Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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Why You Shouldn't Put All Your Money Into Roth IRAsConverting a tax-deferred account to a Roth can be a good strategy for lowering future taxes, but moving all of your money at once is typically not recommended.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Roth Conversions: The Golden Tax Planning WindowIf a drop in income at retirement has put you in a lower tax bracket, find out whether tactical Roth conversions now could reduce your tax liability forever.
By Jeremy Keil, CFP®, CFA®, CKA®
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After-Tax Returns: The Metric Most Investors MissIf you're ignoring private markets, you could be missing out on legal, tax-efficient strategies that boost after-tax returns without adding extra risk.
By Kelly Ann Winget
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Essential Financial To-Dos for 11 of Life’s Big MilestonesSome milestone moments are cause for popping some bubbly and calling your accountant. These are the financial considerations that accompany certain life events.
By Mary Ware, CFP®, CIMA®, CDFA®
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Sitting on Large Capital Gains? This Trust Offers a Way OutA charitable remainder trust can help if you're anxious to escape a concentrated stock position without a capital gains tax hit.
By Klaus Gottlieb, Esq.
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5 Times You Should Absolutely Not Do a Roth ConversionRoth conversions are useful in the right circumstances, but "always convert" is a dangerous motto. Here are five situations where a Roth is a deal-breaker.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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Big Retiree Tax Blunders: Including the Roth Conversion TrapYour 60s can be the most valuable decade in your life, but far too many people miss valuable tax planning opportunities that can lower their lifetime tax bills.
By Jeremy Keil, CFP®, CFA®, CKA®
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Diversifying With Direct Energy Beyond 60/40For the right investors, direct oil and gas investing offers diversification beyond stocks and bonds and meaningful tax advantages. Should you go for it?
By Jay R. Young
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Why Avoiding IRMAA Could Cost You More in RetirementDoing everything to avoid Medicare surcharges (IRMAA) is tempting, but obsessing over annual premium savings can increase your total retirement tax bill.
By Scott Tucker, Investment Adviser Representative
