Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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Your 401(k) Can Now Include Alternative Assets, But Should It?
Many employer-sponsored plans offer limited investment options, which can stunt growth. But participants considering alternatives might need some sound advice to get the most from their accounts.
By Erick Arnett
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Will Taxes Shred Your 401(k) or IRA During Your Retirement? It's Very Likely
Conventional wisdom dictates that you save in a 401(k) now and pay taxes later, but turning that rule on its head could leave you far better off. A financial planner explains why.
By Michael Reese, CFP®
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Ask the Editor: Capital Losses and the Wash Sale Rule
Ask the Editor In this week's Ask the Editor Q&A, we answer five questions from readers relating to end-of-year tax planning, capital-loss harvesting and the wash sale rule.
By Joy Taylor
Ask the Editor -
This 1031 Exchange Strategy Can Triple Your Cash Flow
Savvy investors can use 1031 exchanges to unlock value by moving capital across markets in a play called geographic arbitrage. These tax implications can make or break the strategy.
By Daniel Goodwin
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Don't Let Your Equity Compensation Trip You Up: A Financial Expert's Guide
Stock options, RSUs and other executive perks can come with some serious strings attached. To avoid a nasty tax surprise, you need a plan.
By Sevasti Balafas, CFA, CPWA®
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Seven Things You Should Do Before 2026 Because of One Big Beautiful Bill Changes
The new law ushers in significant changes for most taxpayers. Make these moves now to take advantage of them.
By Sandra Block
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I'm a Financial Adviser: The OBBB Is a Reminder for Older People to Have a Long-Term Plan
The new tax bill presents a good opportunity for retirees to revisit tax plans, look into doing some Roth conversions and consider plans for long-term care.
By Ashley Terrell, IAR
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Moving Abroad? You Might Need a Cross-Border Financial Adviser
If you want to live in another country long term, you could benefit from an expert's guidance. Here's how to find a good qualified adviser to help with residency requirements, documentation, financial laws and tax impacts.
By Alex Ingrim, Chartered MCSI
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Financial Advisers: Here's How to Help Soon-to-Be Married Clients Get Their Financial House in Order
Getting married changes a couple's life in more ways than one, so it's a good idea to discuss financial and legal issues like pre-/postnuptial agreements, estate plans and life insurance.
By Andrew R. Biddison, JD
