Tax Planning: News, Features, Analysis

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6 Signs It's the Right Time for a Roth Conversion

A Roth conversion can lower your lifetime tax bill and help you leave a tax-free legacy. But upfront costs can be steep, so you need to get the timing right.

5 Things Your Adviser Should Be Doing But Likely Isn’t

A financial adviser's most valuable work often happens outside your investment portfolio, from multiyear tax planning to stress-testing your financial plan.

By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
New QCD Rules: Why the Burden of Proof Is on Taxpayers

Financial advisers will need to help clients navigate the new QCD landscape while waiting on the IRS to make the paperwork available.

By Myles J. McHale, Jr. AIF®, CRPP®
6 Ways the Changes in Congress Could Impact Your Retirement

It's normal to feel some uncertainty about the way shifts in Congress could affect your retirement, taxes and Social Security. Here's what to keep in mind.

By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®

Ask the Editor: Questions on IRAs and Year-End Tax Planning

Ask the Editor Kiplinger editor Joy Taylor answers readers' questions on year-end tax planning strategies involving IRAs and other retirement accounts.

By Joy Taylor

Ask the Editor
3 End-of-Year Tax Moves for Retirees as 2027 Closes In

The end of the year quickly approaches, but retirees still have a prime opportunity to lower their 2026 tax bill by taking advantage of these proactive moves.

By Chris Dixon, RFC®
Tax Bracket vs Tax Rate: Do You Know the Difference?

It's easy to worry that landing in a higher tax bracket means losing a huge chunk of your earnings, but you may pay less than you think. Here's how it works.

By Marguerite Weese, JD, LL.M.

RMD Paradox: A Healthy Nest Egg Can Hatch a Nasty Tax Bill

Saving too well can create a big tax problem once required minimum distributions kick in, making proactive income management and strategic withdrawals essential.

By Donald Albach
How to Stop a 401(k) From Becoming a Tax Burden in Retirement

Saving for retirement in a 401(k) is a smart move, but can also lead to a troublesome tax bill years later. The solution? Diversifying while there's still time.

By Mallon FitzPatrick, CFP®, AEP®, CLU®
Florida’s Gulf Coast: Come for the Sun, Stay for the Taxes

Southwest Florida is no longer just a vacation spot. It has evolved into a premier financial haven where wealthy families can protect and grow their fortunes.

By Hood Craddock, CPA

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