Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
-
Five Summer Activities That Can Change Your Taxes for 2025
Tax Planning Certain summertime activities might help lower your taxable income.
Tax Planning -
Eight Things No One Tells You About Retirement
Making Your Money Last As you advance toward retirement, it's a good idea to start sharpening the focus of your retirement vision.
Making Your Money Last -
The TCJA: Key Facts on the 2017 'Trump Tax Cuts' and What's Extended for 2025
Tax Law How many of the extended TCJA provisions in the so-called 'One Big Beautiful Bill' (OBBB) will impact your wallet?
Tax Law -
Opportunity Zones: An Expert Guide to the Changes in the One Big Beautiful Bill
The law makes opportunity zones permanent, creates enhanced tax benefits for rural investments and opens up new strategies for investors to combine community development with significant tax advantages.
-
10 Reasons You Don't Want to Retire in Florida
retirement An overabundance of boomers, critters, sweat and weirdness. Welcome to the dark side of the Sunshine State.
retirement -
Ask the Editor — Tax Questions on Inherited IRAs
Ask the Editor In this week's Ask the Editor Q&A, we answer tax questions from readers on the rules on inheriting IRAs.
Ask the Editor -
Retiring Early? This Strategy Cuts Your Income Tax to Zero
When retiring early, married couples can use this little-known (and legitimate) strategy to take a six-figure income every year — tax-free.
-
Roth IRA Conversions in the Summer? Why Now May Be the Sweet Spot
Converting now would enable you to spread a possible tax hit over more than one payment while reducing future taxes.
-
IRS Watchdog: Three Problems the IRS Must Address in 2025
IRS The tax season is over, but new changes to the IRS can pose risks to your taxpayer experience.
IRS
