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Tax Planning

News, insights and expert analysis on tax planning from the team at Kiplinger.

Latest

A stack of coins next to a toy tractor sitting on a layer of dirt.

Technology Unleashes the Power of Year-Round Tax-Loss Harvesting

Tech advancements have made it possible to continuously monitor and rebalance portfolios, allowing for harvesting losses throughout the year rather than just once a year.

Summer Is Made for Sun, Fun … and Estate Planning Conversations

Now is the time to discuss estate planning with your loved ones to ensure the Great Wealth Transfer is efficient, tax-aware and in line with your legacy goals — not Uncle Sam's.

By Eric W. Bond Published 22 June 25
Don't Have an Estate Plan? Six Things That Could Go Very Wrong

Bad things can happen when you're unprepared, such as big-time taxes and family turmoil. Generational planning can help protect the people you love. Here's some expert advice to help you out.

By Walt West Published 21 June 25
Ask the Editor, June 20: Questions on Tax Deductions and IRAs

Ask the Editor In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers four questions on deductions, tax proposals and IRAs.

By Joy Taylor Published 20 June 25

Ask the Editor

The $1 Million Retirement Question: Are You Being Tax-Smart About Your Pension?

A financial planner raises some key considerations for navigating retirement with a pension and recommends four strategies.

By Joe F. Schmitz Jr., CFP®, ChFC® Published 20 June 25
Divorce and Your Home: An Expert's Guide to Avoiding a Tax Bomb

Your home is probably your biggest asset, so if you're getting a divorce, the stakes are high. Keep it? Sell it? You need to have a good plan in place for how to handle it.

By Stacy Francis, CFP®, CDFA®, CES™ Published 19 June 25
Trump Tariffs and Taxes: Waiting to See What Happens Is Not a Strategy

Like presidents, tariffs come and go. Policy changes also shift about every two years with the election cycle. If you're paralyzed by uncertainty, you could be missing opportunities to benefit your financial future.

By Barry H. Spencer, Registered Investment Adviser Published 17 June 25

Summer Backyard Ideas With Added Tax Benefits for 2025

Tax Tips Find out how these summer 2025 home projects can help you save on taxes next year.

By Kate Schubel Last updated 16 June 25

Tax Tips
Avoid Estimated Tax Payments in Retirement With RMD Withholding

RMDs If you don't need the money to live on, wait until December to take your RMD, and ask the sponsor to withhold a big chunk for the IRS.

By Kevin McCormally Last updated 14 June 25

RMDs
Timing Is Everything for Roth Conversions: An Expert's Guide to the Right Strategy

Understanding the nuances of Roth conversions can help you avoid forking over more money in taxes than you need to.

By Alex Astin, MBA, CEP®, IAR Published 14 June 25

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