Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
Explore Retirement
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529 Funds and a Roth IRA: How to Use One to Jumpstart the Other
Want to boost your retirement savings? You can roll over unused funds from your 529 plan into a Roth IRA, tax-free, as long as certain conditions are met.
By Erin Bendig
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Why Your 401(k) Gift Could Be a Retirement Trap For Your Kids
It’s natural to want to share your retirement nest egg with family. Learn how to give generously without putting your own financial security or tax bracket at risk.
By Donna Fuscaldo
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Health Care Costs: What You Can Expect to Pay and How to Save
health insurance From premiums to co-pays, health care is one savings goal you can't afford to ignore. Understanding how high-deductible health plans and HSAs work may help.
By David Jaeger, CFP®
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Tired of Unwanted Calls? Thwart the Robocaller Invasion
Scams Consumers have options in the fight to help keep these infuriating interruptions at bay. Plus, what you can do if you answer a call by mistake.
By Martin Baker, CFP®, CEPA®
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Estate Planning for Women: Preparing for When Life Happens
A proactive approach like this one can help ensure your wishes are respected, you and your loved ones are protected and your values are carried forward.
By Leslie Gillin Bohner
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Will Inheriting the Family Money Make You or Break You?
Receiving an inheritance opens up amazing opportunities but can also lead to emotional and financial turmoil. Here's the key to successfully managing a windfall.
By Erin Wood, CFP®, CRPC®, FBS®
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Social Security Family Maximum Benefits: Are You Eligible?
Thanks to the family maximum benefit, when a retiree starts collecting Social Security, certain family members may also receive support. Here's a complete guide.
By Martha Shedden, CRPC®, RSSA®
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4 Tools to Help Advisers With Next-Level Estate Planning
Estate planning software can help advisers forge deeper client relationships and leverage the power of AI to provide insights. Here are four options to consider.
By Marguerita M. Cheng, CFP® & RICP®
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Protecting Your Nest Egg Matters as Much as Building It
Sponsored by American National
Retirement planning once focused on saving and investing. Today, protecting those savings from inflation, taxes, market volatility and rising costs is just as important.
By Paige Cerulli
