Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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3 Year-End Tax Strategies for Retirees With $2M to $10M
To avoid the OBBB messing up your whole tax strategy, get your Roth conversions and charitable bunching done by year's end.
By Evan T. Beach, CFP®, AWMA®
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'Politics' Is a Dirty Word for Some Advisers: That's Not Cool
Your financial plan should be aligned with your values and your politics. If your adviser refuses to talk about them, it's time to go elsewhere.
By Maggie Kulyk, CRPC®, CSRIC™
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To Move Abroad, Choose an Adviser Who Sees Both Sides of the Border
Working with a cross-border financial planner is essential to integrate tax, estate and visa considerations and avoid costly, unexpected liabilities.
By Alex Ingrim, Chartered MCSI
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This Tax Trap Costs High Earners Thousands Each Year
Mutual funds in taxable accounts can quietly erode your returns. More efficient tools, such as ETFs and direct indexing, can help improve after-tax returns.
By Joshua Taffer, CEPA, CPWA®
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5 Things to Know About Taxes Before Moving to Portugal
Moving to Portugal might not be the clean financial break you expect due to U.S. tax obligations, foreign investment risks, lower investment yields and more.
By Ricardo Jesus, MBA
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Who Hates Taxes? The Best Time to Plan for Them Is Right Now
By creating a tax plan, you can keep more of what you've earned and give less to Uncle Sam. Here's how you can follow the rules and pay only your fair share.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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'Smart' Estate Planning Can Cause Problems: Unraveling Myths
Sometimes no plan at all could be better than making these unfortunate mistakes. Don't let your best intentions mess things up for your heirs.
By Daniel E. Stickel
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Ask the Editor: Roth Conversions and Tax Planning
Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on how to convert a traditional IRA to a Roth IRA.
By Joy Taylor
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How to Maximize Your Generosity Before the 2026 Cap Kicks In
With the OBBB set to dramatically change charitable tax deductions in 2026, donors might want to consolidate gifts into 2025 to lock in current tax benefits.
By Bob Peterson, J.D.
