Taxes
News, insights and expert analysis on taxes from the team at Kiplinger.
Explore Taxes
Latest
-

Capital Gains Tax Rates 2025 and 2026: What You Need to Know
Capital Gains Tax Navigating capital gains tax can be complex, but knowing the applicable tax rates and thresholds can help you plan your investments.
By Kelley R. Taylor
Capital Gains Tax -

Social Security Benefits and Your Taxes: 6 Things to Know for 2026
Social Security The Social Security COLA is just one aspect of your benefits that can impact your tax bill.
By Kelley R. Taylor
Social Security -

Investors Could Reap Millions With 2026's Shift in Tax Rules
Three major tax strategies will align in 2026, creating unique opportunities for real estate investors to significantly grow their wealth. Here's how it works.
By Daniel Goodwin
-

When Can Tax Planning Be an Act of Love? This Family Found Out
How can you give stock worth millions to a loved one without giving them a huge capital gains tax bill? This family's financial adviser provided the answer.
By Stacy Francis, CFP®, CDFA®, CES™
-

IRS Phasing Out Paper Checks: Here's What to Know in 2026
Tax Changes IRS tax refunds and Social Security paper checks are typically delivered online now. Will that impact your money?
By Kate Schubel
Tax Changes -

Turning 59½: 5 Planning Moves Most Pre-Retirees Overlook
Age 59½ isn't just when you can access your retirement savings penalty-free. It also signals the start of retirement planning opportunities you shouldn't miss.
By Kyle Hammerschmidt, Investment Adviser
-

How to Make the Most of These 2 Tax Breaks ASAP
Taxpayers can strategically use these temporary tax opportunities in particular to lock in long-term tax savings. Here's how.
By Michael Neuenschwander, CFP®, CPA
-

Are New Trump $2,000 Stimulus Payments Coming in 2026? What to Know Now
Tax Policy A promise of $2,000 tariff dividend checks is raising questions and fueling confusion.
By Kelley R. Taylor
Tax Policy -

Check Out These Opportunities Created by the New Tax Law
A deep dive into the One Big Beautiful Bill Act (OBBBA) reveals key opportunities in 2026 and beyond.
By Justyn Volesko, JD, LL.M.




