Taxes
News, insights and expert analysis on taxes from the team at Kiplinger.
Explore Taxes
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3 Steps to See You and Your Heirs Through a Wealth Transfer
Both givers and receivers need to be seriously strategic about communicating, understanding tax efficiency and leveraging smart money moves.
By John Vandergriff
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Turkey, Tariffs and Grocery Taxes? The Real Cost of Thanksgiving Dinner 2025
Food Taxes For some who celebrate, Thanksgiving can mean a full table, family and a sense of gratitude. But in this year, it also means a focus on the bottom line.
By Kelley R. Taylor
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4 Strategies for Older Adults to Cut Property Taxes
Before you settle your next property tax bill, make sure you're taking full advantage of these tax breaks for older homeowners across the US.
By Sandra Block
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Most Expensive States to Live in for Homeowners
Property Tax High property tax bills make the places on this list the most expensive states for homeowners to live in.
By Katelyn Washington
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6 Ways AI Can Improve Your Financial Life
While they can't replace human advisers, AI-based tools can take some of the guesswork out of financial tasks — from budgeting to filing taxes and investing.
By Bob Haegele
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Downsize in Retirement With 2026 Tax Benefits: 3 Key Strategies
Retirement Taxes Downsizing retirees may benefit from tax savings, lower utility bills, and freed-up income.
By Kate Schubel
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Family Offices: Women of Wealth Create a New Model of Giving
Women who are inheriting wealth today are shifting from traditional philanthropy to creating sustainable systems to fund philanthropic gifts into perpetuity.
By Kathleen Grace, CFP®, CIMA®, MPrA
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Donating Stock: The 2-for-1 Deal You'll Love at Tax Time
Giving appreciated stock or using a donor-advised fund (DAF) this year would be smarter than writing a check to support your favorite causes. Here's why.
By David Conti, CPRC
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6 Tax Reasons to Convert Your IRA to a Roth (and When You Shouldn't)
Retirement Taxes Here’s how converting your traditional retirement account to a Roth IRA can boost your nest egg — but avoid these costly scenarios.
By Kate Schubel
Retirement Taxes




