Retirement News, insights and expert analysis on retirement from the team at Kiplinger. 17 States With Scary Estate and Inheritance Taxes Estate Tax Over a dozen states currently impose estate or inheritance taxes on heirs. Here’s where you’ll have to pay. How You Can Guide Your Heirs Through the Great Wealth Transfer Three Creative Ways to Lower Your Retirement Taxes You May Want To Think Twice Before Selling These Four Assets in Retirement Explore Retirement Medicare Annuities Social Security Long-term Care Retirement Plans Retirement Planning Happy Retirement Estate Planning Asset Allocation Inheritance Latest The 'First Year of Retirement' Rule The 'first year of retirement' rule says the 12 months after you leave work set the tone for your entire later life — so it's vital to approach them mindfully. Outsmarting the AI Job Algorithm: Why Older Women Need a Strategy When you're job hunting, AI may undermine your best efforts. Here's how older women can throw a wrench in the algorithm. I'm Embarrassed to Ask: What Is a Life Insurance Trust? Life insurance trusts, particularly irrevocable life insurance trusts (ILITs), can minimize estate taxes and protect your heir's inheritance. New RMD Rules: Can You Pass This Retirement Distributions Tax Quiz? Quiz Take our RMD quiz to test your retirement tax knowledge. Learn about RMD rules, IRS deadlines, and tax penalties that could shrink your savings. Quiz I'm 61 and need $50,000 for home repairs. Should I borrow given today's rates or take a withdrawal from my $950,000 401(k)? We asked financial experts for advice. Headed for the Retirement Red Zone? This Plan Avoids Fumbles These strategies help safeguard your nest egg and ensure long-term financial success during the five years before retirement and the five years after. I'm a Financial Planner: How You Can Get Started With RMDs The IRS will come knocking for its share of your tax-deferred retirement savings when you hit 73, but planning ahead for RMDs will ensure you're ready. Expert Tips on How to Replace Your Paycheck in Retirement Bills don't stop once you retire — and you can't expect your Social Security checks to cover them all. Don't risk running out of money. Instead, make a plan. The Mulligan Rule of Retirement — Seven Mistakes You Can Fix Use the Mulligan Rule to undo these seven costly retirement errors. While you can’t go back in time, some retirement choices allow for a “correction shot.” My First $1 Million: Retired Educator/Administrator, 67 Ever wonder how someone who's made a million dollars or more did it? Kiplinger's My First $1 Million series uncovers the answers. 1 2 3 4 5 6 7 8 9 Archives
