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Tax Planning

Second-Chance Tax Savings

If you missed any of these breaks on your 2009 return, you can claim them now.

Tax Rules for Roth Withdrawals

There is a waiting period before you can take out earnings tax-free.

Did 'The Boss' Trump The Ben?

George Steinbrenner’s death may seem untimely to family and friends (and Yankee fans), but it may be extremely timely when it comes to the federal estate tax.

New Tax on Windfall Home-Sale Profits

A surtax created by the health-reform law will apply only to high-income individuals who sell their homes after 2012 for a large profit.

Get a Tax Credit for Summer Camp

You can claim the cost of day camp if you meet certain requirements.

Charitable Gift Strategies for the Oil Spill

Here's how your generosity can pay off at tax time.

Taxes After Graduating from College

Tax tips for new grads; can you claim your own exemption?

Tax Planning for Your First Job

Learn how to reduce taxable income and perfect your withholding allowance before it's time to file your first 1040 tax return.

Birth of a Child and Adoption Tax Guide

Tax credit for children, tax relief on daycare costs, the IRS offers some way to alleviate a tax burden on parents trying to raise a family.

How to Adjust Your Tax Withholding

Our one-two-three tax withholding calculator can help you get an immediate pay raise.

Health Reform, Phase 1:
What You Will See When

Most changes are years away, but young adults, retirees and people with medical issues will benefit from the new law this year.

Your Tax Bill for the Health Bill

High earners will pay more on wages and investments.

Health Taxes and Stocks

A Medicare tax on investment income and a proposed hike in the capital gains rate won't snuff out the rally in stocks.

The Lure of Little Turnover

Holding down trading keeps a lid on costs and can reduce the tax bite, too.

Padding Your 401(k)

Try these money-saving moves to help boost you contributions.

Know the Rules

There are all sorts of regulations controlling how money goes in and comes out of a 401(k). Knowing them is crucial.

Is a U.S. VAT in the Cards?

It’s more than a long shot. But lawmakers will tackle some other thorny tax issues before the year is out.

For Some, Tax Season Lasts
the Entire Year

If you have retired and no longer have a paycheck for Uncle Sam to dip into to collect his share, you might be on the hook for estimated tax.

Tax Rules for Roth Conversions

If one spouse spreads the tax bill on a Roth conversion over three years, the other spouse isn't required to also do so. Plus, donating an IRA to charity.

Ways to Cut Your 2010 Tax Bill

Rack up tax savings before you file you return by making the right moves throughout the year.

Put a Refund to Work

Kimberly Lankford suggests ways to make good use of a tax refund.

71 Ways to Cut Your 2010 Tax Bill

Filing your tax return is a once-a-year event but trimming your tax bill requires year-round attention.

Tax Savings for Affluent Families

Stash cash in a self-employed retirement account, be creative with your generosity and think twice about selling stock for a profit if you're subject to the AMT.

Tax Savings for Young People

By keeping track of moving expenses, using a Roth to save for your first home and timing your wedding, you can save come tax time.

Tax Savings for Single People

Reduce the amount you owe to Uncle Sam by adjusting your withholding, switching to a Roth 401(k) and making IRA contributions sooner rather than later.

Tax Savings for Young Families

Take advantage of your flex account, save for college in a 529 plan and hire your children to lower your tax bill.

Tax Savings for Older Families

Time claiming Social Security benefits, keep careful records of medically necessary improvements to your home or car, and tote up out-of-pocket costs of doing good.

Tax Savings for Empty-Nesters

Roll over an inherited 401(k), help your children earn a credit for retirement savings -- and rack up tax savings in the process.

Tax Savings for Affluent Older Families

For tax savings, convert a vacation home to your principal residence, give an IRA to charity and double your family's estate-tax break with a by-pass trust.

The IRS Wants to Know If You Pick a Derby Winner

Or if you have gambling winnings of any kind.

Yes, You Can Roll Over a 401(k) into a Roth IRA

You can do so without converting to a traditional IRA first.

Last-Minute Tax-Filing Tips

The deadline matters only if you owe money. But you still have to file to collect a refund -- and some taxpayers are running out of time.

Tax-Saving Secrets

New deductions and credits can slash your 2009 tax bill.

Losses: You Can't Take them with You

Kiplinger editorial director Kevin McCormally and fellow tax experts Peter Blank and Mary Beth Franklin tackle your most pressing tax challenges.

529 Money for College Expenses Only

But you can use money from a Coverdell education savings account for primary- and secondary-school expenses.

Should You Convert to a Roth IRA?

Ask yourself these five questions to determine whether you should move your money from a traditional IRA to a Roth.

How to Finance a Roth Conversion

Making the switch to a Roth makes sense for some, and there are plenty of ways to pay the tax bill.

Tax-Relief Hype

"Pennies on the dollar" pitches usually aren't worth a nickel.

Tax Help You Can Trust

Kimberly Lankford helps you find a qualified tax preparer and answers your questions on Roth IRAs, 401(k) rollovers and more.

Save Money on Investing & Financial Planning

Here are ten ways to keep more money for your future.

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The Power of Tax Planning

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