Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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September 15 Tax Deadline Guide: Planning Steps to Take NowRather than repeating your previous estimated tax payment for the September 15 deadline, treat it as a strategic "true-up" moment to recalculate your income.
By Rachel Richards, CPA
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How to Plan for Income, Taxes, Healthcare in RetirementThe secret to helping ensure a secure retirement is to create a coordinated strategy for how you'll manage your withdrawals, taxes and healthcare expenses.
By John Jones, CFP®, ChFC®, EA, BCP®
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Is Your Top Stock Winner Threatening Your Wealth?It can be hard to let go of stocks that have served you well, especially when a hefty tax bill results. What are the options when holding on becomes too risky?
By Robert Gorman
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7 RMD Tax Traps Waiting for You in Your 70sRMDs can have a serious knock-on effect on your finances in retirement. The key is knowing what's at stake and taking action way before the IRS comes calling.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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5 Summer Activities That Can Change Your TaxesTax Planning Certain summertime activities might help lower your taxable income.
By Kelley R. Taylor
Tax Planning -
How to Overcome Retirement Anxiety and FearRetirement can be nerve-racking, even if you're good with money. Rebuild your confidence by learning how retirement income, investments and taxes work together.
By Daniel Thompson
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8 Investment Tax Traps That Cost More Than FeesIt makes sense to keep an eye on investment costs, but tax inefficiencies will cost you far more in the long run. Here's where to find your next real savings.
By Jonathan I. Shenkman, AIF®
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10 Ways to Strengthen Your Retirement Plan TodayTaking action in areas like tax efficiency and estate organization can help you secure your future while also allowing you the freedom to enjoy your savings.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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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
