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Could Your Roth Conversion Bump You Into a 50% Tax Rate?
Extra income from Roth conversions can cause your marginal rate to spike far above your visible tax bracket. Here's what to watch for — and how to plan.
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April Brings Showers, Flowers and Your Financial Fitness Plan
These actionable strategies — covering wealth transfer, investments and communication — can help you build a life and legacy that reflects your values.
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A 'Trust Reveal' Isn't the Way to Transfer Wealth — This Is
Wealth transfer isn't about dramatically revealing the size of an inheritance. It's about communicating your story and preparing heirs to uphold shared values.
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How to Keep the Magnificent 7 From Endangering Your Portfolio
An investing approach that's different from "buying the index" lets you invest without so much exposure to the potential volatility of the big tech stocks.
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What to Look Out for in Economic Data This Week
Wall Street will hear from several Fed speakers this week, while Tuesday's release of the March PPI will keep inflation in the spotlight.
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WalmartIf You'd Put $1,000 Into Walmart Stock 20 Years Ago, Here's What You'd Have Today
Walmart stock has beaten the broader market by a solid margin over the past couple of decades.
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Dow Swings Higher to Add 275 Points: Stock Market Today
Strong gains in mega-cap tech stocks buoyed the Nasdaq on Friday, but the Dow and S&P 500 weren't so resilient.
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The New 65? Why the Healthiest Retirees Are Throwing Out the Old Playbook
Planning to live to 95? Why your retirement strategy needs a 'healthspan' reset.
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A 'Trust Reveal' Isn't the Way to Transfer Wealth — This Is
Wealth transfer isn't about dramatically revealing the size of an inheritance. It's about communicating your story and preparing heirs to uphold shared values.
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When Will Social Security and Medicare Run Out of Money?
Social Security and Medicare trust funds, which help pay benefits, are projected to run dry. What will happen then?
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529 Plan Contribution Limits for 2026
Each state sets 529 plan contribution limits, which range from $235,000 to slightly more than $600,000..
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Markets8 Facts You Need to Know About Stock Market Corrections
Scary as they are, drawdowns are a normal part of the investing process. Having a financial plan in place and sticking to it is every investor's best friend.
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mutual fundsThe 25 Best No-Load Mutual Funds You Can Buy
The key to building wealth over the long term is buying high-quality, no-load mutual funds run by seasoned stock pickers. Here are our favorites.
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Concentrated Company Stock: Don't Wait Forever to Diversify
Holding too much company stock can be disastrous — as Silicon Valley Bank and Kodak employees learned the hard way. The key is to diversify as soon as you can.
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Alexandra Svokos
Digital Managing Editor
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Karee Venema
Senior Investing Editor
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Kelley R. Taylor
Senior Tax Editor
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Alexandra Twin
Senior Retirement Editor
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David Dittman
Investing Editor
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Ellen Kennedy
Retirement Editor
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Carla Ayers
Personal Finance Editor
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Donna LeValley
Retirement Writer
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Kate Schubel
Tax Writer
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Sean Jackson
Personal Finance Writer
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Donna Fuscaldo
Retirement Writer
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Rachael Green
Personal Finance Writer
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Ben Demers
Audience Engagement Manager
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Dan Burrows
Senior Investing Writer
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Property Tax10 Cheapest Places to Live in South Carolina
From the outskirts of Myrtle Beach to the Upstate, these affordable gems have the lowest property tax bills in the state.
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Should We Save or Splurge a $10k Tax Refund?
Here's a solution that benefits both of you.
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Could Your Roth Conversion Bump You Into a 50% Tax Rate?
Extra income from Roth conversions can cause your marginal rate to spike far above your visible tax bracket. Here's what to watch for — and how to plan.
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QuizTax Day Trivia: 6 Surprising Facts About Your 2026 Refund
Take this quiz to see how much you know about April 15th, 2026 — the last day to file your federal tax return.
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7 Tips to Save on Driving Costs This Summer
These seven strategies will help keep a lid on skyrocketing gas and car-repair prices.
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Should We Save or Splurge a $10k Tax Refund?
Here's a solution that benefits both of you.
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Is Your Car Making You a Distracted Driver?
You do your best to stay focused on the road, but some features on newer cars are demanding more and more of your attention.
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How a Milwaukee Insurance Adjustor Hit $1M and Retired at 59
Ever wonder how someone who's made a million dollars or more did it? Kiplinger's My First $1 Million series uncovers the answers.
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April Brings Showers, Flowers and Your Financial Fitness Plan
These actionable strategies — covering wealth transfer, investments and communication — can help you build a life and legacy that reflects your values.
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529 Plan Contribution Limits for 2026
Each state sets 529 plan contribution limits, which range from $235,000 to slightly more than $600,000..
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Ask the EditorAsk the Tax Editor: Questions on Selling a Home
In this week's Ask the Editor Q&A, Joy Taylor answers questions on the home-sale exclusion, calculating tax basis in your home and related topics.
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Sell, Borrow or Stay? How to Use Home Equity in Retirement
Learn how to preserve your property's value, tap equity for income and make smart choices about downsizing, renting or leaving a legacy.
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What to Know About Using Your Home Equity in April
With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear plan, not just available equity.
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Does Your Retirement Plan Ignore Half of Your Net Worth?
Including your housing wealth in your retirement plan can lead to higher lifetime income and a larger legacy than a plan based on selling the home for the cash.
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7 Tips to Save on Driving Costs This Summer
These seven strategies will help keep a lid on skyrocketing gas and car-repair prices.
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The 12 Travel Tips Every Retiree Needs to Know
Traveling in retirement is a dream for many people. Here are 12 practical tips to help make that dream a reality
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15 Reasons You'll Regret an RV in Retirement
Here's why you might regret an RV in retirement. RV-savvy retirees talk about the downsides of spending retirement in a motorhome, travel trailer, fifth wheel, or other recreational vehicle.
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United Airlines to Raise Baggage Fees
United joins other airlines in announcing higher baggage fees and other price hikes to offset rising jet fuel costs.
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Credit Cards With No Foreign Transaction Fees
Enjoy traveling abroad? Find a credit card with no foreign transaction fees, or your spending could add up to a big chunk of change.
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Why retirees are spending more on travel now
Here is what the SKI trend means for your retirement plan.
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Economic ForecastsKiplinger Inflation Outlook: Energy Costs Will Retreat Slowly
The inflation report for April will show another large jump in prices. Inflation should hit 4.0%, then ease as energy costs come down.
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ForecastsExports have held up reasonably well despite tariff disputes
Kiplinger's latest forecast on trade: U.S. exports, imports and our net trade deficit.
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Economic ForecastsKiplinger Jobs Outlook: Is The Jan. Jump in Jobs a One-Off?
Kiplinger's monthly jobs round-up covers the latest changes in the labor market, from job gains to wage fluctuations.
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Economic ForecastsKiplinger Retail Outlook: Rise in Gasoline Prices Will Slow Some Sales
Sales rebounded in February after snowstorms, but inflation-adjusted sales should slow a bit going forward.
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The Kiplinger LetterIran War Looms Over Spring Home-Buying Season
The Iran conflict has put the housing market recovery on hold by driving up mortgage rates and raising costs for builders.
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ForecastsKiplinger Interest Rates Outlook: Fed Pauses Rates Cuts
The Fed suggests that it is not likely to cut rates further unless the jobs market weakens more.
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Economic OutlooksKiplinger Housing Outlook: A Critical Turning Point in 2026
The housing market is in the doldrums, but subtle shifts are finally on the way.
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More from Kiplinger
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7 Tips to Save on Driving Costs This Summer
These seven strategies will help keep a lid on skyrocketing gas and car-repair prices.
-
Kiplinger Inflation Outlook: Energy Costs Will Retreat Slowly
Economic Forecasts The inflation report for April will show another large jump in prices. Inflation should hit 4.0%, then ease as energy costs come down.
Economic Forecasts -
Exports have held up reasonably well despite tariff disputes
Forecasts Kiplinger's latest forecast on trade: U.S. exports, imports and our net trade deficit.
Forecasts -
United Airlines to Raise Baggage Fees
United joins other airlines in announcing higher baggage fees and other price hikes to offset rising jet fuel costs.
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The 12 Travel Tips Every Retiree Needs to Know
Traveling in retirement is a dream for many people. Here are 12 practical tips to help make that dream a reality
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How to Save on Groceries, According to an Expert
Smart-shopping expert Trae Bodge shares tips on saving at the grocery store.
