Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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Working and Getting Social Security? An Earnings Test Guide
If you haven't reached your full retirement age yet, your Social Security check could take a hit, depending on how much you earn.
By Martha Shedden, CRPC®
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Charitable Giving Just Got Easier, But Also a Little Harder
The OBBB shakes up charitable deductions with a little help for non-itemizers and a new challenge for itemizers this holiday season.
By Charles A. Borek, JD, MBA, CPA
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Quiz: How Well Do You Know Delaware Statutory Trusts?
Quiz Real estate investing pro Daniel Goodwin recently wrote about Delaware statutory trusts for Adviser Intel. Find out if you understand how DSTs work.
By Kiplinger Staff
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Top Four Retirement Withdrawal Strategies to Maximize Your Savings
These retirement withdrawal strategies avoid tax and stock market pitfalls that can eat into your savings.
By Adam Shell
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The Private Annuity Sale: A Smart Way to Reduce Estate Taxes
In a private annuity sale, you transfer a highly appreciated asset to an irrevocable trust in exchange for a lifetime annuity.
By Jeffrey M. Verdon, Esq.
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This High-Performance Investment Vehicle Can Pump Up Wealth
Leave online real estate investing to the beginners. Accredited investors who want real growth need the wealth-building potential of Delaware statutory trusts.
By Daniel Goodwin
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This Is the Retirement Phase Nobody Talks About
What you do in the five years before retirement and the first 10 afterward can establish how comfortable you'll be for the rest of your life.
By Kyle Hammerschmidt, Investment Adviser
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Gen X Turns 60: It's Time to Remix Your Retirement Playlist
If you want a worry-free retirement, you can't keep playing the same old song. You need to freshen up your financial strategies, as well as your music.
By Blake Gunderson
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This 3-Part Retirement 'Crash Plan' Helps Cushion Turbulence
Having a plan ready to go when markets get wild — covering how you'll handle income, rebalancing and taxes — can be the ultimate retirement secret weapon.
By Ken Clark
