See All Authors »

Rachel L. Sheedy

Editor
Kiplinger's Retirement Report

Latest Features

Health Care & Insurance
October 2017

Guide to Medicare Open Enrollment for 2018

Shopping for a new Medicare Part D or Medicare Advantage plan for 2018 could save you money.

See More From: Health Care & Insurance

Mortgages & Refinancing
September 2017

New Rules for Reverse Mortgages

The government is changing the loan's insurance costs and reducing how much applicants can borrow—and the window for borrowing under the old rules is closing fast.

See More From: Mortgages & Refinancing

Annuities
August 2017

Decode Annuities to Find the Best Fit

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

SLIDE SHOW
August 2017

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 ...

See More From: Social Security

IRAs
August 2017

Tax Trap Snares Young IRA Heirs

Beware the “kiddie tax,” which applies to unearned income (including distributions from traditional IRAs).

See More From: IRAs

Health Care & Insurance
July 2017

Going Abroad? Check Your Health Coverage

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

Health Care & Insurance
June 2017

Medicare Surcharge Thresholds to Drop

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

See More From: Health Care & Insurance

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.

See More From: Medicare

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.

See More From: Mortgages & Refinancing

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.

See More From: 401(k)s

Roth IRAs
March 2017

Roth Conversions May Be Boon for Heirs

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

See More From: Roth IRAs

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.

See More From: Required Minimum Distributions (RMDs)

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.

See More From: Social Security

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.

See More From: Estate Planning

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.

See More From: Social Security

Roth IRAs
December 2016

A Roth Strategy to Cut RMDs, Boost Your Nest Egg

A staggered conversion strategy helps minimize taxes owed over time.

See More From: Roth IRAs

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.

See More From: Tax Planning

Show More Stories