Latest
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Medicare Premiums 2026: Projected IRMAA Brackets and Surcharges for Parts B and D
Will you have to pay the monthly Medicare premium surcharge next year? It depends on a few factors.
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The NBA Finals and the 'Jock Tax'? What You Need to Know
State Tax The NBA Finals, and other sporting events, are connected to taxes in a significant way.
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Retire in the Bahamas With These Three Tax Benefits
Retirement Taxes Retirement in the Bahamas may be worth considering for high-net-worth individuals who hate paying taxes on income and capital gains.
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Are Managed 401(k) Accounts Worth the Extra Cost?
Managed 401(k) accounts are an option in an increasing number of company plans, but are they worth the additional fees vs. target-date funds?
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A Wealth Adviser's Seven Savvy Tips on Alternative Investments
Before taking the leap into investments outside the usual realm of stocks and bonds, make sure you take these seven points into consideration.
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What to Do After Losing Your Spouse: An Expert Guide
Some financial decisions need to be made sooner rather than later. In honor of International Widows' Day, here's what you need to know about gathering documents and contacting government agencies and financial institutions.
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States That Tax Social Security Benefits in 2025
Retirement Taxes Not all retirees who live in states that tax Social Security benefits have to pay state income taxes. Will your benefits be taxed?
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Is Your State Coming For Your Online Sports Bets?
State Tax Several states are trying to hike sports betting tax rates in 2025. Here’s how it could affect you.
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What to Know About Mortgage Escrow Accounts
Escrow accounts ensure that you pay your bills for home insurance and property taxes.
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I'm a Financial Planner: This Is the Key to Successful Retirement Planning
You have to focus on what you can control — the inputs — and not obsess over what you can't control — the output. Here's how to do that.
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Summer Is Made for Sun, Fun … and Estate Planning Conversations
Now is the time to discuss estate planning with your loved ones to ensure the Great Wealth Transfer is efficient, tax-aware and in line with your legacy goals — not Uncle Sam's.
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Discover the Best Wines of 2025: Top Picks From Around the World
The Decanter World Wine Awards selections are in.
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Retire in Ecuador for an Affordable, Rich Life
Ecuador offers one of the world’s most painless visa processes in a country rich with biodiversity.
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Why Single Retirees Have It Better Than You Think
From housing to health care, see how flying solo in retirement can stretch your funds further.
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My First $1 Million: Early Retiree, 57, Western North Carolina
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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Top Tech M&A 2025: The Prospects We're Watching
High interest rates and economic uncertainty have dimmed the market for big M&A tech deals, but the tides could be turning.
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Don't Have an Estate Plan? Six Things That Could Go Very Wrong
Bad things can happen when you're unprepared, such as big-time taxes and family turmoil. Generational planning can help protect the people you love. Here's some expert advice to help you out.
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A Financial Planner's Tips for Teaching Kids About Wealth Without Creating Entitlement
If your kids are likely to inherit and you're worried about how they'll manage, start talking about money and teaching common-sense habits as soon as you can.
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12 Things You Must Know About Claiming and Maximizing Your Social Security Benefits
Social Security Claiming Social Security benefits at the right time means more money for you. Here’s a guide to everything from knowing your retirement age to spousal benefits.
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Best CD Rates — A Risk-Free Way to Save
Savings Watch your money grow effortlessly with a CD. Here are our top picks.
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Think Twice Before You Tap Your 401(k) Early
Penalty-free distributions have become more accessible, but they can be detrimental to your retirement security.
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How to Find the Best Jumbo CD Rates
Jumbo CDs come with excellent rates. You'll invest a lot for a short time and earn more in the process.
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10 Worst Things to Buy on Amazon
spending It's not always cheaper on Amazon, and it's definitely not always worth it. Here are 10 things you shouldn't buy on Amazon.
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SALT Deduction: Three Things to Know for 2025
Tax Deductions Changes to the state and local tax deduction and the looming TCJA expiration have brought this tax break into the spotlight.
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Retirement Reimagined: Finding Your Tribe in LGBTQ-Focused Communities
Demand for LGBTQ retirement communities in the U.S. is high, but inventory is not easy to find. Here are some safe havens to explore.
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Ask the Editor, June 20: Questions on Tax Deductions and IRAs
Ask the Editor In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers four questions on deductions, tax proposals and IRAs.
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The $1 Million Retirement Question: Are You Being Tax-Smart About Your Pension?
A financial planner raises some key considerations for navigating retirement with a pension and recommends four strategies.
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The Costly Mistake You Might Be Making With Your First 401(k)
Most people start contributing to their retirement savings later in life. That could be a big-time mistake, literally costing you thousands of dollars.
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The 5 Best BDC Stocks to Buy Now
dividend stocks Business development companies (BDCs) are a small but sky-high-yielding industry that effectively acts as private equity for the common investor.
