Taxes
News, insights and expert analysis on taxes from the team at Kiplinger.
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Kiplinger Weekly Quiz — What's Happening to Paper Checks?
Quiz Roth rules, interest rates, Nvidia and paper checks were all featured by Kiplinger this week — but why? How much do you know about the week's financial news?
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Ten States With the Lowest Sales Tax
Sales Tax Living in one of the lowest sales tax states doesn't always mean you'll pay less.
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Mortgage Refinance in 2025? These Tax Breaks Can Boost Your Savings
Tax Breaks Refinancing your mortgage comes with tax implications, but also opportunities to deduct certain expenses on your return.
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Ask the Editor: Questions on Expiring Home Energy Tax Credits
Ask the Editor In this week's Ask the Editor Q&A, we answer four questions from readers on expiring tax credits for energy-saving upgrades to your home.
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I'm a Financial Planner: These Three Things Are Missing From Almost Every Financial 'Plan' I See
A financial plan should be a detailed road map to a worry-free retirement. Watch out: If your plan has these common holes, you could be headed for a dead end.
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Is the One Big Beautiful Bill Really All That Great for Your Retirement?
While tax cuts sound attractive, it's still wise to plan ahead for retirement by considering strategies like Roth conversions to offset potential tax increases in the future and stealth taxes that could surprise you.
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2026 HSA Contribution Limits Are Set: What to Know Now
Health Savings The IRS says Health Savings Account contribution limits will increase again next year due to inflation.
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New Jersey ANCHOR Rebates Out Now: What to Know
Tax Relief Find out how to check your ANCHOR rebate status — or apply for New Jersey property tax relief before it's too late.
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I'm a Real Estate Investing Expert: Optional 721 UPREIT DSTs Can Be the Best of Both Worlds
Before investing in any 721 UPREIT exchange, look for one that offers a straightforward, investor-friendly exit.