Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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Retirement Triple Play: 3 Tax Breaks to Lower Your 2026 Bill
Good news for older taxpayers: Standard deductions are higher, there's a temporary "bonus deduction" for older folks, and income thresholds have been raised.
By Michael Greenlund
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If You're Retired or Soon to Be, Don't Miss These Tax Breaks
The OBBB offers some tax advantages that are particularly beneficial for retirees and near-retirees. But they're available for only a limited time.
By Alex Angst
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Waiting to Retire to Give to Charity? 3 Reasons to Do It Now
You could wait until retirement, but making charitable giving part of your financial plan now could be far more beneficial for you and the causes you support.
By Robert Gorman
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Are You Ghosting Your Finances? What to Do About Money Stress
Avoidance can make things worse. You can change your habits by starting small, talking with a family member or friend and being consistent and persistent.
By Tiffany Rosetti, BFA, CFP®
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Time Is Running Out to Make the Best Tax Moves for 2025
Don't wait until January — investors, including those with a high net worth, can snag big tax savings for 2025 (and 2026) with these strategies.
By Jeremiah H. Barlow, MBA, JD, LLM (Tax)
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If You Do One Boring Task Before Year-End, Make It This One
Who wants to check insurance policies when there's fun to be had? Still, making sure everything is up to date (coverage and deductibles) can save you a ton.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS
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4 Smart Ways Retirees Can Give More to Charity
For retirees, tax efficiency and charitable giving should go hand in hand. After all, why not maximize your gifts and minimize the amount that goes to the IRS?
By John Aarhus, Investment Adviser Representative (IAR)
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Year-End Retirement Tax Planning Actions if You Have $1 Million or More
Consider implementing these four strategies before December 31 to potentially improve your tax situation for this year and the future.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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3 Year-End Tax Strategies for Retirees With $2M to $10M
To avoid the OBBB messing up your whole tax strategy, get your Roth conversions and charitable bunching done by year's end.
By Evan T. Beach, CFP®, AWMA®
