Features
-
Is Your Will 'Fair'? Estate Planning Is About More Than MoneyDividing assets equally can still trigger family drama. Here’s how to navigate tax traps, emotional heirlooms, and blended families so your heirs feel loved — not cheated.
By Maurie Backman
-
Will You Pay Higher Taxes in Retirement?Your Social Security income and RMDs will most likely combine to deliver a tax torpedo, but there are ways to reduce your income in retirement to pay less tax.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
-
If You Have a Pension, Smart Tax Planning Starts NowAdding pension income to Social Security benefits and income from required minimum distributions could see you facing a tax torpedo and higher Medicare costs.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
-
The Best REIT ETFs to BuyETFs REIT ETFs can generate above-average real estate-linked income in a brokerage account without the hassle of property management.
By Tony Dong, MSc, CETF
-
Why High-Earning Women Retire With Less Than Men: What to DoWomen should move beyond simple saving to a strategy that optimizes taxes, asset location and diversification, so every dollar works toward long-term goals.
By Stacy Francis, CFP®, CDFA®, CES™
-
6 Innovative Ways to Earn Extra Income in RetirementFrom monetizing garage space to selling niche expertise, retirees are boosting cash flow on their own terms.
By Maurie Backman
-
How to Maximize OBBBA Tax Breaks for Retirees and Pass It OnOBBBA tax breaks can help you preserve more of what you've saved for retirement. Tax planning can ensure it keeps working for your family after you're gone.
By Jason “JB” Beckett
-
Why We Can't Weld Our Way Out of an AI Employment CrisisWhen AI replaces white-collar jobs, workers will be told to "learn a trade." But where's the support for the financial and emotional challenges that causes?
By Jennifer Schwab Wangers
-
How to Calculate RMDs (Required Minimum Distributions) for IRAsUnderstand when and how to calculate RMDs and avoid stiff penalties from your tax-deferred IRA.
By Kathryn Pomroy
-
5 Things I Wish I'd Known Before I RetiredNot only can these insights save you a boatload of stress later in life, but they can help ensure that you have a happy retirement.
By Pam Krueger
-
The $2,500 Tax Break for Paying Your Student LoanTax Deductions Do you qualify for the student loan interest deduction this year?
By Katelyn Washington
-
Kentucky Tax GuideState Tax State tax rates and rules for income, sales, property, gas, cigarette, and other taxes that impact Kentucky residents.
By Kelley R. Taylor
-
Florida Tax GuideState Taxes Explore Florida's state tax rates for income, sales, property, retirement, and more. Learn how Florida compares nationwide.
By Katelyn Washington
-
The TCJA: Key Facts on the 2017 'Trump Tax Cuts'Tax Law How did TCJA provisions impact your wallet?
By Kate Schubel
-
5 of the Safest Vanguard Funds to OwnThe safest Vanguard funds can help you through a volatile market by adding stability to your portfolio at low cost.
By Kyle Woodley
-
4 Highly Rated Vanguard Dividend and Income FundsThese four low-cost Vanguard dividend and income funds have all earned high praise from Morningstar, and they offer attractive yields.
By Kyle Woodley
-
The Medicare Travel Readiness Quiz: What’s Covered at Home and Abroad?Out-of-state ER visit? Emergency in Europe? Find out what your Medicare plan actually covers before you take off.
By Donna LeValley
-
10 Ways to Generate Retirement IncomeEach of these retirement income strategies has pros and cons. Here's what to consider to help you decide which ones might work for you.
By Mike Decker, NSSA®
-
Turn Capital Gains Into Charitable Donations With a DAFAppreciated stock, IPO shares and other non-cash assets can be among the most powerful charitable gifts you can make — if you know how to donate them.
By Caleb Lund, CAP®
-
401(k) Rich and Cash Poor: The Hidden Retirement RiskMaxing out a traditional 401(k) without cash reserves triggers tax spikes and market losses. Here's where and how to save cash for easy retirement withdrawals.
By Adam Shell
-
How a QTIP Trust Can Protect a Married Couple's EstateHow can married couples ensure non-taxable estates pass as intended and are protected from unwanted claims down the line? A QTIP trust can provide the answer.
By Jeffrey M. Verdon, Esq.
-
How to Spot a Bad Landlord Before You Hand Over Your MoneyWhat do you know about your landlord? Not much, I'll bet, and that could cost you. You can learn from this woman's interaction with a very bad landlord.
By H. Dennis Beaver, Esq.
-
Kiplinger Retail Outlook: July Dip is TemporaryEconomic Forecasts E-Commerce sales dropped in July after Prime Day was moved to June.
By David Payne
-
Is a Roth Conversion Right For You? 3 Questions to Ask FirstDon't let a Roth conversion backfire. Learn the 3 questions every investor needs to ask about tax brackets, liquidity and asset allocation before making the move.
By Donna Fuscaldo
-
The Cheapest Gold ETFs to Buy Nowgold Gold ETFs can provide diversification benefits and serve as long-term stores of value, without the hassle of holding physical bullion.
By Tony Dong, MSc, CETF
-
Best Bond ETFs to Buy NowETFs Bond ETFs can help diversify your portfolio, but you need to be aware of interest rates and inflation, as well as credit quality, liquidity and tax efficiency.
By Tony Dong, MSc, CETF
-
The Best Bitcoin ETFs to Buycryptocurrency Bitcoin ETFs eliminate the need for self-custody of the cryptocurrency while providing excellent liquidity. Here are a few we like.
By Tony Dong, MSc, CETF
-
Thinking About Cutting Your 401(k) Contributions? 6 Reasons to ReconsiderLowering your 401(k) contributions might solve a short-term cash squeeze, but it carries long-term costs, including these six.
By Donna Fuscaldo
-
How Savvy Retirees Turn Second Homes Into Passive Income EnginesBuying a second home in retirement, especially if your savings are ample, can be a strategic financial choice. But it requires meticulous planning.
By Kathryn Pomroy
