Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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Inherited an IRA? Don't Fall Into the 10-Year Tax TrapRules on inherited IRAs have tightened, and most non-spouse beneficiaries must empty the pot in 10 years or face stiff penalties. That calls for an action plan.
By Mike Palmer, CFP
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How to Position Investments to Minimize Taxes for Your HeirsTo minimize your heirs' tax burden, focus on aligning your investment account types and assets with your estate plan, and pay attention to the impact of RMDs.
By Christopher Budd
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Now Is the Time to Start Designing Your 2027 RetirementThis is when you should be shifting your focus from growing your portfolio to designing an income and tax strategy that aligns your resources with your purpose.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®)
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Reduce Stress With a Layered Approach for Your Retirement MoneyTo be confident about retirement, consider building a safety net by dividing assets into distinct layers and establishing a regular review process. Here's how.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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Why I Became an Advocate for Fee-Only Financial AdviceCan financial advisers who earn commissions on product sales give clients the best advice? For one professional, changing track was the clear choice.
By David Bromelkamp
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4 Ways Washington Could Put Your Retirement at RiskLegislative changes, such as shifting tax brackets or altering retirement account rules, could affect your nest egg, so it'd be prudent to prepare. Here's how.
By J. Burke "J.B." Howard
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2026's Tax Trifecta: Expert Guide to Rural OZs (With Calendar)Real estate investors can triple their tax step-up with rural opportunity zones this year. This month-by-month action plan will ensure you meet the deadlines.
By Daniel Goodwin
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Have You Aligned Your Tax Strategy With These OBBBA Changes?Individuals and businesses should work closely with their financial advisers to refine tax strategies this season in light of these five OBBBA changes.
By John Bute, CPA
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Taxes May Be a Certainty, But the Amount You Pay Doesn't Have to BeDon't wait until Tax Day to start exploring your options. Take some steps throughout the year, and you may be pleasantly surprised.
By Brett Gottlieb, Investment Adviser Representative
