Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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How to Make the Most of These 2 Tax Breaks ASAP
Taxpayers can strategically use these temporary tax opportunities in particular to lock in long-term tax savings. Here's how.
By Michael Neuenschwander, CFP®, CPA
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Check Out These Opportunities Created by the New Tax Law
A deep dive into the One Big Beautiful Bill Act (OBBBA) reveals key opportunities in 2026 and beyond.
By Justyn Volesko, JD, LL.M.
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Guide to How All-Assets Planning Offers a Better Retirement
An "all-asset" strategy would integrate housing wealth and annuities with traditional investments to generate more income and liquid savings for retirees.
By Jerry Golden, Investment Adviser Representative
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7 Tax Blunders to Avoid in Your First Year of Retirement
A business-as-usual approach to taxes in the first year of retirement can lead to silly trip-ups that erode your nest egg. Here are seven common goofs to avoid.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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6 Overlooked Areas That Can Make or Break Your Retirement
If you're heading into retirement with scattered and uncertain plans, distilling them into these six areas can ensure you thrive in later life.
By David Lukas, Investment Adviser Representative
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7 Risks Your Retirement Plan Should Address
Your retirement needs to be able to withstand several major threats, including inflation, longevity, long-term care costs, market swings and more.
By Erick Arnett
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To Retire Rich, Stop Chasing Huge Returns and Do This Instead
Saving a large percentage of your income, minimizing taxes and keeping spending in check can offer a more realistic path to retiring rich.
By Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser
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Plan to Give
Advertiser Content Whittier Trust Company
Sponsored Charitable giving strategies in the wake of the “One Big Beautiful Bill."
By Whittier Trust Company
Sponsored -
Domestic vs Offshore Asset Protection Trusts: A Basic Guide
Learn the difference between domestic asset protection trusts and foreign or offshore asset protection trusts to help you decide what might work best for you.
By Jeffrey M. Verdon, Esq.
