Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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The Widow’s Penalty: How to Protect Your FinancesDon't get hit with a higher tax bill just when you've lost your spouse. You can deal with it once the worst has happened, but it's far better to plan ahead.
By Ron Mark
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Is a Delaware Statutory Trust Right for You? 5 Questions to AskReady to retire? A DST can help landlords complete a 1031 exchange without buying another property to manage. But the structure is not for everyone.
By Carl E. Sera, CMT
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Could a Roth Conversion Today Make You Wealthier Tomorrow?Roth conversions sound like a no-brainer — pay more tax now to pay less in future. But you need to understand your tax bracket to make sure they'll work for you.
By Dale Smothers, MBA, RICP®
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How to Avoid Overpaying Taxes in RetirementThe retirees who enjoy the lowest tax bills in retirement aren't those who earned the least — they're the ones who plan ahead for their retirement income.
By Paul Kisielewski, CFP®, Investment Adviser Representative
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Why Is It So Bad to Let Only Your Spouse Handle the Money?Quiz Adviser Intel contributors have been discussing the risks of letting your spouse handle the family finances. How much do you know?
By Charlotte Gorbold
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The Retirement Tax Assumption That Could Cost YouIncome from multiple sources such as pretax accounts and Social Security can result in a tax bill that might surprise you … and not in a good way.
By John Jones, ChFC®, EA, BCP®
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6 Situations Where a Roth Conversion Is a Bad Idea for RetireesA Roth conversion is a powerful tax-saving tool, but there are several situations where taking that leap might actually cost you more in the long run.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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A 2026 Tax Playbook for High Earners: Stealth Taxes and WinsThe OBBBA set some "tax traps" that target some of the executive suite's financial perks. Here's how you can dodge those sneaky ambushes.
By Mike Palmer, CFP®
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How to Avoid the Financial Mistakes Described in 'Strangers'One of this year's bestselling books is a timely reminder of the dangers of leaving money matters solely to your partner.
By Sathya Chey Patterson, CFP®, CDFA®, CSRIC®, AIF®
