Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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How Charitable Trusts Benefit You and Your Favorite Charities
These dual-purpose tools let affluent families combine philanthropic goals with advanced tax planning to generate income, reduce estate taxes and preserve wealth.
By Julie Virta, CFP®, CFA, CTFA
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4 Times to Say Yes to a Roth Conversion and 4 Times to Say No
Roth conversions should never be done on a whim — they're a product of careful timing and long-term tax considerations. So how can you tell whether to go ahead?
By Ryan K. Snover, Investment Adviser Representative
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The $183,000 RMD Shock: Why Roth Conversions Can Be Risky
Converting retirement funds to a Roth is a smart strategy for many, but the older you are, the less time you have to recover the tax bite from the conversion.
By Mark Kennedy
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A Financial Pro Breaks Retirement Planning Into 5 Easy Pieces
This retirement plan focuses on five key areas — income generation, tax management, asset withdrawals, planning for big expenses and health care, and legacy.
By J. Burke "J.B." Howard
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Financial To-Dos to Finish 2025 Strong and Start 2026 Stronger
Don't overlook these important year-end check-ins. Missed opportunities and avoidable mistakes could end up costing you if you're not paying attention.
By Leila Evans, CFP®
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Retirees: Put Charitable Gifts in a DAF (and Get a Tax Break)
A donor-advised fund is a simple (really!), tax-smart strategy that lets you contribute a large, tax-deductible gift now and then distribute grants over time.
By William Thatcher
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Do You Have the 5 Pillars of Retirement Planning in Place?
Planning in these five areas is required so you're covered on everything from taxes and health care expenses to what happens to your estate when you're gone.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Retirees Living in Portugal: You Need a Post-NHR Tax Strategy
When your 10-year Non-Habitual Resident tax break ends, you could see your tax rate soar. Take steps to plan for this change well before the NHR window closes.
By Ricardo Jesus, MBA
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Your Year-End Tax and Estate Planning Review Just Got Urgent
Changing tax rules and falling interest rates mean financial planning is more important than ever as 2025 ends. There's still time to make these five key moves.
By Alan Weissberger, Esquire
