Taxes
News, insights and expert analysis on taxes from the team at Kiplinger.
Explore Taxes
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From Pink Tax to Surveillance Pricing: Are You Paying More This Year Without Knowing It?Shopping Mother’s Day often highlights household spending and how pricing systems in 2026 can vary among consumers in ways that are hard to see.
By Kelley R. Taylor
Shopping -
College Towns Are Becoming Retirement Destinations in 2026: How Does the Tax Math Add Up for Retirees?Retirement University and college towns offer a mix of cultural activity and healthcare access that appeals to some retirees. But the tax tradeoffs vary significantly depending on where you land.
By Kelley R. Taylor
Retirement -
From Buying a New Car to Having a Baby: How the OBBBA Affects YouAs well as making many tax cuts permanent, the OBBBA introduced a host of thresholds, phaseouts and deductions that affect everyday taxpayers, including these key changes.
By Tracy Byrnes, CDFA®
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Converting to a Roth IRA? Don't Do It Like ThisYou might want to convert all of your retirement savings to a Roth in one go, but you could pay hundreds of thousands more in taxes than you'd have to.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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What are Annuities? The Different Types and How They WorkAnnuities are becoming more popular among savers who want peace of mind and a regular stream of income in retirement.
By Jacob Wolinsky
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Give More, Pay Less: Guide to 2026 Tax-Smart Charitable GivingTax law changes might be confusing, but there are still ways to be generous without sacrificing financial security. A donor-advised fund is a place to start.
By Caleb Lund, CAP®
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13 Things Every Worker Needs to Know About the 2026 W-4 FormTax Forms Knowing how this IRS form works can help with new jobs, tax refunds, and avoiding estimated tax payments in 2026.
By Rocky Mengle
Tax Forms -
Kiplinger Readers' Choice Awards 2026: Tax Software*The results of the Kiplinger Readers’ Choice Awards' best tax software category.
By Rachael Green
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This Is Why Your 2025 Tax Bill Shocked YouMany taxpayers were expecting higher tax refunds this year, only to find they owed money to the IRS. What was to blame — and how can you avoid it next year?
By Stacy Francis, CFP®, CDFA®, CES™
