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.
1994
The Retirement Protection Act expands efforts to find missing pension-plan participants.
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1998
Roth IRAs become available.
2000
Social Security earnings test removed for those at full retirement age or older.
2003
Congress creates Part D prescription-drug benefit for Medicare, which hits the marketplace in 2006.
2006
Pension Protection Act encourages auto enrollment in 401(k)s and creates IRA qualified charitable distribution rules.
2009
Required minimum distributions from retirement accounts waived one year only as a result of the 2007-09 financial crisis.
2012
Labor Department beefs up 401(k) fee disclosures.
2014
Qualified longevity annuity contracts created.
2015
Bipartisan Budget Act of 2015 nixes some Social Security claiming strategies.
2018
Major overhaul of tax law takes effect, including nearly doubling the standard deduction to lowering tax rates.
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Kiplinger Readers' Choice Awards 2023 Results
The results are in for the Kiplinger Readers’ Choice Awards — celebrating the best products and services in personal finance.
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Is Chevron Stock Set for a Rebound?
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As the Market Falls, New Retirees Need a Plan
retirement If you’re in the early stages of your retirement, you’re likely in a rough spot watching your portfolio shrink. We have some strategies to make the best of things.
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Retirees: Your Next Companion May Be a Robot
happy retirement Robots may help fill the gap left by a shortage of humans to help older adults live independently.
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Using Your 401(k) to Delay Getting Social Security and Increase Payments
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How Do I Stop Robocalls From Scamming Me?
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A Kiplinger-ATHENE Poll: Retirees Are Worried About Money
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Grandparent Scams Get Victims in Their Hearts
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Tech Support Fraud Targets Seniors
retirement Get a message offering help with a computer problem you didn’t think you had? It’s probably a scammer looking for your money and personal information
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What to Do With Money in a Former Employer’s 401(k)
Basics Leave it behind, move it to your new job’s plan, or roll it over to an IRA. Each of the options has pros and cons.
