Taxes
News, insights and expert analysis on taxes from the team at Kiplinger.
Explore Taxes
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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
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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 -
Family Offices: Women of Wealth Create a New Model of Giving
Women who are inheriting wealth today are shifting from traditional philanthropy to creating sustainable systems to fund philanthropic gifts into perpetuity.
By Kathleen Grace, CFP®, CIMA®, MPrA
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Donating Stock: The 2-for-1 Deal You'll Love at Tax Time
Giving appreciated stock or using a donor-advised fund (DAF) this year would be smarter than writing a check to support your favorite causes. Here's why.
By David Conti, CPRC
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6 Tax Reasons to Convert Your IRA to a Roth (and When You Shouldn't)
Retirement Taxes Here’s how converting your traditional retirement account to a Roth IRA can boost your nest egg — but avoid these costly scenarios.
By Kate Schubel
Retirement Taxes -
Year-End Tax Planning Can Protect You From a Big Tax Bill
Tax Letter With a short time left before 2025 comes to a close, year-end tax planning is all-important. Here are some areas to focus on.
By Joy Taylor
Tax Letter -
Holiday Shopping Tax Tips for Business Owners
Tax Tips Maximize your year-end savings through these key deductions to reduce your 2025 business tax bill.
By Kate Schubel
Tax Tips -
Ask the Editor: Home Sale Tax Break
Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on the gain exclusion tax break when you sell your home.
By Joy Taylor
Ask the Editor -
Here's What Being in the 2% Club Means for Your Retirement
Only 2% of the population has both a pension and more than $1 million saved. This is a great place to be, but also requires advanced tax planning.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
