Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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How to Avoid the Financial Mistakes Described in 'Strangers'One of this year's bestselling books is a timely reminder of the dangers of leaving money matters solely to your partner.
By Sathya Chey Patterson, CFP®, CDFA®, CSRIC®, AIF®
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A Financial Pro on Paying Off Your Mortgage Before RetiringYour decision will depend on several factors, such as your interest rate, the tax impact, your available deductions and your cash flow situation.
By Ben Fuchs, CFP®, CPWA®
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Awarded Company Stock? How to Avoid a Massive Tax HitDon't wait until filing season to plan a tax strategy for your company stock. On top of the usual taxes, you could face extra liabilities, penalties and risks.
By Stacy Francis, CFP®, CDFA®, CES™
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3 Reasons High Earners Should Revisit Their Financial PlansTechnology is changing the way financial planners work and opening new doors for high earners. Here's why you may benefit from revisiting your existing plan.
By Michael Aloi, CFP®
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How the Widow's Penalty Could Double Your Spouse's Tax BillThe widow's penalty is when losing a spouse triggers a huge financial hit. It's an unfortunate twist of the tax system, but the good news is you can plan for it.
By Kyle Hammerschmidt, Investment Adviser
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Take These Steps to Tame Your Taxes In RetirementWorried about rising rates? Here’s how to avoid a bigger bill after you stop working.
By Richard Eisenberg
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Opportunity Zone 2.0 Designations: Your Governor's RoleWith governors redrawing the Opportunity Zone map for 2027-2036, investors who act now could shape where tax-advantaged capital flows for the next decade.
By Daniel Goodwin
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Property Tax Bills Are on the Rise. Here's What You Can DoProperty taxes are rising faster than inflation in many areas. There are some steps you can take.
By Lisa Gerstner
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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
