Tax-planning
Latest
-
What's Happening With Biden Student Loan Forgiveness?
Student Loans The Biden administration has cancelled billions in student loan debt through various programs and initiatives.
By Kelley R. Taylor Last updated
Student Loans -
What Are the FSA Contribution Limits for 2024?
Medical Savings Flexible spending account (FSA) contribution limits for 2024 are higher than last year.
By Katelyn Washington Last updated
Medical Savings -
It’s Not Too Late to Defer 2023 Capital Gains Taxes
If you’re sitting on a hefty capital gain, depending on its source, there might still be time for you to defer the taxes through the end of 2026 and perhaps longer.
By Daniel Goodwin Published
-
The Best Way to Defer RMDs (and Their Tax Bills): QLACs
Concerned about RMDs? Worried about outliving your retirement savings? A qualified longevity annuity contract defers some RMDs and guarantees lifetime income.
By Ken Nuss Published
-
Kiplinger Readers' Choice Awards 2024: Tax Software
Kiplinger Readers' Choice Awards The results of the Kiplinger Readers’ Choice Awards' best tax software category. Our awards celebrate the very best products and services in personal finance.
By Emma Patch Published
Kiplinger Readers' Choice Awards -
These Are the Key Decisions You Need to Make for Retirement
These important issues are all connected and can affect your taxes, likely setting them at a certain level for the rest of your retirement.
By Erik Bowman, RICP, NSSA Published
-
Want a Vacation Home? Three Ways the Math Can Work
You might not see much in the way of tax breaks on a vacation home, but these three tax considerations could make a difference.
By Evan T. Beach, CFP®, AWMA® Published
-
The Do’s and Don’ts of Inherited IRAs
When you inherit an IRA, you likely have a lot of questions. Do you need to take RMDs? When? How long do you have before the account must be cleaned out?
By Vincent Birardi, CFP®, AIF®, MBA Published
-
Six Steps to Appeal Your Property Tax Bill
Property Tax As home values increase nationwide, property taxes are also on the rise.
By Lisa Gerstner Last updated
Property Tax