-
5 Times You Should Absolutely Not Do a Roth ConversionRoth conversions are useful in the right circumstances, but "always convert" is a dangerous motto. Here are five situations where a Roth is a deal-breaker.
-
-
The Essential Pre-Retirement Portfolio ShiftBuilding a "war chest" of short-term Treasuries before you stop working can help protect your portfolio if there's a market downturn early on in your retirement.
-
5 Investing Lessons Learned From BaseballWinning at baseball and building wealth require patience, sound judgment and discipline. Here are five ways the sport can show you how to be a better investor.
-
Stocks Rally for Mixed Close to Volatile Week: Stock Market TodayBuyers stepped in late, but it was only enough to lift two of three main equity indexes into positive territory on Friday.
-
ETFsThe Best Small-Cap ETFs to BuyThe best small-cap ETFs offer a contrarian way to potentially outperform the market over the long term.
-
dividend stocksBest Dividend Stocks to Buy for Dependable Dividend GrowthHow do you find the best dividend stocks to buy? Income investors know there's no substitute for regular dividend increases over the long haul.
-
What to Look Out for in Economic Data This WeekThis week's economic calendar features several Fed speakers and a key update on consumer sentiment.
-
-
5 Times You Should Absolutely Not Do a Roth Conversion
Roth conversions are useful in the right circumstances, but "always convert" is a dangerous motto. Here are five situations where a Roth is a deal-breaker.
-
-
Why Leaving an Equal Inheritance to Your Children Could BackfireAlthough equal splits look fair on paper, they can ignore lifetime gifts, different needs, or hard-to-divide assets and leave siblings fighting long after you’re gone.
-
The Essential Pre-Retirement Portfolio ShiftBuilding a "war chest" of short-term Treasuries before you stop working can help protect your portfolio if there's a market downturn early on in your retirement.
-
The Millionaire’s Guide to Estate Planning in 2026Estate planning for millionaires and high-net-worth families is a serious business. Set up your team, paperwork and tax plan to pass down wealth.
-
3 Questions to Inflation-Proof Your Retirement PlanRising prices don't have to derail your retirement. Ask yourself these three questions to ensure your savings and withdrawal strategy are inflation-proof.
-
Projected 2027 IRMAA Brackets and Surcharges for Medicare Parts B and DWill you owe the Medicare IRMAA surcharge in 2027? Grab your 2025 tax return and check the projected brackets and surcharges for next year.
-
How Savvy Retirees Turn Second Homes Into Passive Income EnginesBuying a second home in retirement can be a pretty smart money move, especially if you’ve got a solid nest egg. Just make sure you weigh the pros and cons first.
-
-
-
Alexandra SvokosDigital Managing Editor
-
Karee VenemaSenior Investing Editor
-
Kelley R. TaylorSenior Tax Editor
-
Alexandra TwinSenior Retirement Editor
-
David DittmanInvesting Editor
-
Ellen KennedyRetirement Editor
-
Carla AyersPersonal Finance Editor
-
Donna LeValleyRetirement Writer
-
Kate SchubelSenior Tax Writer
-
Sean JacksonPersonal Finance Writer
-
Donna FuscaldoRetirement Writer
-
Rachael GreenPersonal Finance Writer
-
Ben DemersAudience Engagement Manager
-
Dan BurrowsSenior Investing Writer
-
-
5 Times You Should Absolutely Not Do a Roth Conversion
Roth conversions are useful in the right circumstances, but "always convert" is a dangerous motto. Here are five situations where a Roth is a deal-breaker.
-
-
Big Retiree Tax Blunders: Including the Roth Conversion TrapYour 60s can be the most valuable decade in your life, but far too many people miss valuable tax planning opportunities that can lower their lifetime tax bills.
-
Ask the EditorAsk the Editor: What are Qualified Dividends and MoreOur Kiplinger Tax Letter Editor answers readers' tax questions on investments, including one on the definition of qualified dividends.
-
Tax Breaks7 Tax Breaks and Strategies Gen X May Often OverlookGen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.
-
-
-
From 8th-Grade Stock Purchases to Self-Made Millionaire"We've got in savings, retirement accounts, trading accounts, etc., as much money as we've earned in our entire lifetimes!"
-
Travel7 Shoulder-Season Trips That Could Save You Money This FallSummer crowds are gone and peak winter travel hasn't arrived. These seven destinations could offer better value for a fall getaway.
-
Don’t Leave Money on the Table: Making the Most of Discover’s Q4 CategoriesDiscover recently announced its 5% cash back categories for the fourth quarter, including a new category. Learn how much you can save.
-
Frustrated With Your Medicare Advantage Plan? You’re Not AloneMedicare Advantage plans scored lower in overall satisfaction among members in 2025. Eroding trust and policy confusion drove the drop in customer satisfaction.
-
SavingsThe Best 3-Year CDs: Earn Up to 4.40%Three-year CDs give you a flexible way to achieve midrange savings goals.
-
Maximize Your Savings: The Best Jumbo CD Rates to Lock In NowThese CDs can help you earn up to 4.45% effortlessly, with access back to your cash within a year on average.
-
-
How Savvy Retirees Turn Second Homes Into Passive Income EnginesBuying a second home in retirement can be a pretty smart money move, especially if you’ve got a solid nest egg. Just make sure you weigh the pros and cons first.
-
-
Why You Might Want to Keep Your Mortgage in RetirementIf your interest rate is around 3%, keeping your loan could give you greater financial flexibility, tax perks, and peace of mind.
-
What Happens When You Inherit a House — With Your SiblingsInheriting a house with siblings can raise questions about ownership, taxes and costs. Learn your options for selling, keeping or buying out the home.
-
I'm a Retirement Editor, But My Parents' Estate Tripped Me Up With a Snake and a GunMy parents took meticulous care of their home and estate planning. But when it came time to sell their house of 54 years, all hell broke loose. Here are the five lessons I learned.
-
-
-
Credit Cards With No Foreign Transaction FeesEnjoy traveling abroad? Find a credit card with no foreign transaction fees, or your spending could add up to a big chunk of change.
-
Best Airline Credit Card Bonuses That Come with Free Companion TicketsWe’ve rounded up the two best airline credit card bonuses worth up to $720 to help you rack up miles, earn a companion pass and pay for your next big vacation.
-
Is the Hilton Honors Amex Surpass Card Worth It?Frequent Hilton guests can get more from their stays with the Hilton Honors American Express Surpass Card. Here’s what to know about its hotel perks, rewards and travel benefits.
-
Travel7 Shoulder-Season Trips That Could Save You Money This Fall
Summer crowds are gone and peak winter travel hasn't arrived. These seven destinations could offer better value for a fall getaway.
-
Travel5 Fall Trips That Are Even Better After You RetireTake advantage of retirement’s flexibility with these five fall getaways offering beautiful scenery, great food, history and fewer summer crowds.
-
TravelDo I Still Need Travel Insurance If I Have Coverage Through a Credit Card?Many credit cards offer travel insurance as a perk, but is the coverage comprehensive enough to skip buying a separate policy?
-
-
ForecastsKiplinger Interest Rates Outlook: Fed Pauses Rates CutsThe Fed suggests that it is not likely to cut rates further unless the jobs market weakens more.
-
-
Economic ForecastsKiplinger Retail Outlook: Blowout August Spending as Consumers Keep SurprisingStrong retail sales gains appeared across the board, but tighter budgets are coming.
-
The Kiplinger LetterFarmers Brace For Higher CostsThe war in Iran hikes prices for key agricultural inputs.
-
ForecastsKiplinger Trade Outlook: Trade Deficit WidensKiplinger's latest forecast on trade: U.S. exports, imports and our net trade deficit.
-
Economic ForecastsKiplinger Inflation Outlook: A Pickup Is Coming in AugustThe 3.4% inflation rate in August was not the improvement that policymakers at the Federal Reserve were looking for.
-
Economic OutlooksKiplinger Housing Outlook: May Sees Multifamily Building SpikeHigh mortgage rates, persistent affordability constraints and elevated input costs continue to plague the housing market.
-
Economic ForecastsKiplinger Jobs Outlook: Gains Will Moderate after August SurgeKiplinger's monthly jobs round-up covers the latest changes in the labor market, from job gains to wage fluctuations.
-
More from Kiplinger
-
7 Shoulder-Season Trips That Could Save You Money This FallSponsored
Travel Summer crowds are gone and peak winter travel hasn't arrived. These seven destinations could offer better value for a fall getaway.
Travel -
New SBA Loan Rules 2026: What Could Sink Your LoanNew SBA loan rules make more capital available to small firms than ever, but owners need to demonstrate far more before they're approved. Here's what's changed.
-
The US Confronts China’s Industrial-Scale AI TheftThe Kiplinger Letter There’s mounting evidence that China’s AI companies are stealing secrets from America’s AI leaders. Can anything be done?
The Kiplinger Letter -
Why Are Grocery Prices Still So High? What’s Driving Your Food BillThe Fed just raised interest rates for the first time in years. Here’s what that could mean for already-high grocery prices and your food budget.
-
Why the Super Rich Are Moving to LisbonWealthy families, tech innovators and private banks are migrating to Lisbon, Portugal. What makes it such an attractive destination — and could it work for you?
-
Kiplinger Retail Outlook: Blowout August Spending as Consumers Keep SurprisingEconomic Forecasts Strong retail sales gains appeared across the board, but tighter budgets are coming.
Economic Forecasts
