Retirement News, insights and expert analysis on retirement from the team at Kiplinger. Why a $5 Million+ Portfolio Changes Your Entire Estate Plan The federal estate tax might not touch your $5 million portfolio, but other issues can easily shrink your family's windfall. Here’s how to protect it. The 3-and-10 Rule: How Social Security Replacement Card Limits Work How to Build a 'Launch Fund' for Your Kids or Grandkids Inheriting Money? 7 Ways to Make Sure Your Windfall Doesn't Vanish Explore Retirement Long-term Care Asset Allocation Annuities Medicare Retirement Plans Social Security Inheritance Estate Planning Happy Retirement Retirement Planning Latest Stolen SSN? A New Law Promises Faster Help From Social Security A new law aims to cut red tape for SSN identity theft victims and promises a single point of contact. Why Do People Retire to Florida? 9 Things You Must Know Attention Florida-bound retirees: There's more to the Sunshine State than Disney, golf and beaches. By Bob Niedt What Is a 'Good' Inheritance? 6 High-Value Assets to Keep an Eye On Your heirs will thank you for leaving any of these six assets as an inheritance. By David Rodeck 7 Things You Should Never Leave to Your Kids or Grandkids Leaving these assets to your loved ones might be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone. By David Rodeck 6 Money Habits for a Happy Marriage in Retirement From "money dates" to radical transparency, here's how to keep your relationship thriving in your golden years. By Jacob Schroeder United Airlines CEO Calls for a National Wealth Tax and New Taxes on Inheritances Tax Policy Scott Kirby's comments on new taxes on wealth and inheritances come as several states debate taxes on the wealthy. By Kelley R. Taylor Tax Policy Moving in Retirement for Lower Taxes: 5 Mistakes to Avoid Relocating only because of state income tax rates can backfire unless you evaluate your entire financial picture. By Evan T. Beach, CFP®, AWMA® Inheriting Money? 7 Ways to Make Sure Your Windfall Doesn't Vanish Preserving an inheritance isn’t about spending less — it’s about allocating smart. By Donna LeValley Structuring Annuity Laddering Strategies for Volatile Markets Sponsored by Jackson National A turbulent bond market has made fixed income a risky bet. Annuity ladders offer an alternative to diversify your portfolio and generate income. Here's how. By Charles Lewis Sizemore, CFA An Expert Guide to California Retirement Costs and Taxes Retirees in California enjoy sunny days, tasty meals and more, but the state comes with some unique financial considerations. Here's a guide for DIY retirees. By Julia Pham, CFP®, AIF®, CDFA® 1 2 3 4 5 6 7 8 9 Archives
