Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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Could Your Roth Conversion Bump You Into a 50% Tax Rate?
Extra income from Roth conversions can cause your marginal rate to spike far above your visible tax bracket. Here's what to watch for — and how to plan.
By Ethan M. West
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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
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5 Quick Tax Tips for 2025 and 2026, From a Financial Planner
These five key tax strategies can help retirees navigate new rules and deductions, reduce your taxes and preserve more of your retirement income.
By Luke McCarty, CFP®, CRPC®
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Tax Season Is Almost Over, But Tax Planning Should Carry On
Don't stop thinking about taxes after April. Year-round planning, especially in retirement, will help prevent nasty surprises when tax season rolls around again.
By Tim Dahlberg, CEP®
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Does Your Retirement Plan Ignore Half of Your Net Worth?
Including your housing wealth in your retirement plan can lead to higher lifetime income and a larger legacy than a plan based on selling the home for the cash.
By Jerry Golden, Investment Adviser Representative
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Don't Let Low Tax Rates Lull You Into the Torpedo Zone
The Social Security provisional income threshold can create a "tax torpedo" for disciplined savers, raising your effective marginal tax rate to 40.7% or more.
By Ray R. Harris, MBA, RSSA®
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Don't Defer Retirement if You're a Landlord, Defer Taxes
A millionaire couple spent 30 years building a real estate empire — and nearly handed a million dollars of it to the IRS before discovering an exit strategy.
By Daniel Goodwin
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Turned 73 Last Year? Your First RMD May Be Due April 1
RMDs April Fool's Day is an important RMD deadline for some older adults and retirees.
By Kelley R. Taylor
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4 Smart Ways to Use Your Tax Return for Financial Planning
Don't just file your tax return and forget about it. Reviewing it will reveal how financial decisions have played out, and how to make better ones in future.
By Michael Pappis, CFP®
