Making Your Money Last

Take these four steps to ensure an IRA rollover is the right move for you.

A new tax rule could create problems for investors who roll money from matured IRA certificates of deposit into new IRA CDs.

Planning for surprise expenses can keep your retirement on track.

Age and circumstance matter when it comes to building an ideal portfolio. Whereas youngsters have both the time and the wages to make up for losses in ...

Three years ago, Kiplinger’s turned to longtime investment writer and in-house income guru Jeff Kosnett to a launch a newsletter designed to steer income-starved ...

By getting a head start on your 2014 tax planning, you’re likely to find many strategies to shave your payments to Uncle Sam.

Traveling alone doesn't have to be a lonely experience.

We focus on college towns with robust arts and sports scenes.

New retirees with decades ahead of them still need a growth-oriented mix of stocks and bonds.

You got the degree. But do you have a sound savings plan for life beyond college?

The out-of-pocket costs for a couple in retirement look daunting, but our strategies can ease the pain.

Older adults may find better prices on hotels, car rentals, tourist attractions and more by opting for deals that aren’t reserved just for their age group.

Brace yourself for shrinking networks and higher deductibles. We show you how to cope.

You may be able to get a better rate if your driving record is clean.

Follow the wrong set of calculation rules for IRA required minimum distributions and you could get socked with a big penalty.

If you’re feeling the financial squeeze, you’re not alone. See how one family is rising to the challenge.

Holding tax-free, tax-deferred and taxable accounts gives you flexibility when trying to control your tax bill.

A small provider network could lead to unexpected, big medical bills. Take these five steps to reduce that risk.

Time claiming Social Security benefits, keep careful records of necessary improvements to your home or car, and tote up out-of-pocket costs of doing good.

Six key questions to ask when dissolving a marriage late in life.

Don't put succession planning on the back burner. Grooming a successor could take several years.

Four ways one strategy can be put to work to boost Social Security benefits.

If you have millennial kids or grandkids, share our special section with them.

A retirement expert crunches the numbers on collecting benefits at 70.

One-third of adults who combine finances with a partner or spouse have committed financial infidelity.

Of all the possible strategies, the idea of working longer and saving less appeals to me the most.

For tax savings, convert a vacation home to your principal residence, give an IRA to charity and double your family's estate-tax break with a by-pass trust.

The marriage may be over, but you could still be entitled to Social Security off your ex's record.

Get expert help when passing on collectibles that have financial value.

A spike in income could lead to a big tax bill for subsidy recipients.

A spousal IRA heir gets a lot of flexibility in deciding what to do with the account.

An applicant with a medical condition that's included in Social Security's 'compassionate allowances' program can get a benefits decision within days.

You can extend the life of your nest egg by carefully managing the tax bite on your portfolio.

Staying on the job a few extra years can deliver a more secure retirement.

The payoff can be big when spouses carefully coordinate their Social Security benefit claims.

Seniors and retirees who provide temporary homes for dogs and cats serve a critical role in the shelter system.

Death of the borrower triggers the loan payoff, but the estate and heirs will never owe more than what the home is worth.

Competition is heating up. We help you choose the best deal.

Beware of large special assessments to cover unexpected costs while associations are underfunded.

If a job seems unpleasant at 61, it can seem downright intolerable at 62 because now you have the option of taking Social Security.

Facing scaled-back benefits and premium hikes, baby boomers can use several strategies to help cover future costs.

From fuel to off-season storage, the expenses of owning an RV can quickly add up.

Some baby boomers are pursuing their 'encore' careers overseas.

You may need to take some initial measures to protect your new wealth, but don't jump into making big decisions immediately.

To get results, be prepared and be persistent. It also pays to be civil.

Going to small-claims court makes sense if you have a grievance you can’t resolve.

These ten financial headaches don’t have to turn into migraines.

To help pick your date, make the most of benefits to which you’re entitled, and run the numbers to see whether your expenses will match up with your income.

What we learned from the market’s astonishing rise—and preceding free fall.

The industry may be struggling, but revolutionary management can help make some businesses a good investment.