Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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When Are Estimated Tax Payments Due in 2025?
Tax Deadlines You make quarterly estimated tax payments to the IRS if you are self-employed or don’t have taxes withheld from your income for other reasons.
By Kelley R. Taylor Last updated
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Coverdell ESAs vs. 529 Plans: Which Should You Choose?
Savings Accounts These savings accounts can offer tax benefits for school and retirement expenses. Here’s how.
By Kate Schubel Published
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Wealth Advisers: In Estate Planning, the End Is Just the Beginning
We need to keep the lines of communication with our clients open so that we can anticipate and help them navigate issues that arise over time.
By Nicole Jackson-Leslie, JD, 21/64 Certified Advisor Published
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Eight Estate Planning Steps to Protect Your Loved Ones (and Your Legacy)
Two-thirds of Americans don't have an estate plan. If you're one of them, these are the essential steps to take now to prevent problems for your family later.
By Alex Allegro Published
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Ask the Editor, June 6: Questions on Hobby Losses, Medicare
In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on hobby losses, I bonds and Medicare premiums.
By Joy Taylor Published
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Ask the Editor — Questions on the One Big Beautiful Bill
Ask the Editor In this week's Ask the Editor Q&A, we answer tax questions from readers on the House-passed “One Big Beautiful Bill.”
By Joy Taylor Published
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Opportunity Zones Expert Sees Bright Future in 'Big, Beautiful Bill'
New legislation introduces rural "super incentives" and expanded access, though a potential investment freeze could stall billions in community development funding. Here's what every investor needs to know.
By Daniel Goodwin Published
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Five Divorce Settlement Blind Spots: An Expert's Guide to What You Can't Afford to Miss
Even the best lawyers can miss tax and other financial considerations when drafting complex divorce settlements, so specialist advice is vital from the outset.
By Kara Duckworth, CFP®, CDFA® Published
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Car Wash Investing: Cut Tax Grime and Polish Your Portfolio
Real estate investing professional explains the tax advantages and efficiencies of investing in car wash real estate.
By Dwight Kay Published