Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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The ART of Managing Retirement Income RiskSponsored by American Equity
SPONSORED The best way to prepare clients for risk is to address it head-on.
By Sponsored Content
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Being an Executor is a Thankless Job: Do It Well AnywayYou can be a "good" executor of an estate, even though carrying out someone's final wishes can be challenging. Here are seven steps to follow.
By Adam Shell
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How to Plan for Income, Taxes, Healthcare in RetirementThe secret to helping ensure a secure retirement is to create a coordinated strategy for how you'll manage your withdrawals, taxes and healthcare expenses.
By John Jones, CFP®, ChFC®, EA, BCP®
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The 40-Year Retirement Rule: How to Prepare Your Taxes for a Longer LifeRetirement Tax The 30-year retirement rule is outdated. Is your tax strategy ready for what comes next?
By Kate Schubel
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Can You Actually Get Paid to Care for an Aging Parent?Learn how to tap Medicaid or other programs for income in this week's Wealth Wise advice column. You may be able to balance caregiving with your career.
By Maurie Backman
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Is Your Top Stock Winner Threatening Your Wealth?It can be hard to let go of stocks that have served you well, especially when a hefty tax bill results. What are the options when holding on becomes too risky?
By Robert Gorman
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7 RMD Tax Traps Waiting for You in Your 70sRMDs can have a serious knock-on effect on your finances in retirement. The key is knowing what's at stake and taking action way before the IRS comes calling.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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SECURE 2.0 Act Summary: Retirement Savings Changes to KnowRetirement Plans The SECURE 2.0 Act makes significant changes to retirement savings plans. Here's what you need to know.
By Kelley R. Taylor
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How to Qualify for a Mortgage in RetirementConventional rules don't count savings, lack of debt or credit score as much as a monthly income. But there are alternative routes you can take.
By Eric Bernstein
