Taxes
News, insights and expert analysis on taxes from the team at Kiplinger.
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10 Least Tax-Friendly States for Middle-Class Families
State Tax Here’s what living in one of the least tax-friendly states for middle-class families costs residents.
By Katelyn Washington
State Tax -

Are New Trump $2,000 Stimulus Payments Coming in 2026? What to Know Now
Tax Policy A promise of $2,000 tariff dividend checks is raising questions and fueling confusion.
By Kelley R. Taylor
Tax Policy -

New 2026 Tax Change Could Mean More for Your IRA and 401(k) Savings
Retirement Savings Here's how the new IRS inflation adjustments will increase the contribution limits for your 401(k) and IRA in the new year.
By Kate Schubel
Retirement Savings -

5 Things to Know About Taxes Before Moving to Portugal
Moving to Portugal might not be the clean financial break you expect due to U.S. tax obligations, foreign investment risks, lower investment yields and more.
By Ricardo Jesus, MBA
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Powerball Jackpot Winner Will Get a Hefty Tax Bill
Lottery Taxes Whenever someone wins Powerball, the federal government gets a chunk of the prize from taxes.
By Kelley R. Taylor
Lottery Taxes -

Who Hates Taxes? The Best Time to Plan for Them Is Right Now
By creating a tax plan, you can keep more of what you've earned and give less to Uncle Sam. Here's how you can follow the rules and pay only your fair share.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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'Smart' Estate Planning Can Cause Problems: Unraveling Myths
Sometimes no plan at all could be better than making these unfortunate mistakes. Don't let your best intentions mess things up for your heirs.
By Daniel E. Stickel
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Low-Tax States for 'Middle-Class' Families in 2026
State Tax Here are the best states for families with middle incomes (due to low tax burdens).
By Katelyn Washington
State Tax -

Ask the Editor: Roth Conversions and Tax Planning
Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on how to convert a traditional IRA to a Roth IRA.
By Joy Taylor
Ask the Editor




