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Kiplinger's Retirement Report
A stream of guaranteed income from an annuity can provide peace of mind that essential expenses will be covered if you live well into your eighties or nineties.
See More From: Annuities
For many Americans, Social Security benefits are the bedrock of retirement income. Maximizing that stream of income is critical to funding your retirement dreams.
The rules for claiming benefits can ...
See More From: Social Security
Beware the “kiddie tax,” which applies to unearned income (including distributions from traditional IRAs).
See More From: IRAs
Before you pack your bags and jet off around the world, learn what your health insurance covers in case of a medical emergency abroad.
See More From: Health Care & Insurance
More beneficiaries who are considered high earners will be hit with steeper fees.
Here's what you need to know about who gets charged and why, as well as when the fees can be waived.
See More From: Medicare
The standby reverse mortgage strategy offers boomers a way to boost their retirement income.
See More From: Mortgages & Refinancing
Comparing your investment choices and costs can aid in deciding if a rollover is the right move.
See More From: 401(k)s
A new study shows the benefit of converting sooner for your loved ones.
See More From: Roth IRAs
If your IRA holds an annuity, you may or may not have to include its value when figuring your required minimum distribution.
See More From: Required Minimum Distributions (RMDs)
Those who wait until after full retirement age to claim Social Security but do so before age 70 may be disappointed in the size of their initial benefit checks.
Following Uncle Sam's lead, several states are raising their estate-tax exemptions, while some are ditching death taxes altogether.
See More From: Estate Planning
There are a variety of factors that can determine when it's best for you to start claiming your benefit.
A staggered conversion strategy helps minimize taxes owed over time.
Use this smart tactic to keep your shares as well as make Uncle Sam happy.
See More From: Tax Planning
Smart strategies for lowering the amount of taxes retirees have to pay every year.
Here's how to determine the survivor benefit calculation.