Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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2 Retirement Tax Strategies To Keep More of Your WealthA tax planning strategy that combines direct indexing and tax-loss harvesting could help retirees minimize what they pay Uncle Sam and keep more of their wealth.
By Aaron R. Simpson, CFP®, ChFC®, RICP®
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The Danger of the Word ‘Permanent’ in Estate PlanningHigher estate tax exemptions may be presented as "permanent," but relying on tax rules to stay the same — and not regularly updating your estate plan — is risky.
By Luke A. Palmer, CFP®, AAMS®, CRPS®, AWMA®
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Your Retirement Planning Scorecard: 5 Key Areas to MonitorJust like a good coach looks beyond the scoreboard to prepare for the next game, successful retirement planning requires regular evaluation.
By Jeffrey V. Covert, CFP®, CPA
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DST Taxes: Why You Pay on More Than the IncomeDST investors may pay taxes on income being held back for future property improvements. It's no cause for alarm, as taxes today mean tax benefits tomorrow.
By Dwight Kay
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Why Your Pension Likely Means You’ll Pay Taxes in RetirementEighty percent of retirees pay $0 in federal income taxes, but since you have a pension, you're likely in the 20% who will pay taxes. What you can do about it.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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How Your Financial Decisions Can Ripple Through RetirementEven something as simple as buying a new car can have wide-ranging consequences. This metaphor can help you understand your options.
By Myles J. McHale, Jr. AIF®, CRPP®
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How Delaware Statutory Trusts (DSTs) Actually WorkA Delaware statutory trust turns one property into a passive fractional interest in another. Here's how it works and why giving up control is part of the deal.
By Carl E. Sera, CMT
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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®
