Bio Rocky Mengle

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Rocky Mengle

Tax Editor

Rocky has more than 20 years of experience covering tax developments. He came to Kiplinger from Wolters Kluwer Tax & Accounting, and, before that, he worked for Kleinrock Publishing. He has a Juris Doctor degree from the University of Connecticut School of Law and a BA in History from Salisbury University in Salisbury, Md.

Latest Features

Tax Tips
December 2019

Year-End Tax Tip: Give Cash Gifts to Family and Friends

'Tis the season for giving. So why not take advantage of the annual gift tax exclusion before ringing in the new year.

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SLIDE SHOW
December 2019

Most Overlooked Tax Breaks and Deductions

You have to claim all the write-offs you're entitled to if you really want to cut your income tax bill to the bone. Unfortunately, though, people often miss great tax-saving opportunities because they ...

See More From: Tax Breaks

SLIDE SHOW
November 2019

How Snowbirds Can Be Taxed as a Florida Resident

Shorter days, leafless trees and frost on the ground are all signs that it's time for snowbirds to head south for the winter. Of course, I'm not talking about real birds—"snowbirds" are people who live ...

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SLIDE SHOW
November 2019

Taxes in Retirement: How All 50 States Tax Retirees, 2019

Retirees relocate for lots of different reasons, from the weather to proximity to grandchildren. Moving from a pricey part of the country to one with low housing prices could also lower your expenses and ...

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Tax Prep & Filing
November 2019

What Are the Income Tax Brackets for 2020 vs. 2019?

The IRS unveiled the 2020 tax brackets, and it's never too early to start planning to minimize your future tax bill.

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Tax Tips
November 2019

'Jeopardy James' Wins Again...and Ups His 2019 Tax Bill

After winning the "Jeopardy!" Tournament of Champions, James Holzhauer will owe the IRS and California even more on April 15.

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Tax Tips
November 2019

Year-End Tax Tip: Renew Your Expiring Individual Taxpayer Identification Number (ITIN)

Beat the rush and avoid refund delays by renewing your ITIN before the end of the year.

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SLIDE SHOW
November 2019

10 Least Tax-Friendly States for Military Retirees, 2019

If you spent your career in the military, you've probably lived all over the U.S. and around the world. But before you put down roots in retirement, find out how much of your hard-earned pension will be ...

See More From: Making Your Money Last

SLIDE SHOW
November 2019

10 Least Tax-Friendly States for Retirees, 2019

Whether you plan to retire at the beach, near the mountains or to some other dream destination, make sure you check out the local tax situation before packing your bags. If you don't, you might be unpleasantly ...

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SLIDE SHOW
November 2019

10 Most Tax-Friendly States for Retirees, 2019

If you're thinking of moving to a different state in retirement, you'll want to consider climate, proximity to family and friends, access to quality health care, and a host of other important factors before ...

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SLIDE SHOW
November 2019

Best States for Low Taxes: 50 States Ranked for Taxes, 2019

No two states are alike when it comes to taxes. They all have their own rules, rates and special tax breaks. As a result, your overall state and local tax burden in one state can be thousands of dollars ...

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SLIDE SHOW
November 2019

Two Tax Breaks Trump Will Get by Moving from New York to Florida

President Trump isn't the only rich guy out there trying to slash his state and local tax bill by declaring a change of residency from New York to Florida. Thousands of other wealthy New Yorkers have tried ...

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Tax Tips
November 2019

Year-End Tax Tip: Max Out Your 401(k) Plan Contributions

You can still save more for retirement if you haven't reached the 2019 contribution limit yet.

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Tax Tips
November 2019

Year-End Tax Tip: Check the Withholding from Your Wages

If you've had too much or too little tax withheld from your paychecks, there's still time to submit a new Form W-4 to have your withholding adjusted for the rest of the year.

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SLIDE SHOW
June 2019

Tax Plans: 2020 Democratic Presidential Candidates

Who will face President Trump in the 2020 election? Right now, 15 Democrats are in the race—including Deval Patrick and Michael Bloomberg, who recently joined the field. It's been a crazy contest so ...

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Making Your Money Last
October 2019

State Taxes on Retirees Differ by Types of Retirement Income

Where you retire can have a big impact on your tax bills for Social Security, pensions, IRAs, 401(k)s and other income.

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SLIDE SHOW
October 2019

18 States With Scary Death Taxes

Most people shouldn't be afraid of federal "death taxes." For 2019, only estates worth $11.4 million or more ($22.8 million or more for a married couple) are slashed by federal estate taxes, and only a ...

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