Retirement News, insights and expert analysis on retirement from the team at Kiplinger. The 'Florida Flip' for Roth Conversions and Lower RMDs Staring down a massive RMD tax bill at age 75? Relocating to a zero-tax state for a few years could slash your Roth conversion costs. Just beware of the pitfalls. Jean Chatzky: This Is the Biggest Retirement Mistake You Can Make 5 Assets You Should Sell First in Retirement (If You Need the Cash) I'm a Retirement Coach: Why 'Healthy Fear' is Good For Your Future Explore Retirement Asset Allocation Annuities Medicare Retirement Plans Social Security Inheritance Estate Planning Happy Retirement Retirement Planning Long-term Care Latest Is Your Financial Adviser's 1% Fee Worth It? The 1% adviser fee has been a mainstay for retirement planning. But now that AI is doing some of their work, it’s worth knowing exactly what you're paying for. Timing Social Security When You Have a Pension and $1 Million If you have a pension and $1 million-plus saved, deciding when to take Social Security is about optimizing your taxes, legacy planning and long-term income. By Joe F. Schmitz Jr., CFP®, ChFC®, CKA® Social Security Payment Schedule: When Is Your July Check Arriving? The date your July Social Security benefit arrives depends on the day of the month you were born. By Kathryn Pomroy Gen X vs Boomers: Why the Rules of Retirement Have Changed One generation is nearing retirement, while another is already there. The way they're navigating this important life transition couldn't be more distinct. By Donna Fuscaldo Are You Ready To Retire At 60? Take Our Quiz to Find Out See if you are ready to retire before Social Security kicks in with our quick quiz. By Donna Fuscaldo Blindsided by Medicare’s 2-Year IRMAA Rule? Now What? A sudden spike in your income can trigger costly Medicare surcharges two years down the road. Here is how affluent retirees can protect their wealth. By Maurie Backman Do You Know More Retirement Tax Rules Than a 28-Year-Old? Take the Quiz Quiz We gave a Gen Z non-finance professional these 5 questions, and here's how they scored. Can you beat it? By Kate Schubel Quiz The Rule of Two Lives in Retirement: One Life Becomes Two The "rule of two lives in retirement" means accounting for your partner at every decision point, because one life becomes two. By Jacob Schroeder The 'Florida Flip' for Roth Conversions and Lower RMDs Staring down a massive RMD tax bill at age 75? Relocating to a zero-tax state for a few years could slash your Roth conversion costs. Just beware of the pitfalls. By Maurie Backman Red Flags to Look for at Assisted Living Facilities When considering an assisted living facility for your loved one, look for these red flags before signing a contract. Cost-cutting can have a disastrous impact. By H. Dennis Beaver, Esq. 1 2 3 4 5 6 7 8 9 Archives
