Retirement News, insights and expert analysis on retirement from the team at Kiplinger. 17 States With Scary Estate and Inheritance Taxes Estate Tax Over a dozen states currently impose estate or inheritance taxes on heirs. Here’s where you’ll have to pay. How You Can Guide Your Heirs Through the Great Wealth Transfer Three Creative Ways to Lower Your Retirement Taxes You May Want To Think Twice Before Selling These Four Assets in Retirement Explore Retirement Medicare Annuities Social Security Long-term Care Retirement Plans Retirement Planning Happy Retirement Estate Planning Asset Allocation Inheritance Latest Social Security Tax Limit Rises Again: Who Pays More in 2026? Payroll Taxes The Social Security Administration has announced significant changes affecting millions as we approach a new year. Payroll Taxes CMS Brings Back Furloughed Staff for Open Enrollment Lifeline The government has recalled approximately 3,000 workers to assist with Medicare and ACA Marketplace Open Enrollment. Quiz: How Well Do You Understand the Social Security Earnings Test? Quiz Test your basic knowledge of the Social Security earnings test in our quick quiz. Quiz The 'Go Live Your Life' Rule of Retirement Spending The 'guardrails approach' to retirement spending signals when you can spend more and when you need to rein it in, giving you greater flexibility in your post-work life. Best Jobs for Retirees retirement Want to earn extra cash in retirement? Here are 20 of the best jobs to keep your mind and body in shape. retirement Worried About Market Volatility? These Are Five of the Safest Vanguard Funds to Own recession The safest Vanguard funds can help prepare investors for market tumult but without high fees. recession Six Changes Coming to Social Security in 2026 Big changes are coming to Social Security in the year ahead, impacting everything from the size of your benefit check to your full retirement age. Here's what you need to know. Revocable vs Irrevocable Trusts: It Comes Down to Control vs Protection Your choice to set up a revocable vs an irrevocable trust could have a big impact on your heirs. Three Creative Ways to Lower Your Retirement Taxes Tax Tips You can apply key minimalism concepts for potential tax savings. Here’s how. Tax Tips I retired at 65 with $7.8 million and feel like I over-saved. My 40-something son is on the same path. Should I tell him to reconsider? We ask financial experts for advice. 1 2 3 4 5 6 7 8 9 Archives
