Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
-
If You Have a Pension, Smart Tax Planning Starts NowAdding pension income to Social Security benefits and income from required minimum distributions could see you facing a tax torpedo and higher Medicare costs.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
-
How to Maximize OBBBA Tax Breaks for Retirees and Pass It OnOBBBA tax breaks can help you preserve more of what you've saved for retirement. Tax planning can ensure it keeps working for your family after you're gone.
By Jason “JB” Beckett
-
10 Ways to Generate Retirement IncomeEach of these retirement income strategies has pros and cons. Here's what to consider to help you decide which ones might work for you.
By Mike Decker, NSSA®
-
Turn Capital Gains Into Charitable Donations With a DAFAppreciated stock, IPO shares and other non-cash assets can be among the most powerful charitable gifts you can make — if you know how to donate them.
By Caleb Lund, CAP®
-
Hit Your Savings Goal? Why You Shouldn't Retire YetHitting your savings goal is worth celebrating, but you're not done with retirement planning. Next, ask yourself how you'll keep more of what you saved.
By Pam Krueger
-
How to Time Retirement Withdrawals to Save on TaxesBy coordinating withdrawals from retirement accounts to keep your income below certain thresholds, you can save on taxes and benefit from valuable deductions.
By Steven L. Rich, RICP®, CLTC®, NSSA®, CF2
-
Why Do These 5 Milestone Ages Matter in Retirement Planning? Take Our QuizQuiz You probably know your full retirement age, but do you know these other milestone ages — and why you should pay attention to them as you plan for retirement?
By Charlotte Gorbold
Quiz -
13 Things Every Retiree With a Pension Must Know About TaxesIf you're a retiree with a pension, treating taxes as a core part of your retirement strategy is the best way to keep your income sustainable for the long haul.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
-
Inherited Annuity? How to Avoid a Tax Bomb as a Non-SpouseWhen inheriting an annuity, a beneficiary who isn't a spouse can face a big tax bill. Choosing annuitization or the "stretch" option lets you soften the blow.
By Ken Nuss
