Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
-
Reduce Stress With a Layered Approach for Your Retirement Money
To be confident about retirement, consider building a safety net by dividing assets into distinct layers and establishing a regular review process. Here's how.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
-
Why I Became an Advocate for Fee-Only Financial Advice
Can financial advisers who earn commissions on product sales give clients the best advice? For one professional, changing track was the clear choice.
By David Bromelkamp
-
4 Ways Washington Could Put Your Retirement at Risk
Legislative changes, such as shifting tax brackets or altering retirement account rules, could affect your nest egg, so it'd be prudent to prepare. Here's how.
By J. Burke "J.B." Howard
-
2026's Tax Trifecta: Expert Guide to Rural OZs (With Calendar)
Real estate investors can triple their tax step-up with rural opportunity zones this year. This month-by-month action plan will ensure you meet the deadlines.
By Daniel Goodwin
-
Have You Aligned Your Tax Strategy With These OBBBA Changes?
Individuals and businesses should work closely with their financial advisers to refine tax strategies this season in light of these five OBBBA changes.
By John Bute, CPA
-
Taxes May Be a Certainty, But the Amount You Pay Doesn't Have to Be
Don't wait until Tax Day to start exploring your options. Take some steps throughout the year, and you may be pleasantly surprised.
By Brett Gottlieb, Investment Adviser Representative
-
When Are Estimated Tax Payments Due in 2026?
Tax Deadlines You make quarterly estimated tax payments to the IRS if you are self-employed or don’t have taxes withheld from your income for other reasons.
By Kelley R. Taylor
Tax Deadlines -
For HNW Retirees, Tax and Estate Planning Are the Main Events
Tax and estate planning can have far-reaching results for wealthy retirees and are just as important as investment management. This financial adviser explains.
By Evan T. Beach, CFP®, AWMA®
-
8 ways to potentially lower your taxes
Advertiser Content Ameriprise Financial Services, LLC.
Consider these strategies to potentially reduce your taxes.
By Ameriprise Financial
