Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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Do You Have the 5 Pillars of Retirement Planning in Place?
Planning in these five areas is required so you're covered on everything from taxes and health care expenses to what happens to your estate when you're gone.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Retirees Living in Portugal: You Need a Post-NHR Tax Strategy
When your 10-year Non-Habitual Resident tax break ends, you could see your tax rate soar. Take steps to plan for this change well before the NHR window closes.
By Ricardo Jesus, MBA
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Your Year-End Tax and Estate Planning Review Just Got Urgent
Changing tax rules and falling interest rates mean financial planning is more important than ever as 2025 ends. There's still time to make these five key moves.
By Alan Weissberger, Esquire
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If You're Not Doing Roth Conversions, You Need to Read This
Roth conversions and other Roth strategies can be complex, but don't dismiss these tax planning tools outright. They could really work for you and your heirs.
By Matthew Blecker, CFP®, CFA®
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How to Give Your Kids Cash Gifts Without the IRS Paperwork
Most people can gift large sums without paying tax or filing a return, especially by structuring gifts across two tax years or splitting gifts with a spouse.
By Jeremy Keil, CFP®, CFA®, CKA®
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How to Steer Clear of the Medicare Tax Torpedo
Better beware, because if you go even $1 over an important income threshold, your Medicare premiums could rise exponentially due to IRMAA surcharges.
By John J. Gardner, IAR
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3 Year-End Tax Moves You Can't Afford to Miss
Don't miss out on this prime time to maximize contributions to your retirement accounts, do Roth conversions and capture investment gains.
By Daniel Razvi, Esquire
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A Tax Diversification Strategy for Your Retirement Income
Spreading savings across three "tax buckets" — pretax, Roth and taxable — can help give retirees the flexibility to control when and how much taxes they pay.
By Kyle Hammerschmidt, Investment Adviser
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Older Taxpayers: Don't Miss This Hefty (Temporary) Tax Break
If you're age 65 or older, you can claim a "bonus" tax deduction of up to $6,000 through 2028 that can be stacked on top of other deductions.
By Brian Gray
