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Has the New Tax Law Killed Roth Conversions for Retirees?
The OBBBA's permanent lower tax rates removed the urgency for Roth conversions. Retirees thinking of stopping or blindly continuing them should do this instead.
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Worried About Retirement? 4 Tasks to Calm Your Nerves
If you're feeling shaky about your finances as you approach retirement, here are four tasks to complete that will help you focus and steady your nerves.
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Financial Success in 2026: Who's In Your Driver's Seat?
For financial success in 2026, look beyond the numbers to identify the people who influence your decisions, then set them realistic expectations
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Small Caps Can Only Lead Stocks So High: Stock Market Today
The main U.S. equity indexes were down for the week, but small-cap stocks look as healthy as they ever have.
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Analysts' Top S&P 500 Stocks to Buy Now
Wynn Resorts, Steel Dynamics and Danaher make Wall Street's list of top-rated stocks this month. Some of the other names might surprise you.
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What to Look Out for in Economic Data This Week
The holiday-shortened week is light on economic data but features a key inflation update ahead of this month's Fed meeting.
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Is the Stock Market Open on Martin Luther King Day?
Both the stock and bond markets will be closed this Monday in honor of civil rights leader, the Rev. Martin Luther King Jr.
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Your Parents' Retirement Plan Won’t Work for You (The Stats Are In)
Five stats show how you need to rethink retirement, because "the future ain’t what it used to be."
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Has the New Tax Law Killed Roth Conversions for Retirees?
The OBBBA's permanent lower tax rates removed the urgency for Roth conversions. Retirees thinking of stopping or blindly continuing them should do this instead.
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Worried About Retirement? 4 Tasks to Calm Your Nerves
If you're feeling shaky about your finances as you approach retirement, here are four tasks to complete that will help you focus and steady your nerves.
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Financial Success in 2026: Who's In Your Driver's Seat?
For financial success in 2026, look beyond the numbers to identify the people who influence your decisions, then set them realistic expectations
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Want To Retire at 62? See if You Can Answer These Seven Questions
Ready to stop working at 62, but aren't sure if you can make it happen? If you answer yes to these questions, retirement may be on the horizon.
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IRA, SIMPLE and SEP Rules at a Glance: Contribution Limits, Income Limits and Rollover Options for 2025 and 2026
Here are IRA contribution limits, income limits and rollover rules for Roth, traditional, SIMPLE and SEP IRAs at a glance.
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Want To Retire at 60? See if You Can Answer These 5 Questions
Forget waiting for Social Security and Medicare to kick in. You may be able to retire sooner than you think.
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Alexandra Svokos
Digital Managing Editor
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Karee Venema
Senior Investing Editor
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Kelley R. Taylor
Senior Tax Editor
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Alexandra Twin
Senior Retirement Editor
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David Dittman
Investing Editor
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Ellen Kennedy
Retirement Editor
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Carla Ayers
Personal Finance Editor
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Donna LeValley
Retirement Writer
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Kate Schubel
Tax Writer
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Sean Jackson
Personal Finance Writer
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Donna Fuscaldo
Retirement Writer
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Rachael Green
Personal Finance Writer
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Ben Demers
Audience Engagement Manager
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Dan Burrows
Senior Investing Writer
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Ask the EditorAsk the Editor: Tips for Filing Your 1040
In this week's Ask the Editor Q&A, Joy Taylor answers questions on preparing and filing your 2025 Form 1040.
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Consider These 4 Tweaks to Your 2026 Financial Plan
There's never a bad time to make or review a financial plan. But recent changes to the financial landscape might make it especially important to do so now.
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State TaxGeorgia Tax Rebate And Income Elimination? What 2026 Could Mean For You
We break down how lawmakers aim to axe the state income tax and how much you could get in a Georgia tax refund in 2026.
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Tax BreaksQCD Limit, Rules, and How to Lower Your 2026 Taxable Income
A QCD can reduce your tax bill in retirement while meeting charitable giving goals. Here’s how.
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How Verizon’s Free Phone Deals Work
What shoppers need to know about eligibility, bill credits and plan costs.
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Does Your Car Insurer Need to Know All Your Kids? Michigan Cases Raise Question
Who you list on your policy matters more than most drivers realize, especially when it comes to who lives in your home.
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7 Signs You’re Secretly Getting Rich (and Don’t Even Know It)
From reduced financial stress to smart investing, here’s how to spot the subtle signs that your wealth is growing.
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3 Things Dave Ramsey Says to Stop Buying — and 2 That Are Worth It
Debt-free living starts with smart choices. Here's what Ramsey says to avoid and where your money is well spent.
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What Bilt Cardholders Need to Know as Wells Fargo Exits the Program
A major shake-up in the Bilt Rewards program could affect your credit card, rent rewards and points strategy in 2026.
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Are the Banks Open on Martin Luther King Day?
MLK Day is almost here, which has many folks wondering if the banks are open on Monday, January 19.
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Real EstateThe 10 'Real' Richest Counties in the US
In America's wealthiest counties, high incomes are common, yet the cost-of-living burdens are often lower than those typically found in major metro areas.
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I'm 61 and want a divorce. Should we live separately but stay married?
We asked Certified Divorce Financial Analysts for advice.
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Investors Could Reap Millions With 2026's Shift in Tax Rules
Three major tax strategies will align in 2026, creating unique opportunities for real estate investors to significantly grow their wealth. Here's how it works.
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What to Watch for When Refinancing Your Home Mortgage
A smart refinance can save you thousands, but only if you know how to avoid costly pitfalls, calculate true savings and choose the right loan for your goals.
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credit cardsThe Best Travel Rewards Credit Cards for You
Pack your bags and earn rewards for traveling. We chose the best cards for airline, hotel and other perks to help you save money.
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Hilton Honors Bonus Offer Worth $780
Earn 130,000 Hilton Honors bonus points with the American Express Surpass Card.
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Go to the 2026 Winter Olympics Without Breaking the Bank: 5 Ways to Save
A guide to going to the Milan-Cortina 2026 Winter Olympics without breaking the bank.
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$100 Fee Turning Away Visitors from National Parks
Discover how the new $100 fee will impact your experience visiting 11 of America's most popular parks.
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Countries That Will Pay You to Move: Cash Grants, Incentives and What to Know
Explore real relocation incentives — from cash grants and tax breaks to startup funding — that make moving abroad or to smaller towns more affordable and rewarding.
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The 10 Most Valuable Vacation Destinations for Retirees in 2026
From U.S. getaways to international escapes, these budget-friendly destinations offer retirees the perfect mix of rest, rejuvenation and just the right amount of excitement.
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Economic ForecastsKiplinger Inflation Outlook: Inflation Looks to Stay Moderate for a While
Twelve-month inflation rates will decline in the next few months, but some of this decline will be illusory.
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Economic ForecastsKiplinger Jobs Outlook: Hiring Continuing at Reduced Levels
Kiplinger's monthly jobs round-up covers the latest changes in the labor market, from job gains to wage fluctuations.
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The Kiplinger LetterThe Kiplinger Letter's 10 Forecasts for 2026
Here are some of the biggest events and trends in economics, politics and tech that will shape the new year.
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Kiplinger ForecastsKiplinger GDP Outlook: No Recession, But Low Economic Growth
In the latest Kiplinger GDP forecast, we expect modest-to-moderate growth in the second half of 2025 and through 2026.
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The Kiplinger LetterSpecial Report: The Future of American Politics
The Political Trends and Challenges that Will Define the Next Decade
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Economic OutlooksKiplinger Housing Outlook: A Critical Turning Point in 2026
The housing market is in the doldrums, but subtle shifts are finally on the way.
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ForecastsExports have held up reasonably well despite tariff disputes
Kiplinger's latest forecast on trade: U.S. exports, imports and our net trade deficit.
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More from Kiplinger
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How the Stock Market Performed in the First Year of Trump's Second Term
Six months after President Donald Trump's inauguration, take a look at how the stock market has performed.
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The Best Travel Rewards Credit Cards for You
credit cards Pack your bags and earn rewards for traveling. We chose the best cards for airline, hotel and other perks to help you save money.
credit cards -
Hilton Honors Bonus Offer Worth $780
Earn 130,000 Hilton Honors bonus points with the American Express Surpass Card.
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What Private Equity's Shift Means for Investors, Business Owners
For 40 years, private equity enjoyed extraordinary returns thanks to falling rates and abundant credit. That's changed. What should PE firms and clients do now?
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Go to the 2026 Winter Olympics Without Breaking the Bank: 5 Ways to Save
A guide to going to the Milan-Cortina 2026 Winter Olympics without breaking the bank.
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Countries That Will Pay You to Move: Cash Grants, Incentives and What to Know
Explore real relocation incentives — from cash grants and tax breaks to startup funding — that make moving abroad or to smaller towns more affordable and rewarding.
