Taxes
News, insights and expert analysis on taxes from the team at Kiplinger.
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The Most Tax-Efficient Ways to Leave Investments to Your ChildrenPlanning for death (and taxes) isn't fun, but it is necessary. And leaving investments to your children in a tax-efficient way is a good thing.
By Jeff Reeves
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You've Got a Trust: Now Who Should Be the Successor Trustee?You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that.
By John M. Goralka
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Trump Tariffs Update: Canada Trade War, New Import Taxes, and RefundsTariffs The Trump administration is pursuing new tariff authorities as Canada retaliates and importers await billions in potential refunds.
By Kelley R. Taylor
Tariffs -
How to Build Your Financial Fortress: Asset ProtectionAsset protection is more important now than ever. These seven layers of protection can protect your wealth from potential creditors long before claims arise.
By John M. Goralka
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Why 'Soft Retirement' Changes Your 2026 Roth Conversion StrategyRetirement Tax Phasing out full-time work creates a unique transition window for Roth conversions. But watch out for these tax traps.
By Kate Schubel
Retirement Tax -
Avoid Estimated Tax Payments in Retirement With RMD WithholdingRMDs If you don't need the money to live on, wait until December to take your RMD, and ask the sponsor to withhold a big chunk for the IRS.
By Kevin McCormally
RMDs -
10 U.S. Oktoberfests: From Cheapest to Most Taxed BeerState Tax Before you grab a pint, find out how much your favorite German-style festival adds to the price in 2026.
By Kate Schubel
State Tax -
How to Avoid Major Retirement Tax Mistakes in Your 60sYour 60s can be the most valuable decade in your life, but far too many people miss valuable tax planning opportunities that can lower their lifetime tax bills.
By Jeremy Keil, CFP®, CFA®, CKA®
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Ditching Capital Gains Via Your Parents’ Estate ExemptionYou may be able to eliminate capital gains taxes on highly appreciated assets by leveraging a parent's unused estate tax exemption for a stepped-up tax basis.
By Jeffrey M. Verdon, Esq.
