Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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Tax Breaks for Victims of Hurricanes, Wildfires and Other DisastersTax Breaks A new law gives more tax breaks to victims of natural disasters. The IRS also has an assortment of resources for victims.
By Joy Taylor
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Are You Ready to Spend in Retirement? 5 QuestionsShifting from saving to spending in retirement requires a new way of thinking. Answer these five questions to find out if you're ready for this next chapter.
By Vincent Sgro
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Is Retiring to a Low-Tax State Really Worth It?Unexpected costs could outweigh your tax savings, so it could be smarter to explore tax planning strategies that would let you stay right where you are.
By Ben Fuchs, CFP®, CPWA®
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Did You Just Come Into a Lot of Money? 4 Steps to Make It LastSudden wealth is less about the money and more about the discipline to manage it, so it's critical to pause and plan before making any major financial moves.
By Jeremy DiTullio, CFP®, AWMA®, CRPC®
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Do You Know Why a Roth Conversion Isn't Right for Everybody?Quiz Roth conversions can be a game-changer for retirees with pensions facing higher tax rates. Find out how much you know about conversions' impact on your money.
By Joyce Lamb
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How Everyday Families Can Prepare to Transfer WealthOver the next two decades, a Great Wealth Transfer will occur between baby boomers and the generations that follow. Is your family prepared to handle it?
By Tony Drake, CFP®, Investment Advisor Representative
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When Are Estimated Tax Payments Due in 2026?Tax Deadlines You make quarterly estimated tax payments to the IRS if you are self-employed or don’t have taxes withheld from your income for other reasons.
By Kelley R. Taylor
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Why Retirees With Pensions Need Roth ConversionsRetirees with pensions and large tax-deferred accounts often find themselves pushed into permanently higher tax brackets. Here's what you can do about that.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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How Real Estate Investors Can Prep for Opportunity Zone 2.0The new IRS guidelines for Opportunity Zone 2.0 bring key rule changes and enhanced incentives for rural investments. Here is what investors need to know.
By Daniel Goodwin
