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FORGOTTEN HISTORY: 2 - The Untold Story

Ask the Editor, December 12: IRAs, 401(k)s and RMDs

In this week's Ask the Editor Q&A, Joy Taylor answers questions on IRAs, 401(k)s and required minimum distributions

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Ask the Editor, December 5: Capital Gains and Tax Planning

In this week's Ask the Editor Q&A, Joy Taylor answers questions on capital gains tax rates and end-of-year tax planning

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Ask the Editor, November 28: Roth Conversions and Tax Planning

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

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Ask the Editor, November 21: Home Sale Tax Break

In this week's Ask the Editor Q&A, Joy Taylor answers questions on the gain exclusion tax break when you sell your home.

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Ask the Editor, November 14: 20% Qualified Business Income Deduction

In this week's Ask the Editor Q&A, Joy Taylor answers questions on the 20% tax deduction for qualified business income or QBI.

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Ask the Editor, October 17: QCDs and Tax-Planning

In this week's Ask the Editor Q&A, Joy Taylor answers more questions about the use of qualified charitable distributions (QCDs) in end-of-year tax planning.

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Ask the Editor, October 10: Capital Losses and the Wash Sale Rule

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.

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Ask the Editor, September 26: Tax Questions on the New Tips Deduction

In this week's Ask the Editor Q&A, we answer reader questions on the new tax deduction for tipped income.

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Ask the Editor, September 12: Tax Questions on 529 Plan Rollovers to a Roth IRA

In this week's Ask the Editor Q&A, we answer four questions from readers on transferring 529 plan money to a Roth IRA.

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Ask the Editor, August 22: Tax Questions on What Congress Will Do Next

In this week's Ask the Editor Q&A, we answer questions from readers on what Congress will do next with taxes.

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Ask the Editor, August 15: Tax Questions on the OBBB, Tax Rates

In this week's Ask the Editor Q&A, we answer tax questions from readers on the OBBB and changes, if any, to tax rates.

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Ask the Editor, August 1: Tax Questions on Standard Deductions

In this week's Ask the Editor Q&A, we answer tax questions from readers on claiming standard deductions on your tax return.

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Ask the Editor, July 18: Questions on the $6,000 Senior Deduction

In this week's Ask the Editor Q&A, we answer tax questions from readers on the new $6,000 deduction for taxpayers 65 and older.

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Ask the Editor, July 17: Tax Questions on the New Tax Law

In this week's Ask the Editor Q&A, we answer tax questions from readers on the new tax law.

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Ask the Editor, July 4: Tax Questions on Inherited IRAs

In this week's Ask the Editor Q&A, we answer tax questions from readers on the rules on inheriting IRAs.

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Ask the Editor, June 6: Questions on Hobby Losses, Medicare

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on hobby losses, I bonds and Medicare premiums.

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Ask the Editor, May 30: Questions on the One Big Beautiful Bill

In this week's Ask the Editor Q&A, we answer tax questions from readers on the House-passed “One Big Beautiful Bill.”

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Ask the Editor, May 16 — Reader Questions on Capital Gains

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers three questions from readers on capital gains.

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Ask the Editor, May 9 — Reader Questions on QCDs

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on qualified charitable distributions (QCDs).

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Ask the Editor, May 4 — Questions on Tax Deductions, Losses

In our Ask the Editor series, Joy Taylor, The Kiplinger Tax Letter Editor, answers readers' questions on tax deductions and losses.

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Ask the Editor: Reader Questions, April 25 — 529 plans

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions related to 529 plans.

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Should You Do A Roth IRA Conversion? Nine Things to Consider

Thinking of converting a traditional IRA to a Roth IRA? The Kiplinger Tax Letter Editor highlights nine factors you should consider before making a move.

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Ask the Editor: Reader Questions, April 18 — Amended Returns

In our Ask the Editor: Taxes, April 18, round-up — Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on amended returns, mortgages and deductions.

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Ask the Editor: Reader Questions, April 11 — IRAs, RMDs and PTPs.

Ask the Editor: Taxes, April 11, 2025 — Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on Roth IRAs, RMDs and other retirement accounts.

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Ask the Editor: Reader Questions, April 4 — The Tax Bill

Ask the Editor: Taxes, April 4 — Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on Trump's tax package, estate tax and Muni bonds.

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