Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Who Qualifies for the New $90 Medicare Part B Rebate?Are you getting $90 back on your Part B premiums? Here is a complete breakdown of who qualifies, who is excluded, and when payments arrive.
By Donna LeValley
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17 States With Scary Estate and Inheritance TaxesEstate Tax Over a dozen states currently impose estate or inheritance taxes on heirs. Here’s where you’ll have to pay.
By Sandra Block
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Can a 64-Year-Old Retire and Count on 'Shaky' Social Security?In this week's Wealth Wise advice column, financial experts run the numbers to see if a frustrated worker can safely trade their job for a $90,000-a-year retirement.
By Maurie Backman
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How Teachers Can Maximize Their 403(b) and 457(b) PlansEligible education workers can contribute to 403(b) and 457(b) plans, giving them flexibility when deciding how to save and use retirement funds.
By Mike Dullaghan, AIF®
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Keep Your Kids From Falling Into the Early Inheritance TrapGiving your adult children or grandchildren a massive cash gift can sabotage the financial independence you hope to build. Here is how to restructure your legacy with incentive trusts.
By Jacob Schroeder
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3 Steps to Defining Your Retirement MissionWhat do you want your retirement to look like? Define the mission first, and the appropriate investment products will practically pick themselves.
By Mike Decker, NSSA®
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How to Give Money to Kids Without Setting Them Up to FailHelping them out is cool, but the best gift is teaching them how to manage money, be realistic about their standard of living and learn to stand on their own.
By Lawrence Sprung, CFP®, CEPA®
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Wills vs Trusts: How to Decide What's Right for Your FamilyDoes your estate plan need a will, a trust or both? Understanding how these tools work, and what your family needs, will help you make the right choice.
By Shelby Anderson, J.D., CEPA®
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Inheriting Investments: Why Stocks Can Wreck Estate PlansWithout explicit instructions for stocks in your estate plan, your heirs may end up selling everything for simplicity or because they're mired in conflict.
By Howard A. Enders
