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Can a Roth Conversion Wait if You're 5-10 Years From Retiring?Are you five to 10 years from retirement and wondering if a Roth conversion can wait until then? Don't decide until you've tested these assumptions.
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Self-Funding Long-Term Care? That Could Be a Big MistakeUsing an IRA to cover significant long-term care costs could cause your taxes and Medicare premiums to rise, and leave your family facing some tough choices.
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6 Ways the Drawdown Phase Catches New Retirees By SurpriseYou've aced saving for retirement, but having to spend your money may come as a shock. This is what's likely to trip you up and how to adjust your habits.
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Finfluencer or Financial Expert? 7 Ways to Tell Before You InvestSocial media is a great place to learn about money, but popularity doesn't equal expertise. Here's how to separate useful financial advice from costly mistakes.
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Should You Move to South Carolina or Just Vacation There?South Carolina's charms and property prices tempt many visitors to retire there. Here's what that will really be like, according to a local financial adviser.
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How Avoiding Probate Can Derail Your Estate PlanStrategies used to avoid probate can unintentionally override other parts of an estate plan. Here's how to ensure your loved ones receive assets as intended.
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Dow Drops 652 Points as Oil, Treasury Yields Rise: Stock Market TodayTensions between the U.S. and Iran rattled markets and lifted oil prices ahead of next week's Fed meeting.
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Can a Roth Conversion Wait if You're 5-10 Years From Retiring?
Are you five to 10 years from retirement and wondering if a Roth conversion can wait until then? Don't decide until you've tested these assumptions.
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Retirement TaxThe Boots Rule of Retirement Tax PlanningHere's how retirees can stop compounding tax leaks without large, expensive Roth conversions.
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Self-Funding Long-Term Care? That Could Be a Big MistakeUsing an IRA to cover significant long-term care costs could cause your taxes and Medicare premiums to rise, and leave your family facing some tough choices.
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Retire in 2027 or Work One More Year? How to DecideRecord 401(k) balances are tempting, but inflation is stubborn. Take this choose-your-own-path guide to see if you are truly ready for your next chapter.
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6 Ways the Drawdown Phase Catches New Retirees By SurpriseYou've aced saving for retirement, but having to spend your money may come as a shock. This is what's likely to trip you up and how to adjust your habits.
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5 Halloween Jump Scares Hiding in Your Retirement AccountGhosts, goblins and witches aren't the only things retirees need to fear this Halloween. These five retirement mistakes can cost you a monstrous amount.
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How Avoiding Probate Can Derail Your Estate PlanStrategies used to avoid probate can unintentionally override other parts of an estate plan. Here's how to ensure your loved ones receive assets as intended.
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Alexandra SvokosDigital Managing Editor
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Karee VenemaSenior Investing Editor
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Kelley R. TaylorSenior Tax Editor
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Alexandra TwinSenior Retirement Editor
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David DittmanInvesting Editor
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Ellen KennedyRetirement Editor
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Carla AyersPersonal Finance Editor
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Donna LeValleyRetirement Writer
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Kate SchubelSenior Tax Writer
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Sean JacksonPersonal Finance Writer
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Donna FuscaldoRetirement Writer
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Rachael GreenPersonal Finance Writer
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Ben DemersAudience Engagement Manager
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Dan BurrowsSenior Investing Writer
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Retirement TaxThe Boots Rule of Retirement Tax PlanningHere's how retirees can stop compounding tax leaks without large, expensive Roth conversions.
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Retirement5 Little-Known Retirement Tax 'Gotchas'Hidden rules, automatic surcharges, and tax-bracket traps can catch even careful retirees off guard. Here's what to know.
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State TaxConnecticut Tax GuideExplore Connecticut's state tax rates for income, sales, property, retirement, and more. Learn how Connecticut compares nationwide.
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Tax ChangesProperty Tax Changes on the Ballot in 7 States: What Homeowners Should KnowWith housing costs remaining high, key midterm election ballot measures offer some voters a chance to rein in property taxes.
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5 Places to Spend Christmas Instead of HostingSkip hosting Christmas this year. Discover five festive destinations where you can enjoy holiday lights, family activities and new traditions.
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Thanksgiving Dinner for Under $50: Compare Deals From Aldi, Target, Lidl and MoreCompare 2026 Thanksgiving dinner deals from Aldi, Lidl, Target, Kroger and more. See meal prices, serving sizes and what's included for under $50.
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My First $1 Million: Plumber, 56, Cincinnati"I never once pulled anything out, no matter how bad the market got, like in 2008. I stayed the course, and it has paid off, so far."
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Amex and Airbnb Partnership: $850 in Travel Credits ExplainedThe new Amex and Airbnb partnership offers up to $850 in combined travel credits and bonus points. See who qualifies and whether the benefits are worth it.
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5 Questions About Power of Attorney After Seeing 'You Can See Everything'The new documentary "You Can See Everything" about Elizabeth Holmes prompted some questions about power of attorney privileges.
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The Social Security Test Every Wealthy Retiree Must TakeWhen you work and collect Social Security benefits before your FRA, you are subject to the Retirement Earning Test that could result in a temporary reduction of your benefits.
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Should You Move to South Carolina or Just Vacation There?
South Carolina's charms and property prices tempt many visitors to retire there. Here's what that will really be like, according to a local financial adviser.
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Insurance Costs More Than Property Taxes in 75% of Counties: StudyHomeowners across most of the US are now spending more on insurance than they are on property taxes.
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How US Citizens Can Buy Property in PortugalBuying a property in Portugal may be a good investment, but you'll need to jump through these legal, tax and administrative hoops before you get to call it home.
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5 Reasons Millionaires Choose to Rent Instead of BuyFrom market volatility to lifestyle perks, here's why the wealthy are rethinking the American dream.
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5 Places to Spend Christmas Instead of Hosting
Skip hosting Christmas this year. Discover five festive destinations where you can enjoy holiday lights, family activities and new traditions.
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Amex and Airbnb Partnership: $850 in Travel Credits Explained
The new Amex and Airbnb partnership offers up to $850 in combined travel credits and bonus points. See who qualifies and whether the benefits are worth it.
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credit cardsThe Best Travel Rewards Credit Cards for YouPack 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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How Have Prices Changed Since the Iran War Began?Gas prices aren't the only thing that's been impacted by the conflict with Iran.
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Why Do People Retire to Florida? 9 Things You Must KnowAttention Florida-bound retirees: There's more to the Sunshine State than Disney, golf and beaches.
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Do You Need Travel Health Insurance?Find out when travel health insurance is necessary, what it covers, how much it costs and more.
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Economic ForecastsKiplinger Energy Outlook: Drivers Face Painful Gas PricesOngoing disruptions to oil production and refining in the Middle East and Russia keep fuel prices elevated.
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Economic ForecastsKiplinger Retail Outlook: Consumers Keep Spending, but…Strong retail sales gains appeared across the board, but tighter budgets are coming.
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ForecastsKiplinger Trade Outlook: Trade Deficit WidensKiplinger's latest forecast on trade: U.S. exports, imports and our net trade deficit.
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The Kiplinger LetterSEC Paves the Way for Blockchain Stock Trading in Landmark ShiftThe U.S. Securities and Exchange Commission has launched a five-year exemption for tokenized equities, bridging traditional stock markets with blockchain.
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Economic OutlooksKiplinger Housing Outlook: May Sees Multifamily Building SpikeAggressive builder discounting and rate buydowns drive a surge in new-home sales.
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Economic ForecastsKiplinger Jobs Outlook: Job Gains Return to EarthKiplinger's monthly jobs round-up covers the latest changes in the labor market, from job gains to wage fluctuations.
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Kiplinger ForecastsKiplinger GDP Outlook: No Recession, But Low Economic GrowthIn the latest Kiplinger GDP forecast, we expect modest-to-moderate growth in the second half of 2025 and through 2026.
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5 Places to Spend Christmas Instead of HostingSponsored
Skip hosting Christmas this year. Discover five festive destinations where you can enjoy holiday lights, family activities and new traditions.
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Amex and Airbnb Partnership: $850 in Travel Credits ExplainedThe new Amex and Airbnb partnership offers up to $850 in combined travel credits and bonus points. See who qualifies and whether the benefits are worth it.
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5 Questions About Power of Attorney After Seeing 'You Can See Everything'The new documentary "You Can See Everything" about Elizabeth Holmes prompted some questions about power of attorney privileges.
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3 Changes to Treasury Direct You Need to KnowIf you need to redeem savings bonds or use other services, be aware of these changes to Treasury Direct.
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Why Do People Retire to Florida? 9 Things You Must KnowAttention Florida-bound retirees: There's more to the Sunshine State than Disney, golf and beaches.
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The Companies Placing Bets on Putting Data Centers in SpaceThe Kiplinger Letter Data centers in space are a long-term project with uncertain prospects. That’s not stopping a frenzy of activity in the coming years.
The Kiplinger Letter
