Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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3 Steps to See You and Your Heirs Through a Wealth Transfer
Both givers and receivers need to be seriously strategic about communicating, understanding tax efficiency and leveraging smart money moves.
By John Vandergriff
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Family Offices: Women of Wealth Create a New Model of Giving
Women who are inheriting wealth today are shifting from traditional philanthropy to creating sustainable systems to fund philanthropic gifts into perpetuity.
By Kathleen Grace, CFP®, CIMA®, MPrA
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Donating Stock: The 2-for-1 Deal You'll Love at Tax Time
Giving appreciated stock or using a donor-advised fund (DAF) this year would be smarter than writing a check to support your favorite causes. Here's why.
By David Conti, CPRC
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Year-End Tax Planning Can Protect You From a Big Tax Bill
Tax Letter With a short time left before 2025 comes to a close, year-end tax planning is all-important. Here are some areas to focus on.
By Joy Taylor
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Here's What Being in the 2% Club Means for Your Retirement
Only 2% of the population has both a pension and more than $1 million saved. This is a great place to be, but also requires advanced tax planning.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Working and Getting Social Security? An Earnings Test Guide
If you haven't reached your full retirement age yet, your Social Security check could take a hit, depending on how much you earn.
By Martha Shedden, CRPC®
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Charitable Giving Just Got Easier, But Also a Little Harder
The OBBB shakes up charitable deductions with a little help for non-itemizers and a new challenge for itemizers this holiday season.
By Charles A. Borek, JD, MBA, CPA
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Quiz: How Well Do You Know Delaware Statutory Trusts?
Quiz Real estate investing pro Daniel Goodwin recently wrote about Delaware statutory trusts for Adviser Intel. Find out if you understand how DSTs work.
By Kiplinger Staff
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Top Four Retirement Withdrawal Strategies to Maximize Your Savings
These retirement withdrawal strategies avoid tax and stock market pitfalls that can eat into your savings.
By Adam Shell
