Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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You May Still Be Able to Defer Your 2025 Capital GainsPeople who realized a capital gain in 2025 can still use Qualified Opportunity Fund tax incentives to defer it, even if they've already filed their taxes.
By Michael Kelley
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Has Your Dream Nest Egg Become a Tax Nightmare? What to DoRetirement savers with big bucks in traditional IRAs and pretax 401(k)s could face huge tax bills when their RMDs kick in. Here's a potential solution.
By Martin Baker, CFP®, CEPA®
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Decluttering and Selling Your Stuff? What to Know About TaxesClearing out your collectibles or selling off the antique furniture Grandma left you could result in Uncle Sam wanting a cut of your windfall.
By David Jaeger, CFP®
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Why After-Tax Returns Are the Only Returns That MatterBuilding lasting wealth depends less on high returns and more on optimizing the structure of your portfolio to minimize taxes. That can cost you over time.
By Kelly Ann Winget
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3 Financial Hurdles Coming Up for Women: How to Overcome ThemFrom the widow's penalty to higher health costs, women will encounter a host of money worries over the course of a lifetime. You need a robust financial plan.
By Tony Drake, CFP®, Investment Advisor Representative
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In or Near Retirement? 4 Recent Tax Changes You Need to KnowThe tax landscape has changed yet again, thanks to the OBBBA and SECURE 2.0, and four developments are particularly important for anyone in or near retirement.
By Evan T. Beach, CFP®, AWMA®
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5 Legal 'Loopholes' the IRS Wishes You Didn't KnowFrom opening stealth retirement accounts to strategic charitable giving, there are plenty of ways you can cut your taxes every year, and they're perfectly legit.
By Lawrence Sprung, CFP®, CEPA®
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Alternatives and Taxes: Control Your Advisory Firm's K-1 ChaosGrowing client exposure to alternative investments means K-1 forms can overwhelm an advisory firm's operations during tax season. Here's how to keep up.
By John LaMancuso
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How to Find a Tax Preparer: What to Look for in a Tax ProfessionalYou want to find a tax preparer who's qualified, reasonable and knowledgeable to file your taxes. How do you get a tax professional that's right for you?
By Joy Taylor
