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Kiplinger's Retirement Report
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.
See More From: Social Security
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.
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 ...
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.
Here are four strategies to consider when taking on a deceased loved one's IRA account.
See More From: IRAs
Consider these money-smart reasons to undo a move into a Roth IRA.
Need a little extra help driving? These high-tech features can keep you safe as you get older.
See More From: Technology
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.
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.
See More From: Saving for Retirement
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.
New changes designed to limit defaults on reverse mortgages could end up costing borrowers more.
See More From: Mortgages & Refinancing