Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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Retirement Tax Breaks That Could Cut Your Tax Rate in HalfIncorporating housing wealth and lifetime annuities in your retirement income plan can offer a significant tax-cost advantage over an investment-only plan.
By Jerry Golden, Investment Adviser Representative
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Feeling a Tax Bite? Municipal Bonds Could Be CompellingIf you just wrote a check to the IRS, that could be a reminder that today's municipal bond market may offer better after-tax outcomes than you might expect.
By Paul Malloy
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Your Portfolio Just Got Hammered: A Tax-Smart Way to RecoverIf your stock portfolio took a beating this spring, there's a little-known tax strategy that lets you defer — and potentially eliminate — capital gains taxes.
By Daniel Goodwin
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3 OBBBA Tax Provisions Wealthy Families Should Act on NowThe estate tax was repealed in 2010, meaning billionaires could pass on their wealth tax-free. OBBBA tax provisions aren't that, but high-net-worth families should still act.
By Eric W. Bond
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This Critical Issue Could Cost Wealthy Families if No One Takes ControlAs private equity consolidates the accounting industry, high-net-worth families with complex tax situations might want to set up centralized oversight.
By Kathleen Grace, CFP®, CIMA®, MPrA
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This Counterintuitive Tax Move Could Save You (and Your Heirs) ThousandsTax planning is a year-round effort that uses strategies like Roth conversions to reduce future bills, even if it means moving into a higher bracket temporarily.
By Jay Sharifi
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This Proactive Tax Strategy Maximizes What You Actually Keep After TaxesIntegrating investment management and tax planning can make a big difference in the taxes you pay, especially during major financial events.
By Omar A. Morillo, CFP®, ChFC®, AIF®
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Retiring Early? ACA Subsidies Now Could Cause Tax Pain LaterHealth care subsidies can be a valuable benefit in early retirement, but locking them in now can mean higher taxes later. Here's what you need to consider.
By Kyle Hammerschmidt, Investment Adviser
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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
