Taxes
News, insights and expert analysis on taxes from the team at Kiplinger.
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Are You Ready to Spend in Retirement? 5 QuestionsShifting from saving to spending in retirement requires a new way of thinking. Answer these five questions to find out if you're ready for this next chapter.
By Vincent Sgro
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Is Retiring to a Low-Tax State Really Worth It?Unexpected costs could outweigh your tax savings, so it could be smarter to explore tax planning strategies that would let you stay right where you are.
By Ben Fuchs, CFP®, CPWA®
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Did You Just Come Into a Lot of Money? 4 Steps to Make It LastSudden wealth is less about the money and more about the discipline to manage it, so it's critical to pause and plan before making any major financial moves.
By Jeremy DiTullio, CFP®, AWMA®, CRPC®
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Ask the Tax Editor: Are More Tax Changes Coming From Congress?Ask the Editor Joy Taylor answers questions from readers on on various tax proposals in Congress that taxpayers and preparers should keep an eye on this year and next.
By Joy Taylor
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Do You Know Why a Roth Conversion Isn't Right for Everybody?Quiz Roth conversions can be a game-changer for retirees with pensions facing higher tax rates. Find out how much you know about conversions' impact on your money.
By Joyce Lamb
Quiz -
How Everyday Families Can Prepare to Transfer WealthOver the next two decades, a Great Wealth Transfer will occur between baby boomers and the generations that follow. Is your family prepared to handle it?
By Tony Drake, CFP®, Investment Advisor Representative
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2026 HSA Contribution Limits: What to Know Before the Year EndsHealth Savings The IRS says Health Savings Account contribution limits increased again due to inflation.
By Kelley R. Taylor
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When Are Estimated Tax Payments Due in 2026?Tax Deadlines You make quarterly estimated tax payments to the IRS if you are self-employed or don’t have taxes withheld from your income for other reasons.
By Kelley R. Taylor
Tax Deadlines -
Gift Tax Exclusion 2026: How Much You Can Give Tax‑Free This YearGift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor
Gift Tax
