Investing
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Will You Have a Retirement Income Gap? How to Fill It
To ensure your expenses in retirement are covered, you need to know what sources of income you'll have and where to turn to make up for any shortfall.
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Who Works to Make Your Insurance Work?
Ensuring a smooth insurance process takes more than just your insurance agent or broker — many talented people are busy behind the scenes.
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Earnings Calendar and Analysis for This Week
stocks Check out our earnings calendar for this week, as well as our previews and recaps of the more noteworthy reports.
Personal Finance
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Must-Have Travel Essentials and Packing Tips for Stress-Free Holiday Trips
Explore stress-free holiday travel hacks for visiting family this season! From packing tips to must-have travel essentials, make your journey comfortable and hassle-free.
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Best No-Penalty CD Rates
A no-penalty CD is a type of certificate of deposit that allows individuals to withdraw funds early without a fee. Right now, some of the best ones are offering rates of over 4%.
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529 to Roth IRA: Should You Rollover Unused Funds Before Year-End?
Thanks to the SECURE 2.0 Act, you can roll over funds from your 529 into a Roth IRA, as long as certain conditions are met.
Taxes
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Protect Your Retirement: Seven RMD Mistakes to Avoid
Retirement RMD mistakes can lead to IRS tax penalties and in some cases, more taxable income than necessary.
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Your MAGI in Retirement: Year-End Tax Strategies to Save Money
Taxable Income Strategic moves now can make a difference in your modified adjusted gross income (MAGI) when it’s time to file your return.
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18 States With 'Death Taxes'
Estate Tax Over a dozen states currently impose federal estate or inheritance taxes on heirs. Here’s where you’ll have to pay.
Kiplinger Advisor Collective
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Tax-Efficient Planning That Provides Potential Tax-Free Income
These long-term strategies may provide tax-free income year after year.
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Nine Expert Tips for Becoming a Successful Financial Adviser
Be someone your clients can trust and learn to lean on for some of their most personal decisions.
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Why Thoughtful AI Adoption Is the Future of Investment Decision-Making
Taking a proactive approach to AI in investing can lead to more responsible and positive outcomes.
Retirement
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Which of These Three Types of Soon-to-Be Retirees Are You?
Some folks are concerned. Others are lacking clarity. But what you really want to be is confident. So, how do you stack up?
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Will You Have a Retirement Income Gap? How to Fill It
To ensure your expenses in retirement are covered, you need to know what sources of income you'll have and where to turn to make up for any shortfall.
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Protect Your Retirement: Seven RMD Mistakes to Avoid
Retirement RMD mistakes can lead to IRS tax penalties and in some cases, more taxable income than necessary.
Real Estate
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How to Reduce Your Property Tax
Property Tax Homeowners cannot avoid property taxes, but there are strategies to potentially decrease your bill.
Property Tax -
Should You Help Your Adult Children Buy a Home?
Instead of passing on an inheritance, giving your children cash to buy a home can be a smart move — as long as you’re not jeopardizing your own retirement.
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Florida Changes Homestead Exemption Property Tax Break
State Tax Property taxes have skyrocketed nearly 60% within the last five years in Florida, and its constituents are finally doing something about it.
State Tax
Economic Forecasts
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Kiplinger GDP Outlook: Q3’s Solid Growth Pace Not Likely to Last
Kiplinger Forecasts GDP growth was strong in the third quarter, but the economy is poised for a slower pace through 2025.
Kiplinger Forecasts -
Kiplinger Energy Outlook: Gas Prices Dip Ahead of Thanksgiving Road Trips
Economic Forecasts While not dirt-cheap, gas costs less now than it has in a few years, just in time for the busy travel weekend.
Economic Forecasts -
What Trump Will Do Next
The Letter President-elect Trump begins his second term with a busy regulatory agenda.
The Letter
More from Kiplinger
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Short-Term Rentals: 10 Things to Know Before you Book on Sites Like Airbnb and VRBO
A successful short-term rental stay requires knowing the ins and outs of booking sites. Here's our take on Trip Advisor, Expedia, Booking.com, VRBO and Airbnb.
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Don't Sleep on Japan's Economic Transformation
The Letter After almost three lost decades, Japan — one of the world's biggest economies — is finally showing signs of life.
The Letter -
Macy’s 98th Thanksgiving Day Parade: How Much Does It Cost?
Thanksgiving You must be wondering how much confetti, floats, and larger-than-life character balloons cost each year. Here’s what we found.
Thanksgiving -
The Strange Gap Between Busy and Bored in Retirement
Bob Sipchen offers his observations on filling your schedule during retirement.
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Could the AMT (Alternative Minimum Tax) Be Back Again?
Tax Letter Millions of taxpayers could owe the AMT if Congress allows the tax breaks de-fanged in the 2017 Tax Cuts and Jobs Act to expire.
Tax Letter -
Holiday Shipping Deadlines for 2024: When To Send Your Packages
These carriers want you to know their holiday shipping deadlines so you can get your packages to their destinations on time.
