Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
-
Avoid Estimated Tax Payments in Retirement With RMD Withholding
RMDs If you don't need the money to live on, wait until December to take your RMD, and ask the sponsor to withhold a big chunk for the IRS.
By Kevin McCormally Last updated
RMDs -
Timing Is Everything for Roth Conversions: An Expert's Guide to the Right Strategy
Understanding the nuances of Roth conversions can help you avoid forking over more money in taxes than you need to.
By Alex Astin, MBA, CEP®, IAR Published
-
Ask the Editor, June 13: Questions on Home Sales and Taxes
In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on home sales and calculating tax basis in a home.
By Joy Taylor Published
-
When Are Estimated Tax Payments Due in 2025?
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 Last updated
Tax Deadlines -
Coverdell ESAs vs. 529 Plans: Which Should You Choose?
Savings Accounts These savings accounts can offer tax benefits for school and retirement expenses. Here’s how.
By Kate Schubel Published
Savings Accounts -
Wealth Advisers: In Estate Planning, the End Is Just the Beginning
We need to keep the lines of communication with our clients open so that we can anticipate and help them navigate issues that arise over time.
By Nicole Jackson-Leslie, JD, 21/64 Certified Advisor Published
-
Eight Estate Planning Steps to Protect Your Loved Ones (and Your Legacy)
Two-thirds of Americans don't have an estate plan. If you're one of them, these are the essential steps to take now to prevent problems for your family later.
By Alex Allegro Published
-
Ask the Editor, June 6: Questions on Hobby Losses, Medicare
In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on hobby losses, I bonds and Medicare premiums.
By Joy Taylor Published
-
Ask the Editor — Questions on the One Big Beautiful Bill
Ask the Editor In this week's Ask the Editor Q&A, we answer tax questions from readers on the House-passed “One Big Beautiful Bill.”
By Joy Taylor Published
Ask the Editor