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 How Smart Retirees Turn a Second Home Into a Financial Asset Buying a second home during retirement, especially if your savings are solid, can improve your lifestyle or be a strategic financial choice, but it requires meticulous planning. Required Minimum Distributions (RMDs): Rules, Deadlines, and SECURE 2.0 Changes RMDs Here are some basics to know about RMDs and how these distributions can impact your taxes. RMDs Tax Breaks for Veterans: Retirement Pay, Disability and State Tax Exemptions to Know Veterans Veterans may be eligible for certain federal and state tax benefits. Veterans Average 401(k) Match: Do You Work for a Generous Company? Here is the average 401(k) match and the top 30 companies as measured by their match policies. A generous 401(k) match provides a more secure retirement. My Four Pieces of Advice for Women Anxious About Handling Money Talking about money can help you take control of your finances. Did My $50,000 Starbucks Habit Ruin My Retirement Plan? The real retirement cost may not be as devastating as it seems. Medigap vs Medicare Open Enrollment: What's the Difference? Nearly 10,000 people in America turn 65 every day. Why is that significant? It signals Medicare eligibility and shines a light on Medicare supplement insurance, known as Medigap. How Smart Women Can Plan for Financial Freedom After a Curveball Proactive planning and professional guidance can help to build your confidence and give you clarity when you're navigating major life transitions. Six Myths About Downsizing in Retirement Retirees might dream of selling their home, downsizing to a smaller one, and investing the extra cash for income, but the profit they pocket is often less than what they wished. Eight Habits for a Happy Retirement happy retirement A long and happy retirement takes more than just money. Here are eight things happy retirees do – besides dutifully saving the money they’ll need to quit the 9-to-5 grind. happy retirement 1 2 3 4 5 6 7 8 9 Archives
