Taxes
News, insights and expert analysis on taxes from the team at Kiplinger.
Explore Taxes
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Cut Taxes on 401(k) Company Stock With the NUA RuleKnowing about net unrealized appreciation (the gap between what you paid for your company shares and what they're now worth) could save you thousands in taxes.
By Scott Schwitzer
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The Wash Sale Rule: 6 Things to Know to Avoid Tax PitfallsInvesting The wash sale rule is important when you are selling and rebuying stocks to offset losses.
By Kelley R. Taylor
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8 Retirement Tax Strategies Your CPA Won't ShareTax preparation calculates what you owe for the previous year, but tax planning helps lower your lifetime tax bill — and is vital for retirees with pensions.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Tax Fact vs Myth: How Much of Your Inheritance Actually Gets Taxed?Quiz Receiving an inheritance is typically less taxable than you might think.
By Kelley R. Taylor
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How the Energy Crisis Is Changing Real Estate InvestingFrom strategic 1031 exchanges to 100% bonus depreciation and Opportunity Funds, this is how savvy investors are turning global turbulence into long-term wealth.
By Daniel Goodwin
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Does Your Charitable Giving Plan Need an Overhaul?Creating an intentional charitable giving plan allows you to align your contributions with your core values while making the most of your tax benefits.
By Marguerite Weese, JD, LL.M.
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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
