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Use Your Estate Plan to Minimize Taxes, Kiplinger’s Mutual Fund Guide 2024

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Sun, Feb 25, 2024 11:51 AM

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Have your say in the Kiplinger Readers' Choice Awards. 2024 Created for {EMAIL} | February 25, 2024

Have your say in the Kiplinger Readers' Choice Awards. 2024 Created for {EMAIL} | [Web Version]( February 25, 2024 CONNECT WITH KIPLINGER  [LinkedIn]( [Facebook]( [X]( [Youtube]( [Instagram]( [SIGN UP]( ⋅ [WEBSITE]( [] Top Story [] [Kiplinger's Mutual Fund Guide For 2024]( [Kiplinger's Mutual Fund Guide For 2024]( (Getty Images) Giant U.S. tech stocks dominate many of the top-performing names in [Kiplinger's mutual fund guide](, but small and foreign companies are well represented too. [] Successful Estate Planning [] [How to Use Your Estate Plan to Save Taxes Now: A Timely Update]( [How to Use Your Estate Plan to Save Taxes Now: A Timely Update]( (Getty Images) Consider setting up an upstream basis trust and granting a general power of appointment to an older family member to minimize capital gains taxes on highly appreciated assets, writes attorney John Goralka. [Learn more about this strategy here](. [7 Mistakes to Avoid When Hiring an Advisor]( Working with a financial advisor can be a crucial part of retirement planning. But choosing the wrong one can wreak havoc on your investments. Here are 7 common mistakes to avoid when hiring a financial advisor so you can work towards a more comfortable retirement. [LEARN MORE]( ADVERTISEMENT [] In the News [] [Why Is Walmart Splitting Its Stock?]( [Why Is Walmart Splitting Its Stock?]( (Getty Images) If you're a long-time shareholder in Walmart (WMT) stock wondering why the world's largest retailer caused a three-for-one stock split near the end of February, [the move wasn't for you](. [] Travel [] [The Most Unique and Luxurious Disney World Hotels]( [The Most Unique and Luxurious Disney World Hotels]( (Getty Images) Last week we discussed [saving money while visiting one of the world's top theme parks](. Today, we bring to you some of the most unique lodging options the park has to offer. From Polynesian-inspired bungalows to rooms overlooking a savanna with giraffes, [Walt Disney World has no shortage of incredible hotels](. [Top 5 Wealth Management Firms Revealed]( Asset growth and preservation are two sides of the same coin. Working with a top wealth management firm can provide access to strategies for all of life's different stages. Here's the list of top U.S. firms for individual investors. [See the list]( ADVERTISEMENT Featured Content Sponsored Content from Kiplinger Personal Finance Magazine [Build wealth. Cut taxes. Retire rich.]( Get a [FREE ISSUE]( of Kiplinger Personal Finance magazine, and save up to 74% to subscribe. Includes special issues such as Investing Outlook, Retirement Planning, Mutual Fund Roundup, and Guide to ETFs. Count on Kiplinger for trustworthy help to make more money, keep more of the money you make, and live a financially secure life. [CLICK HERE]( [] Tech Stocks [] [If You Put $1,000 Into Nvidia Stock 20 Years Ago, Here's What You'd Have Today]( Nvidia stock has been a market-beater since AI came along, but has it always been such a winner? [Read More]( [] Vote! [] [Have Your Say in the Kiplinger Readers' Choice Awards 2024]( The Kiplinger Readers' Choice Awards celebrate the best personal finance products and services, from advisers to banks to credit cards. Cast your vote now to elevate personal finance standouts that have delivered excellent value for our readers in the past year. [Vote Here!]( [Is your money working hard enough?]( It should be! Learn how Betterment's automated investing and savings technology can make your money hustle, while you don't. [LEARN MORE]( ADVERTISEMENT ABOUT KIPLINGER When we write about money, we get it right. So the decisions you make with your dollars are also right. Kiplinger is a trusted provider of unbiased financial advice, objective business and economic forecasts, and practical help to millions of business professionals, investors, and individuals seeking to make more profitable decisions with their money. Our [flagship publications]( include [Kiplinger Personal Finance]( magazine, [The Kiplinger Letter]( [The Kiplinger Tax Letter]( [Kiplinger Retirement Report]( and [Kiplinger Investing for Income.]( All are regarded as the leading publications in their respective fields. Every day, millions of readers rely on our [free e-newsletters]( for help on everything from getting the best rate on a mortgage or car loan, to managing their businesses in an uncertain world, avoiding an IRS audit, building wealth for a secure retirement, or investing wisely in any kind of market. Now it’s your turn to reap all the rewards Kiplinger has to offer. Visit [Kiplinger.com](, your gateway to all of the above and much more. Check in any time for our latest advice on how to make more money, and keep more of the money you make. Stay right on the money, with Kiplinger. [Sign Up]( | [Print Publications]( | [Unsubscribe]( [Privacy Policy]( | [Cookies Policy]( | [Terms and Conditions]( CONTACT US: [FEEDBACK](mailto:mailto:alerts@kiplinger.com) | [ADVERTISE]( [Future]( Future US LLC © Full 7th Floor, 130 West 42nd Street, New York, NY, 10036

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