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INSANE: 12 | Vintage Vibes

From classics to recent bestsellers, here are some of the best money and personal finance books you can find on Amazon, according to Kiplinger's editors and writers.

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Harris or Trump: Whose Tax Plans Are More Popular with Voters?

A new poll is shedding light on what voters think about election tax policy.

Kiplinger

Five Windows of Opportunity for Roth Conversions

When you convert a traditional IRA to a Roth IRA matters if you want to limit how much you pay in taxes.

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From analysis to the latest developments in health,
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New Jersey Ends Sales Tax Break for EVs: What to Know

Discover alternative savings now that New Jersey is phasing out its sales tax exemption on EVs.

Kiplinger

Election 2024 Childcare Debate: Harris-Walz vs. Trump-Vance Plans

As Election Day approaches, the Republican and Democratic tickets present different ideas for childcare and family tax credits. Here's what to know.

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How Much Do You Need for a Comfortable Retirement?

What you need to be comfortable in retirement won't be the same as what your neighbor might need. Here's a scenario in which $1 million might be enough.

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Capital Gains in Retirement: Managing RMDs, Taxes, Social Security and Medicare

Capital gains tax can significantly impact your funds and financial planning for retirement.

Kiplinger

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How to Get Dual Citizenship: Pros, Cons and Steps to Take

Dual citizenship with countries like Italy, Greece and Saint Lucia has some obvious attractions — but there are drawbacks and hoops to jump through, too.

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Shortage of CPAs as 2025 Tax Season Kicks Off

This once resilient accounting industry is cracking, as the labor force seems in dire straits. It’s also affecting the IRS.

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Where to Move Your Money Before the Next Fed Meeting

Savings rates remain high for now. But with the Fed's next move up on the air, it's time for savers to lock in rates now.

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Should You Keep Your 401(k) When You Retire?

Here are three primary reasons you might want to consider moving your retirement money from your 401(k) to an IRA once you retire.

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What the Election Could Mean for Student Loan Forgiveness: Harris vs Trump

As the presidential election heats up, here’s a closer look at each candidate’s plans to address student loans.

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Saving to Be a 401(k) Millionaire? Plan for Taxes Now

Your tax bite in retirement could be excruciating. Here's why super savers need to get serious about protecting themselves.

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How Long $750,000 in Savings Plus Social Security Will Last in Every State

How long $750,000 plus Social Security will last depends on when you retire and where you live.

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Three Ways to Create a Stronger Income Plan for Retirement

Rather than despairing over a lack of retirement savings, try to focus on what you can do to help ensure a more confident retirement for you and your spouse.

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Three Strategies to Cut Your Taxes in Retirement

All that money in your tax-deferred retirement accounts? Uncle Sam is going to want his cut, so here's how to prepare for that.

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Should You Freeze Your Credit Amid National Public Data, Change Healthcare Breaches?

With data breaches in the news from National Public Data and Change Healthcare, people are wondering if they should freeze their credit.

Kiplinger

Five Reasons Some Financial Planners Avoid Tax Planning

They might not be allowed to do it at their company, but they also might not be willing to commit the time or are more focused on compensation. Here's how to make sure you're covered.

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IRS Urges Employers to Participate in ERC Voluntary Disclosure Program

Businesses can fix ERC claims with the IRS at a lower cost, but only for a limited time.

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Child Tax Credit: JD Vance Floats Enhanced Version in Surprise Pledge

Trump’s vice presidential nominee has suggested enhancing the federal child tax credit. Here’s why it matters.

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Is Market Risk Holding Your Retirement Nest Egg Hostage?

If you have plenty of retirement savings but still feel like you need to limit your spending, you might need an integrated retirement plan.

Kiplinger

Seven Lessons for New Retirees, From a New Retiree

The former editor of Kiplinger Personal Finance shares key financial takeaways from his first year of retirement.

Kiplinger

How a Roth Conversion Can Spare You From Medicare’s IRMAA and Taxes

If you've been a good saver and face large required minimum distributions (RMDs), then you need to plan for how to head off or limit higher Medicare premiums.

Kiplinger

Three Key Facts to Know About Your RMDs

If any of your retirement savings are in a tax-deferred account, then you will face required minimum distributions (RMDs). Not having a strategy could prove costly.

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Should You Be Investing in Nordic Companies?

Should you be Investing in Nordic companies? This corner of Europe presents unique opportunities for investors.

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