Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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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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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®
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If You're Too Rich for a Roth, Consider a Mega Backdoor RothA mega backdoor Roth IRA allows high-income earners to potentially move tens of thousands of dollars into a tax-free retirement account. This is how it works.
By Nancy Hite, CFP®, CLU®, ChFC®, RFC®
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From Buying a New Car to Having a Baby: How the OBBBA Affects YouAs well as making many tax cuts permanent, the OBBBA introduced a host of thresholds, phaseouts and deductions that affect everyday taxpayers, including these key changes.
By Tracy Byrnes, CDFA®
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Converting to a Roth IRA? Don't Do It Like ThisYou might want to convert all of your retirement savings to a Roth in one go, but you could pay hundreds of thousands more in taxes than you'd have to.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Give More, Pay Less: Guide to 2026 Tax-Smart Charitable GivingTax law changes might be confusing, but there are still ways to be generous without sacrificing financial security. A donor-advised fund is a place to start.
By Caleb Lund, CAP®
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Forget the Buzz About Roth Conversions: Here's the RealityRoth conversions have become a hot financial buzzword in recent years, but they're frequently misunderstood. Here's why they aren't the best move for everyone.
By Cathy DeWitt Dunn, CDFA®, FRC®
