Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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The 10-Year Rule for Inherited IRAsKiplinger Tax Letter The IRS’ interpretation of the 10-year clean-out rule on inherited IRAs can be complicated.
By Joy Taylor
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Tax Forms Retirees Are Getting in 2026 and What They're ForKnowing what forms you're getting and why is important so you can ensure that you and your tax preparer have what's needed to file your taxes.
By Evan T. Beach, CFP®, AWMA®
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Inherited Money or Property? Here's How It Could Be TaxedInheriting assets comes with various tax considerations. Here's a guide on everything you need to know, from estate taxes to new rules on inherited IRAs.
By Daniel Razvi, Esquire
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How Retirees in the 2% Club Can Reduce Their Lifetime TaxesRetirees with a pension and significant savings can use this strategy to lower taxes, avoid penalties like IRMAA and gain more control over retirement income.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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How Year-Round Tax Planning Can Reduce Tax Season StressMeeting tax deadlines is crucial, but good year-round habits — including making use of workplace benefits — can help lower your tax bill and your stress levels.
By Kate Winget
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Who Needs a Trust and Who Doesn't? A Financial Pro ExplainsKnowing the differences between a revocable trust and an irrevocable trust can help you decide if you need one and, if you do, which kind.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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You May Still Be Able to Defer Your 2025 Capital GainsPeople who realized a capital gain in 2025 can still use Qualified Opportunity Fund tax incentives to defer it, even if they've already filed their taxes.
By Michael Kelley
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Has Your Dream Nest Egg Become a Tax Nightmare? What to DoRetirement savers with big bucks in traditional IRAs and pretax 401(k)s could face huge tax bills when their RMDs kick in. Here's a potential solution.
By Martin Baker, CFP®, CEPA®
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Decluttering and Selling Your Stuff? What to Know About TaxesClearing out your collectibles or selling off the antique furniture Grandma left you could result in Uncle Sam wanting a cut of your windfall.
By David Jaeger, CFP®
