPulling money from a 401(k) to buy a property now means you'll lose the power of compounding — and decades of potential growth those funds could have generated.
By Mike McCracken
