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Rachel L. Sheedy

Editor
Kiplinger's Retirement Report

Latest Features

Health Care & Insurance
June 2017

Medicare Surcharge Thresholds to Drop

More beneficiaries who are considered high earners will be hit with steeper fees.

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Medicare
May 2017

9 Things You Must Know About Medicare's High-Income Surcharges

Here's what you need to know about who gets charged and why, as well as when the fees can be waived.

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Mortgages & Refinancing
April 2017

How Retirees Can Use Their Home's Wealth as an Emergency Fund

The standby reverse mortgage strategy offers boomers a way to boost their retirement income.

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401(k)s
April 2017

When Not to Roll Over a 401(k) to an IRA

Comparing your investment choices and costs can aid in deciding if a rollover is the right move.

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Roth IRAs
March 2017

Roth Conversions May Be Boon for Heirs

A new study shows the benefit of converting sooner for your loved ones.

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Required Minimum Distributions (RMDs)
March 2017

RMD Tips: When Your IRA Holds an Annuity

If your IRA holds an annuity, you may or may not have to include its value when figuring your required minimum distribution.

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Social Security
February 2017

Why Your First Social Security Check May Be Smaller Than Expected

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.

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Estate Planning
January 2017

State Death Taxes Losing Life

Following Uncle Sam's lead, several states are raising their estate-tax exemptions, while some are ditching death taxes altogether.

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Social Security
January 2017

5 Keys to Your Social Security Benefits Strategy

There are a variety of factors that can determine when it's best for you to start claiming your benefit.

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Roth IRAs
December 2016

A Roth Strategy to Cut RMDs, Boost Your Nest Egg

A staggered conversion strategy helps minimize taxes owed over time.

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SLIDE SHOW
December 2016

What You Must Know About Social Security

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 ...

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Tax Planning
December 2016

Retirees, Shift Stock to Satisfy Your RMD

Use this smart tactic to keep your shares as well as make Uncle Sam happy.

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Tax Planning
November 2016

How to Reduce Your State Tax Bill in Retirement

Smart strategies for lowering the amount of taxes retirees have to pay every year.

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Social Security
October 2016

Social Security Benefits for Your Spouse If You Die Early

Here's how to determine the survivor benefit calculation.

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IRAs
September 2016

4 Ways to Make the Most of an Inherited IRA

Here are four strategies to consider when taking on a deceased loved one's IRA account.

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Roth IRAs
August 2016

Deadline Nears for Reversing Your 2015 Roth IRA Conversion

Consider these money-smart reasons to undo a move into a Roth IRA.

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Technology
August 2016

High Tech Helps Aging Drivers

Need a little extra help driving? These high-tech features can keep you safe as you get older.

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