Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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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.
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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®
