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Inherited an IRA? Five Rules Every Beneficiary Should Know for 2025
Inherited IRA Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.
By Kelley R. Taylor Last updated
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It's Father’s Day Weekend: Why Popular Gifts Cost More This Year
Tariffs Popular Father’s Day gift ideas like grills, clothing, and fishing gear are facing price hikes this year. Here's what to know before you shop.
By Gabriella Cruz-Martínez Last updated
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The ‘First Year of Retirement’ Rule
The 'first year of retirement' rule says the 12 months after you leave work set the tone for your entire later life — so it's vital to approach them mindfully.
By Jacob Schroeder Published
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My First $1 Million: Retired International Finance Director, 68, Atlanta
Ever wonder how someone who's made a million dollars or more did it? Kiplinger's My First $1 Million series uncovers the answers.
By Joyce Lamb Published
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Timing Is Everything for Roth Conversions: An Expert's Guide to the Right Strategy
Understanding the nuances of Roth conversions can help you avoid forking over more money in taxes than you need to.
By Alex Astin, MBA, CEP®, IAR Published
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Are You Ready for the Emotional Side of Retirement?
Financial adviser warns that life after work is coming, so start preparing … mentally, as well as financially. If you're nervous, take heart. Some simple strategies could ease the way.
By Cliff Ambrose, CTS™, CAS® Published
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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.
By Rodrigo Sermeño Last updated
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Should You Get a Long-Term or Short-Term CD Before the Fed Meeting in June?
Is a long-term or short-term CD better to open before the Fed's next meeting? Here's what you need to know.
By Erin Bendig Last updated
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The Social Security Fairness Act May Change How You Pay Medicare Premiums
If you receive an upward adjustment to your monthly Social Security benefits due to the SSFA, how you pay your Medicare premiums might change.
By Donna LeValley Last updated
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Student Loan Delinquencies Are Hurting Credit Scores — Even for Parents and Grandparents
Millions of borrowers are falling behind on student loan payments, triggering steep credit score drops. If you or your family carry student debt, here's what you need to know now.
By Choncé Maddox Published
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Zoe Financial Review: Finding and Working with a Financial Adviser Made Easy
Zoe Financial is a financial adviser matching service and wealth management platform rolled into one. Here’s what you need to know before using it.
By Rachael Green Published
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Six Reasons to Disinherit Someone and How to Do It
Whether you're navigating a second marriage, handling an estranged relative or leaving assets to charity, there are reasons to disinherit someone. Here's how.
By Donna LeValley Last updated
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Ask the Editor, June 13: Questions on Home Sales and Taxes
In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on home sales and calculating tax basis in a home.
By Joy Taylor Published
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Best High-Yield Savings Accounts — June 2025
Our top choices earn rates as high as 4.35%, helping you outpace inflation effortlessly.
By Sean Jackson Last updated
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When Are Estimated Tax Payments Due in 2025?
Tax Deadlines You make quarterly estimated tax payments to the IRS if you are self-employed or don’t have taxes withheld from your income for other reasons.
By Kelley R. Taylor Last updated
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Is It Worth Getting a Business Bank Account for Your Small Business?
If you’re using your personal bank account for your business, it’s time to switch. Here are the legal and logistical reasons why you need a separate business bank account.
By Rachael Green Published
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7 Financial Tools You Need to Manage Your Small Business
From a business bank account to tax software, these are the essential tools you need to manage your business finances.
By Rachael Green Published
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RV Living or Vacation Home? What's Best for Your Retirement?
You may fantasize about RV living or owning a cabin in the mountains or by the beach. Both options can be affordable and fun, but kick the tires first!
By Maurie Backman Published
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Four Ways to Help Prevent a Market Downturn From Scrambling Your Nest Egg
You may not be able to avoid a market decline when you're newly retired and starting to rely on your nest egg for income, but you can plan for that risk.
By Nicholas Shaheen, CFP®, CIMA® Published
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Is Your Home Disaster-Ready? An Insurance Expert's Guide to Preparing for Storms and Fires
Homeowners can take these steps to protect their properties from hurricanes, tornadoes, wildfires and hail, while also potentially reducing their insurance costs.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS Published
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How to Find Affordable Pet Insurance
Pets Pet insurance can save you thousands on vet bills, but how do you save on pet insurance itself? Use these tips to get affordable pet insurance.
By Daniel Bortz Last updated
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The Average Retirement Savings by Age: Are You Keeping Up?
Think you may have more retirement savings than your peers? Here's your answer.
By Donna LeValley Last updated
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Kiplinger Housing Outlook: Home Price Growth Falls
Economic Outlooks Existing home sales remain weak due to high financing costs.
By Rodrigo Sermeño Last updated
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5 Low-Cost Ways to Protect Against Identity Theft
Sponsor Content Created With LifeLock
SPONSORED Stay ahead of identity thieves and maintain your peace of mind with these simple, affordable steps.
By Eileen Ambrose Published
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The Best Travel Rewards Credit Cards for You
credit cards Pack your bags and earn rewards for traveling. We chose the best cards for airline, hotel and other perks to help you save money.
By Sean Jackson Last updated
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Hilton Honors Card Bonus Offer Worth up to $780
Earn up to 130,000 Hilton Honors bonus points with the American Express Surpass Card.
By Ellen B. Kennedy Last updated
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I Don't Need Social Security. Should I Skip Benefits and Save Them for People Who Do?
What happens when you forgo Social Security benefits?
By Maurie Backman Published
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Why It's Worth Getting a High-Yield Savings Account Before the Fed Meeting
The next Fed meeting is on June 17 and 18. With a rate cut unlikely this time around, it gives savers more time to maximize returns.
By Erin Bendig Last updated
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Coverdell ESAs vs. 529 Plans: Which Should You Choose?
Savings Accounts These savings accounts can offer tax benefits for school and retirement expenses. Here’s how.
By Kate Schubel Published