Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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4 Money Mistakes That Can Haunt You For YearsOverlooked financial mistakes can haunt you for years. Here are some of the most common ones and ways to avoid them.
By Sean Jackson
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8 ways to potentially lower your taxesAdvertiser Content Ameriprise Financial Services, LLC.
Consider these strategies to potentially reduce your taxes.
By Ameriprise Financial
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3 Smart Ways to Delay or Defer Taxes on Your RMDsIf you don't need or want to take your required minimum distributions (RMDs), you can consider these strategies to help lower your tax bill.
By Evan T. Beach, CFP®, AWMA®
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Tax Strategies for 4 Types of Real Estate InvestorsNot every real estate investor needs the same playbook. Here's how to match your situation to the right tax-advantaged real estate strategy.
By Daniel Goodwin
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Ask the Tax Editor: Questions on Vehicle ExpensesAsk the Editor Kiplinger editor Joy Taylor answers readers' questions about deducting vehicle expenses, including the standard mileage allowance.
By Joy Taylor
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Tax-Efficient Retirement Income StrategiesProtecting clients' retirement income requires proactive tax management, optimized Social Security timing and flexible withdrawal strategies.
By Myles J. McHale, Jr. AIF®, CRPP®
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Is Your Tax Professional Filing Your Taxes or Actually Planning Them?Tax Planning An ongoing CPA shortage means high earners can no longer afford to settle for backward-looking compliance.
By Kate Schubel
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How to Turn Your RMD Into a Smart Tax StrategyRequired minimum distributions can be used as a tool to help lower your tax bill, smarten your charitable giving and keep your retirement strategy on track.
By Jonathan I. Shenkman, AIF®
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How to Fact-Check AI Financial Advice in 7 StepsAI chatbots can offer quick retirement insights, but can also provide outdated figures. Always double-check their advice before making financial decisions.
By Anthony Martin
