Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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This Single Retirement Mistake Could Drain Your Savings, Warns Farnoosh TorabiFinancial expert Farnoosh Torabi breaks down the costly retirement mistake most retirees ignore and how to fix it before it hurts your savings.
By Donna Fuscaldo
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How to Build a Financial Plan Beyond Your Retirement AccountA financial plan is designed to adapt to life changes, not market changes, helping with how assets are distributed and how withdrawals can reduce taxes.
By John Jones, CFP®, ChFC®, EA, BCP®
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Keep, Sell, or Rent? What Happens Tax-Wise When You Inherit a HouseInheritance Tax When you inherit a home, understanding key IRS rules and state tax impacts can save you thousands.
By Chrissy Paradis
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11 Riskiest Places to Give Your Social Security NumberIdentity Theft Here's how to lower the chances of your Social Security number falling into the wrong hands — and what to do if it does.
By Cameron Huddleston
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Two Ways To Stop and Restart Social Security: Ditch the RegretGet a Social Security do-over. Learn how to stop and restart Social Security.
By Jacob Wolinsky
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Delaying Retirement Just 6 Months Can Yield an Extra $50,000. Here’s How.Working just six extra months can boost your retirement savings by tens of thousands of dollars. Here is the math behind delaying retirement.
By Donna Fuscaldo
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How to Choose a Beneficiary for Your Estate PlanChoosing a beneficiary for your IRA, insurance policy or similar assets is crucial for estate planning. Here are seven pitfalls to avoid and how to do it right.
By Adam Shell
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5 Estate Planning Myths and What to Do InsteadFrom outdated beneficiary designations to the false security of a set-it-and-forget-it plan, active engagement is the strongest defense against costly mistakes.
By Shelby Anderson, J.D., CEPA®
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Are We On Track for Retirement Despite a Late Start?You don't need to cut the cable to retire comfortably. In this week's Wealth Wise advice column, advisers tell a couple with $300K saved how to catch up.
By Maurie Backman



