Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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Consider These 4 Tweaks to Your 2026 Financial Plan
There's never a bad time to make or review a financial plan. But recent changes to the financial landscape might make it especially important to do so now.
By Michael Aloi, CFP®
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Investors Could Reap Millions With 2026's Shift in Tax Rules
Three major tax strategies will align in 2026, creating unique opportunities for real estate investors to significantly grow their wealth. Here's how it works.
By Daniel Goodwin
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When Can Tax Planning Be an Act of Love? This Family Found Out
How can you give stock worth millions to a loved one without giving them a huge capital gains tax bill? This family's financial adviser provided the answer.
By Stacy Francis, CFP®, CDFA®, CES™
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Turning 59½: 5 Planning Moves Most Pre-Retirees Overlook
Age 59½ isn't just when you can access your retirement savings penalty-free. It also signals the start of retirement planning opportunities you shouldn't miss.
By Kyle Hammerschmidt, Investment Adviser
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How to Make the Most of These 2 Tax Breaks ASAP
Taxpayers can strategically use these temporary tax opportunities in particular to lock in long-term tax savings. Here's how.
By Michael Neuenschwander, CFP®, CPA
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Check Out These Opportunities Created by the New Tax Law
A deep dive into the One Big Beautiful Bill Act (OBBBA) reveals key opportunities in 2026 and beyond.
By Justyn Volesko, JD, LL.M.
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Guide to How All-Assets Planning Offers a Better Retirement
An "all-asset" strategy would integrate housing wealth and annuities with traditional investments to generate more income and liquid savings for retirees.
By Jerry Golden, Investment Adviser Representative
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7 Tax Blunders to Avoid in Your First Year of Retirement
A business-as-usual approach to taxes in the first year of retirement can lead to silly trip-ups that erode your nest egg. Here are seven common goofs to avoid.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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6 Overlooked Areas That Can Make or Break Your Retirement
If you're heading into retirement with scattered and uncertain plans, distilling them into these six areas can ensure you thrive in later life.
By David Lukas, Investment Adviser Representative
