News, insights and expert analysis on taxes from the team at Kiplinger.
Tax Changes Adjustments to the extra standard deduction can impact the tax bills of millions of older adults.
By Kelley R. Taylor
RMDs The SECURE 2.0 Act makes major changes to the required minimum distribution rules.
By Rocky Mengle
State Tax Explore Rhode Island's 2025 state tax rates for income, sales, property, retirement, and more. Learn how Rhode Island compares nationwide.
By Katelyn Washington
Investing The wash sale rule is important when you are selling and rebuying stocks to offset losses.
By Kelley R. Taylor
State Tax Explore Massachusetts' 2025 state tax rates for income, sales, property, retirement, and more. Learn how Massachusetts compares nationwide.
By Kelley R. Taylor
Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on capital gains tax rates and end-of-year tax planning
By Joy Taylor
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)
Quiz Social Security benefits often come with confusing IRS tax rules that can trip up financially savvy retirees and near-retirees.
By Kelley R. Taylor
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®
