Tax-planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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Tax Time: Does Your Kid Influencer Owe Taxes?
State Tax Some minors are making big money on social media. Here’s how to know if they need to file taxes.
By Gabriella Cruz-Martínez Published
State Tax -
A Confident Retirement Starts With These Four Strategies
Work your way around income gaps, tax gaffes and Social Security insecurity with some thoughtful planning and analysis.
By Nick Bare, CFP® Published
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Could You Retire at 59½? Five Considerations
While some people think they should wait until they're 65 or older to retire, retiring at 59½ could be one of the best decisions for your quality of life.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Free IRS Tax Filing for 30 Million People: Will It Continue Under Trump?
Tax Filing Direct File was piloted last year in 12 states and has since expanded to 25. But some wonder whether the program will last under the Trump administration.
By Gabriella Cruz-Martínez Last updated
Tax Filing -
Widow's Penalty: Three Ways to Protect Your Finances
Higher Medicare premiums, smaller Social Security payments, bigger tax bills … Financial changes can hit hard when a spouse dies. How to counter the blow.
By Ashley Terrell, IAR Published
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Reduce Your Retirement Tax Risk With the Three-Bucket Strategy
Splitting retirement funds into three buckets with distinct tax treatments can help you avoid a nasty tax bill down the line. Here's how the strategy works.
By Bryan S. Slovon, Investment Adviser Published
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Financial Fact vs Fiction: This Roth Conversion Myth Could Cost You
While some 'golden rules' stay in style forever, the financial landscape is constantly evolving. Here are five common myths to revisit (with more on the way).
By Scott McClatchey, CFP® Published
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Property Tax 101: What Homeowners Need to Know
Property Tax No one likes to pay property tax, but knowing how these taxes work might make the situation more bearable.
By Katelyn Washington Last updated
Property Tax -
Why Understanding Capital Gains Taxes Is Critical When Selling Investments
Failing to plan for taxes can eat into your profits and leave you with far less than expected when you finally cash in on an investment.
By Stephen Nalley Published