Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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Why Your Dream Move Abroad Could Be a Financial NightmarePulling up stakes and moving your family — and your money — abroad isn't for the fainthearted, not least because of ultracomplicated tax and banking rules.
By Ann Marie Regal
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Do You Know What It Takes to Be a Millionaire? Test YourselfQuiz Wonder what separates those who build a million-dollar nest egg from the rest, and whether you have what it takes to make $1M? Take this quiz to find out.
By Joyce Lamb
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Have You Checked Your Retirement Plan for Tax Leaks?Accumulating wealth for retirement is one thing, having a solid income structure and tax plan is another. Without them, savings could quietly drain away.
By Ron Mark
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Why (and How) Real Estate Investors Can Defer Taxes ForeverReal estate investors can use 1031 exchanges and depreciation to defer taxes over a lifetime, before passing assets to heirs tax-free. Here's how it works.
By Alan Stalcup
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How Benjamin Franklin's Simple Money Rules Could Help Lower Your 2026 TaxesIncome Tax Start your midyear tax planning with these simple, timeless money rules.
By Kate Schubel
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How High Earners Can Get Through the Income Tax MazeIncome tax rules are more complex than ever, even more so for those earning between $150,000 and $500,000. The solution? Active and intentional tax management.
By Scott Noble, CPA/PFS
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Do You Know How Working in Retirement Affects Your Benefits?Quiz How much do you know about the impact on Social Security, taxes and healthcare when you work past retirement age or decide to "unretire"?
By Charlotte Gorbold
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How Roth Conversions Can Help Your Family Avoid an IRA Tax TrapYour spouse and children could be bumped into higher tax brackets if you leave them a substantial sum in an IRA. Partial Roth conversions now can help.
By Craig Kirsner, Investment Adviser Representative
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Entrepreneurs are Missing This Wealth-Building OpportunityBusiness owners should start exit and estate planning years before a potential sale. Waiting until the deal is on the table can cost you millions in taxes.
By Bill Baynard
