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Kiplinger's Retirement Report
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.
See More From: Social Security
A staggered conversion strategy helps minimize taxes owed over time.
See More From: Roth IRAs
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
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 ...
Leave your job in the year you turn 55 or older, and Uncle Sam will cut you some slack on the early-withdrawal penalty.
See More From: 401(k)s
Scour the fine print to make sure you understand what a travel insurance policy will cover before you buy.
See More From: Travel