Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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This Critical Issue Could Cost Wealthy Families if No One Takes ControlAs private equity consolidates the accounting industry, high-net-worth families with complex tax situations might want to set up centralized oversight.
By Kathleen Grace, CFP®, CIMA®, MPrA
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This Counterintuitive Tax Move Could Save You (and Your Heirs) ThousandsTax planning is a year-round effort that uses strategies like Roth conversions to reduce future bills, even if it means moving into a higher bracket temporarily.
By Jay Sharifi
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This Proactive Tax Strategy Maximizes What You Actually Keep After TaxesIntegrating investment management and tax planning can make a big difference in the taxes you pay, especially during major financial events.
By Omar A. Morillo, CFP®, ChFC®, AIF®
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Retiring Early? ACA Subsidies Now Could Cause Tax Pain LaterHealth care subsidies can be a valuable benefit in early retirement, but locking them in now can mean higher taxes later. Here's what you need to consider.
By Kyle Hammerschmidt, Investment Adviser
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Could Your Roth Conversion Bump You Into a 50% Tax Rate?Extra income from Roth conversions can cause your marginal rate to spike far above your visible tax bracket. Here's what to watch for — and how to plan.
By Ethan M. West
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5 Quick Tax Tips for 2025 and 2026, From a Financial PlannerThese five key tax strategies can help retirees navigate new rules and deductions, reduce your taxes and preserve more of your retirement income.
By Luke McCarty, CFP®, CRPC®
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Tax Season Is Almost Over, But Tax Planning Should Carry OnDon't stop thinking about taxes after April. Year-round planning, especially in retirement, will help prevent nasty surprises when tax season rolls around again.
By Tim Dahlberg, CEP®
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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®
