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Rachel L. Sheedy

Editor
Kiplinger's Retirement Report

Latest Features

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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Social Security
August 2016

How to Boost Social Security Benefits for Surviving Spouses

When the surviving spouse is older than age 70, the Social Security claiming regimen is simple. But it’s trickier if the surviving spouse is younger.

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Saving for Retirement
June 2016

When It’s Time to Tap a Roth 401(k)

Want to declare your Roth money’s independence from Uncle Sam? Get up to speed on the rules for tapping a Roth 401(k) tax-free.

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Social Security
June 2016

A Payout Limit on Social Security Benefits

Your spouse and children may discover they can’t claim all the Social Security benefits they’re entitled to based on your earnings record. Here’s why.

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Mortgages & Refinancing
June 2016

Reverse Mortgages Continue to Evolve

New changes designed to limit defaults on reverse mortgages could end up costing borrowers more.

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SLIDE SHOW
June 2016

7 Savvy Retirement Steps for Generation X

Generation X is hitting middle age. That reality may bite, but the good news for members of Gen X is there is still plenty of time to boost their retirement security. While tax laws and Social Security ...

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401(k)s
May 2016

When You Can Tap a 401(k) Early With No Penalty

Leave your job in the year you turn 55 or older, and Uncle Sam will cut you some slack on the early-withdrawal penalty.

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