Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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How the Midterms Offer a Unique Tax Planning OpportunityMarkets tend to experience uncertainty leading up to midterm elections, followed by recovery. Canny investors recognize that dip as a tax planning opportunity.
By Kyle Hammerschmidt, Investment Adviser
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The Crucial Tax Planning Difference That Can Preserve Your Retirement Nest EggShifting from tax preparation to tax planning can help you strategically time Roth conversions and avoid Social Security taxes or Medicare surcharges.
By Eric Heckman, CFP®, ChFC®, CLU®, CRTP
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Our Taxpaying 'Golden Hour' Won't Last: Make These Moves NowThe growing U.S. deficit can only be controlled by cutting spending, accelerating growth or raising taxes. The latter is a real risk, but you can be prepared.
By Mallon FitzPatrick, CFP®, AEP®, CLU®
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How a 'Tax Bucket List' Can Help You Plan Your RetirementWhether you realize it or not, your money is sitting in three different tax “buckets.” To save on taxes throughout retirement, make sure to fill up your tax-free bucket. Here are two ways to do that.
By Justin Biance, Certified Estate Planner
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Should You Take Your Pension as a Lump Sum?The answer depends on multiple factors, such as what your alternative investment options would be, whether you want to leave money to a beneficiary and more.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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How an All-Asset Retirement Plan Reduces Investment RisksYou combine your housing wealth and lifetime annuities to help ensure that an average of three-quarters of your retirement income is not subject to market risk.
By Jerry Golden, Investment Adviser Representative
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Top 4 Retirement Withdrawal Strategies to Maximize Your SavingsThese retirement withdrawal strategies avoid tax and stock market pitfalls that can eat into your savings.
By Adam Shell
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A 1031 Exchange May Look Great on Paper, But It's Not Just About TaxesIf you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.
By Carl E. Sera, CMT
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3 Ways to Avoid Falling Into a Tax Trap in RetirementYou may think you'll pay less in taxes once you retire, but taxable withdrawals and Social Security can keep your tax bill as high as it was during your career.
By Gary Knode, CF2
