Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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The High Earner's Guide to Winning Your 2026 Tax Season
Tracking activity as early as possible in the year will help you deal with rule changes and avoid last-minute moves when it's time to file your taxes.
By Rachel Richards, CPA
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With Your Investments, Think Location, Location, Location
Tax diversification is as important as investment diversification: Focusing on what investment goes into which account helps determine how much of it you keep.
By John Vandergriff
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5 Estate Planning Things You Need to Do Now
Completing these five essential tasks right away can protect your family and their inheritance from potential high taxes and the probate process.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Add Lifetime Annuities to Unlock Home Equity and Tax Benefits
Combining a QLAC with a HECM can help mass affluent retirees secure guaranteed lifetime income, tax advantages and liquid savings to cover late-in-life expenses.
By Jerry Golden, Investment Adviser Representative
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The 10-Year Rule for Inherited IRAs
Kiplinger Tax Letter The IRS’ interpretation of the 10-year clean-out rule on inherited IRAs can be complicated.
By Joy Taylor
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Tax Forms Retirees Are Getting in 2026 and What They're For
Knowing what forms you're getting and why is important so you can ensure that you and your tax preparer have what's needed to file your taxes.
By Evan T. Beach, CFP®, AWMA®
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Inherited Money or Property? Here's How It Could Be Taxed
Inheriting assets comes with various tax considerations. Here's a guide on everything you need to know, from estate taxes to new rules on inherited IRAs.
By Daniel Razvi, Esquire
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How Retirees in the 2% Club Can Reduce Their Lifetime Taxes
Retirees with a pension and significant savings can use this strategy to lower taxes, avoid penalties like IRMAA and gain more control over retirement income.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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How Year-Round Tax Planning Can Reduce Tax Season Stress
Meeting tax deadlines is crucial, but good year-round habits — including making use of workplace benefits — can help lower your tax bill and your stress levels.
By Kate Winget
