Taxes
News, insights and expert analysis on taxes from the team at Kiplinger.
Explore Taxes
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5 Ways the OBBBA Rewards the Midwestern MillionaireDiligent savers who take steps to capitalize on these tax-saving opportunities can keep more of their wealth and even help build a tax-efficient legacy.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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The Real Reason 'Tax Me More' Billionaires Don't Just Cut a Check to the IRSHigh Net Worth Tax IRS collections are obligations, not donations. Discover how ultra-wealthy households shield fortunes from ordinary rates and how you might, too.
By Kate Schubel
High Net Worth Tax -
Do's and Don'ts for the First Meeting With a Financial AdviserThe first meeting with a new adviser can be intimidating, but you can reduce your worry and ensure you're hiring the right person by following a few rules.
By John Jones, ChFC®, EA, BCP®
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States Sending 'Stimulus' Checks in 2026Rebate Checks Some people are receiving one-time state rebate checks. Is your state sending money?
By Kelley R. Taylor
Rebate Checks -
Received an IRS Letter? Taxpayer Confusion Grows Over Whether CP53E Notices Are RealTax Refunds IRS notices about refunds and direct deposit information are confusing some taxpayers and raising concerns about scam letters.
By Kelley R. Taylor
Tax Refunds -
10 Tax-Friendly States for Retirees in 2026Retirement Tax If you’re looking for the best states to retire for taxes, you may want to consider one of these most tax-friendly states for retirees.
By Kate Schubel
Retirement Tax -
Direct Energy Investing: Tax Advantages for High EarnersDirect energy investing offers unique tax benefits, although high-income households should carefully evaluate its risks, not just its tax treatment.
By Jay R. Young
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How to Avoid the Tax Torpedo That Targets Wealthy RetireesIf you've saved millions for retirement, take cover from the "tax torpedo" of RMDs, IRMAA and the NIIT, which all conspire to spike your marginal tax rate.
By Evan T. Beach, CFP®, AWMA®
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Are You a Woman Who Has No Time for Financial Planning?Many women forgo financial planning because it's just another thing to add to their lengthy to-do list. Here's why you should bump it to the top of your list.
By Beth Bosworth, CFP®
