Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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Does Your Retirement Plan Ignore Half of Your Net Worth?Including your housing wealth in your retirement plan can lead to higher lifetime income and a larger legacy than a plan based on selling the home for the cash.
By Jerry Golden, Investment Adviser Representative
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Don't Let Low Tax Rates Lull You Into the Torpedo ZoneThe Social Security provisional income threshold can create a "tax torpedo" for disciplined savers, raising your effective marginal tax rate to 40.7% or more.
By Ray R. Harris, MBA, RSSA®
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Don't Defer Retirement if You're a Landlord, Defer TaxesA millionaire couple spent 30 years building a real estate empire — and nearly handed a million dollars of it to the IRS before discovering an exit strategy.
By Daniel Goodwin
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Turned 73 Last Year? Your First RMD May Be Due April 1RMDs April Fool's Day is an important RMD deadline for some older adults and retirees.
By Kelley R. Taylor
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4 Smart Ways to Use Your Tax Return for Financial PlanningDon't just file your tax return and forget about it. Reviewing it will reveal how financial decisions have played out, and how to make better ones in future.
By Michael Pappis, CFP®
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Family Tax Planning is Experiencing a Rare Moment — Seize ItThe tax landscape has stabilized, giving wealthy families an opportunity to move away from reactive decision-making and redirect their attention toward planning.
By Mark R. Parthemer, JD, AEP, ACTEC Fellow
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The High Earner's Guide to Winning Your 2026 Tax SeasonTracking activity as early as possible in the year will help you deal with rule changes and avoid last-minute moves when it's time to file your taxes.
By Rachel Richards, CPA
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With Your Investments, Think Location, Location, LocationTax diversification is as important as investment diversification: Focusing on what investment goes into which account helps determine how much of it you keep.
By John Vandergriff
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5 Estate Planning Things You Need to Do NowCompleting these five essential tasks right away can protect your family and their inheritance from potential high taxes and the probate process.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
