Taxes
News, insights and expert analysis on taxes from the team at Kiplinger.
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3 Reasons High Earners Should Revisit Their Financial PlansTechnology is changing the way financial planners work and opening new doors for high earners. Here's why you may benefit from revisiting your existing plan.
By Michael Aloi, CFP®
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How the Widow's Penalty Could Double Your Spouse's Tax BillThe widow's penalty is when losing a spouse triggers a huge financial hit. It's an unfortunate twist of the tax system, but the good news is you can plan for it.
By Kyle Hammerschmidt, Investment Adviser
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Take These Steps to Tame Your Taxes In RetirementWorried about rising rates? Here’s how to avoid a bigger bill after you stop working.
By Richard Eisenberg
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Ask the Tax Editor: Late Refunds and Calling the IRSAsk the Editor In this week's Ask the Editor Q&A, Joy Taylor answers tax questions from readers who are still awaiting their tax refunds and problems with calling the IRS.
By Joy Taylor
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Opportunity Zone 2.0 Designations: Your Governor's RoleWith governors redrawing the Opportunity Zone map for 2027-2036, investors who act now could shape where tax-advantaged capital flows for the next decade.
By Daniel Goodwin
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Mega Millions After Taxes: How Much Will the Winner Get?Lottery Taxes A Mega Millions jackpot winner will take home much less than the advertised jackpot amount, thanks to taxes.
By Katelyn Washington
Lottery Taxes -
Types of Income the IRS Doesn't TaxIncome Tax It might feel as if the IRS taxes most of your hard-earned money, but some types of income are nontaxable.
By Kelley R. Taylor
Income Tax -
Taxes on Social Security Benefits: 6 Things to Know for 2026Social Security The Social Security COLA is just one aspect of your benefits that can impact your tax bill.
By Kelley R. Taylor
Social Security -
New $6,000 'Senior Bonus' Deduction: What It Means for Taxpayers Age 65 and OlderTax Changes If you’re an older adult, a new bonus tax deduction could provide a valuable tax benefit. Here's how it works.
By Kelley R. Taylor
Tax Changes




