Taxes
News, insights and expert analysis on taxes from the team at Kiplinger.
Explore Taxes
Latest
-

Low-Tax States for 'Middle-Class' Families in 2026
State Tax Here are the best states for families with middle incomes (due to low tax burdens).
By Katelyn Washington
State Tax -

Ask the Editor: Roth Conversions and Tax Planning
Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on how to convert a traditional IRA to a Roth IRA.
By Joy Taylor
Ask the Editor -

How to Maximize Your Generosity Before the 2026 Cap Kicks In
With the OBBB set to dramatically change charitable tax deductions in 2026, donors might want to consolidate gifts into 2025 to lock in current tax benefits.
By Bob Peterson, J.D.
-

3 Steps to See You and Your Heirs Through a Wealth Transfer
Both givers and receivers need to be seriously strategic about communicating, understanding tax efficiency and leveraging smart money moves.
By John Vandergriff
-

Turkey, Tariffs and Grocery Taxes? The Real Cost of Thanksgiving Dinner 2025
Food Taxes For some who celebrate, Thanksgiving can mean a full table, family and a sense of gratitude. But in this year, it also means a focus on the bottom line.
By Kelley R. Taylor
Food Taxes -

4 Strategies for Older Adults to Cut Property Taxes
Before you settle your next property tax bill, make sure you're taking full advantage of these tax breaks for older homeowners across the US.
By Sandra Block
-

Most Expensive States to Live in for Homeowners
Property Tax High property tax bills make the places on this list the most expensive states for homeowners to live in.
By Katelyn Washington
Property Tax -

6 Ways AI Can Improve Your Financial Life
While they can't replace human advisers, AI-based tools can take some of the guesswork out of financial tasks — from budgeting to filing taxes and investing.
By Bob Haegele
-

Downsize in Retirement With 2026 Tax Benefits: 3 Key Strategies
Retirement Taxes Downsizing retirees may benefit from tax savings, lower utility bills, and freed-up income.
By Kate Schubel
Retirement Taxes




