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Kiplinger's Retirement Report
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.
See More From: Roth IRAs
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.
See More From: Social Security
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
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 ...
Scour the fine print to make sure you understand what a travel insurance policy will cover before you buy.
See More From: Travel
If you want to file and suspend your benefit under the old rules, get cracking. Those who qualify have to apply by April 29.
Whether an IRA owner dies before or after the "required beginning date" determines beneficiaries' options for taking distributions.
See More From: Required Minimum Distributions (RMDs)
As you advance toward retirement, it's a good idea to start sharpening the focus of your retirement vision. You need to figure out how you'll spend your time, what your retirement budget will look like ...
See More From: Making Your Money Last
Here's what to do if you are mistakenly told you can't use the “file and suspend” strategy or the “restricted application” strategy.
The clock is ticking down on two popular claiming strategies. If you still qualify, you may need to act fast.
Even as some popular strategies phase out, coordinating claims remains a critical move to maximize payouts.