Timeline: Kiplinger's Retirement Report Turns 25

From the Retirement Protection Act to tax reform, much has changed for retirees over the past quarter-century.

Twenty-five years ago, Kiplinger's Retirement Report launched to help readers enjoy a richer retirement. Our first issue, published in February 1994, offered guidance on timely issues of the day, such as how to take advantage of the home-sale-profit exclusion (then $125,000) and how to comply with new rules that for the first time required a receipt for charitable donations of $250 or more. Some advice, such as how to figure tax on Social Security benefits, proved to be evergreen.

This timeline notes just some of the significant retirement issues that we have covered in the past quarter-century.


The Retirement Protection Act expands efforts to find missing pension-plan participants.

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Roth IRAs become available.


Social Security earnings test removed for those at full retirement age or older.


Congress creates Part D prescription-drug benefit for Medicare, which hits the marketplace in 2006.


Pension Protection Act encourages auto enrollment in 401(k)s and creates IRA qualified charitable distribution rules.


Required minimum distributions from retirement accounts waived one year only as a result of the 2007-09 financial crisis.


Labor Department beefs up 401(k) fee disclosures.


Qualified longevity annuity contracts created.


Bipartisan Budget Act of 2015 nixes some Social Security claiming strategies.


Major overhaul of tax law takes effect, including nearly doubling the standard deduction to lowering tax rates.

Mary Kane
Associate Editor, Kiplinger's Retirement Report
Mary Kane is a financial writer and editor who has specialized in covering fringe financial services, such as payday loans and prepaid debit cards. She has written or edited for Reuters, the Washington Post, BillMoyers.com, MSNBC, Scripps Media Center, and more. She also was an Alicia Patterson Fellow, focusing on consumer finance and financial literacy, and a national correspondent for Newhouse Newspapers in Washington, DC. She covered the subprime mortgage crisis for the pathbreaking online site The Washington Independent, and later served as its editor. She is a two-time winner of the Excellence in Financial Journalism Awards sponsored by the New York State Society of Certified Public Accountants. She also is an adjunct professor at Johns Hopkins University, where she teaches a course on journalism and publishing in the digital age. She came to Kiplinger in March 2017.