Retirement News, insights and expert analysis on retirement from the team at Kiplinger. How to Maximize a Late-in-Life Inheritance Receiving an inheritance in your 50s or 60s? Find out how to use the Great Wealth Transfer to buy back your time, pivot careers or fund family memories. Inherited $1 Million in the Great Wealth Transfer? Here’s What to Do First Who Qualifies for the New $90 Medicare Part B Rebate? Would You Rather Retire in Naples, FL or Palm Springs, CA? Explore Retirement Long-term Care Asset Allocation Annuities Medicare Retirement Plans Social Security Inheritance Estate Planning Happy Retirement Retirement Planning Latest The $100K Inheritance Blueprint: Where to Put Your Money First You don't need a million dollars to transform your finances and set yourself up for retirement. How to Avoid Medicare Penalties When Working Past 65 If you work past age 65, assuming you can delay signing up for Medicare can lead to permanent penalties and costly coverage gaps. Here's how to avoid that. By Jeff Judge, CFP®, ChFC®, CLU®, AEP® 6 Essential Estate Planning Documents to Prepare Now These core estate planning documents will spare your loved ones from court hassles and help ensure your financial and medical wishes are carried out. By Carole Laible How the Ultra-Rich Can Protect Mega-IRA Assets Accumulating tens of millions in a mega-retirement account is impressive, but preserving that wealth across generations requires moving beyond standard IRAs. By Mallon FitzPatrick, CFP®, AEP®, CLU® A Financial Checklist for Your 50s Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do. By Rachael Green Best Conservative Investments for Retirees in Search of Simple Safety The best conservative investments for retirees include low-cost mutual funds and ETFs that hold stocks and bonds as well as simple and safe money market funds. By Mark R. Hake, CFA 12 Great Places to Retire in the Midwest Here are our retirement picks in the 12 midwestern states. By Stacy Rapacon 10 Reasons to Retire in an RV RV-loving retirees talk about the upsides of spending retirement in a motorhome, travel trailer, fifth wheel or other recreational vehicle. By Bob Niedt 15 Reasons You'll Regret an RV in Retirement Here's why you might regret an RV in retirement. RV-savvy retirees talk about the downsides of spending retirement in a motorhome, travel trailer, fifth wheel, or other recreational vehicle. By Bob Niedt Types of Retirement Income the IRS Doesn't Tax Tax Breaks Thankfully, not all the money you receive in retirement is subject to federal income tax. By Kelley R. Taylor Tax Breaks 1 2 3 4 5 6 7 8 9 Archives
