Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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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.
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10 Strategies to Help Women on Their Way to Financial Power
As women gain wealth and influence, being proactive about financial planning is essential to address longevity and close gaps in confidence and caregiving.
By Camille Butterfield
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How to Stop These 5 Risks From Wrecking Your Retirement
Your retirement could be jeopardized if you ignore the risks you'll face later in life. From inflation to market volatility, here's what to prepare for.
By Matthew Lang
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Time to Close the Books on 2025: Money Moves to Make First
As 2025 draws to a close, take time to review your finances, maximize tax efficiency and align your goals for 2026 with the changing financial landscape.
By Jennifer T. Stephenson, CPA
