Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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What You Must Know About the Different Parts of MedicareMedicare Medicare can be complicated but we've got you covered. Here is a quick guide to the different benefits provided through each part.
By Jackie Stewart
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How Real Families Are Handling The Great Wealth TransferKiplinger is exploring the Trillion Dollar Talk. Join us to see what we've found and how we can help you.
By Lisa Gerstner
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12 Things You Need to Know About MedicareMedicare There's Medicare Part A, Part B, Part D, Medigap plans, Medicare Advantage plans and so on. We sort out the confusion about signing up for Medicare — and much more.
By Catherine Siskos
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Is a Living Trust the Right Move for Your Estate Plan?A living trust protects your loved ones and simplifies your estate. Sometimes called a "revocable trust," it can avoid the cost of probate.
By Adam Shell
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Tax Fact vs Myth: How Much of Your Inheritance Actually Gets Taxed?Quiz Receiving an inheritance is typically less taxable than you might think.
By Kelley R. Taylor
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How to Prepare for Long-Term Care Costs Before They Hurt Your KidsLong-term care costs can reduce the inheritance you leave your children. Learn how to prepare for care while protecting your retirement and estate plans.
By Paige Cerulli
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6 Steps to Acting as a CFO for Your Aging ParentsAs asset-rich baby boomers age, adult children are stepping into the role of Family CFO long before they inherit — managing everything from finances to estate plans.
By Adam Shell
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Test Your Great Wealth Transfer Knowledge With Our QuizHow much do you know about the massive wealth about to change hands?
By Donna Fuscaldo
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Before You Leave Your Home to Your Children, Ask These QuestionsBefore leaving your home to your children, ask these questions about costs, taxes, sibling dynamics and what your children actually want.
By Carla Ayers




