Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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How to Use Qualified Opportunity Funds for Tax-Free Savings
Investors who combine Roth IRAs, the gold standard of tax-free savings, with qualified opportunity funds could enjoy decades of tax-free growth.
By Michael Kelley
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How to Use 1031 Exchanges to Build Your Real Estate Empire
Small rental properties can be excellent investments, but you can use 1031 exchanges to transition to commercial real estate for bigger wealth-building.
By Daniel Goodwin
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4 Pro Tips for Successfully Scaling the Medicare Mountain
Attempting to conquer Medicare without a plan is risky. The safest route requires a thorough understanding of your options and never leaves decisions to chance.
By Cathy DeWitt Dunn, CDFA®, FRC®
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Why Charitable Remainder Trusts Team With Donor-Advised Funds
If a charitable remainder trust puts too many constraints on your family's charitable giving, consider combining it with a donor-advised fund for more control.
By Mark Marrazzo
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The Illinois 'Cliff Tax': How a Single Dollar Can Push You Over
Illinois' estate tax "threshold" (rather than "exemption") can surprise families, but proactive planning can help preserve more for heirs and charitable causes.
By Scott Tucker, Investment Adviser Representative
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These Retirement Planning Steps Protect the Life You Want
This kind of planning focuses on the intentional design of your estate, philanthropy and long-term care protection.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®)
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The 5 Biggest Tax Mistakes New Retirees Make in the First 5 Years
Making the wrong tax moves in the first few years of retirement can be costly for you and your heirs. These are the five biggest mistakes to avoid.
By Travis Babb, CFP®, EA
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Inherited an IRA? Don't Fall Into the 10-Year Tax Trap
Rules on inherited IRAs have tightened, and most non-spouse beneficiaries must empty the pot in 10 years or face stiff penalties. That calls for an action plan.
By Mike Palmer, CFP
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How to Position Investments to Minimize Taxes for Your Heirs
To minimize your heirs' tax burden, focus on aligning your investment account types and assets with your estate plan, and pay attention to the impact of RMDs.
By Christopher Budd
