Donna LeValley
Donna joined Kiplinger as a personal finance writer in 2023. She spent more than a decade as the contributing editor of J.K.Lasser's Your Income Tax Guide and edited state specific legal treatises at ALM Media. She has shared her expertise as a guest on Bloomberg, CNN, Fox, NPR, CNBC and many other media outlets around the nation. She is a graduate of Brooklyn Law School and the University at Buffalo.
Latest articles by Donna LeValley
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Vesting, Catch-Ups and Roths: The 401(k) Knowledge QuizQuiz Test your understanding of key 401(k) concepts with our quick quiz.
By Donna LeValley
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When to Expect Your First Social Security Check of 2026Social Security payments to retirees reflecting the 2.8% COLA will start arriving January 14.
By Donna LeValley
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Vaccines Medicare Covers for FreeThe U.S. is experiencing an outbreak of measles and is on track to have the most whooping cough cases since 1948; these vaccines Medicare covers for free can keep you safe.
By Donna LeValley
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The Retirement Donor's Checklist: Key Deadlines by Gift TypeRetirees have some charitable contribution options that can help avoid spikes in income from RMDS and capital gains.
By Donna LeValley
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4 Things You Need to Know Before Applying for Social Security in 2025Don't unnecessarily delay or reduce your Social Security benefits because you don't know all the rules and requirements.
By Donna LeValley
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The 7-Month Deadline That Sets Your Lifetime Medicare PremiumsUnderstanding Medicare enrollment is crucial, as missing deadlines can lead to permanent late enrollment penalties and gaps in coverage.
By Donna LeValley
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Why Is My First Medicare Bill So High?Your first Medicare bill may be higher than expected for several reasons. If your premiums aren't taken out of your Social Security benefit, the bill can be huge.
By Donna LeValley
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Don't Let the Court Decide: Test Your Knowledge on Avoiding ProbateQuiz Test your basic understanding of why having an estate plan is crucial to avoiding probate in our quick quiz.
By Donna LeValley
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Should You Refinance Your Mortgage Now That the Fed Just Cut Rates?The Fed just cut rates, so mortgage refinance rates will be cheaper. Should you act now, or wait?
By Donna LeValley
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Medicare Open Enrollment 2026: Options if You Missed Open EnrollmentInformation you can use year-round to manage your Medicare needs.
By Donna LeValley
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Missed Medicare Open Enrollment? Here Are Your OptionsThere are limited ways you can change your Original Medicare elections after annual open enrollment has closed.
By Donna LeValley
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15 Cheapest Small Towns to Live InThe cheapest small towns might not be for everyone, but their charms can make them the best places to live for plenty of folks.
By Dan Burrows
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Original Medicare vs Medicare Advantage Quiz: Which is Right for You?Quiz Take this quick quiz to discover your "Medicare Personality Type" and learn whether you are a Traditionalist, or a Bundler.
By Donna LeValley
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Average Retirement Income by Age and StateWhether you are already retired or just beginning to save, these age and state income averages offer a critical reality check to retirement savings and spending plans.
By Donna LeValley
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5 Year-End Moves to Maximize Your 2025 Retirement SavingsSponsored by Savant Wealth Management
Retirement planning is about consistency, commitment and making the most of every dollar. Here are five high-impact moves to ensure long-term growth.
By Donna LeValley
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Are You Ready for 65? The Medicare Initial Enrollment Period Quiz
Quiz Turning 65 soon? Test your basic knowledge of Medicare's Initial Enrollment Period (IEP) rules in our quick quiz.
By Donna LeValley
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Financial Topics You Can Safely Discuss at ThanksgivingForget politics! Holidays offer families a valuable opportunity to talk about their shared financial interests.
By Donna LeValley
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Quiz: Test Your IRA Contribution IQ
Quiz Test your basic knowledge of traditional and Roth contribution rules in our quick quiz.
By Donna LeValley
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12 FAQs About MedicareMedicare When you turn 65, you have to master a new health care system. We’re here to help.
By Kimberly Lankford
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9 Things You Need for a Complete RetirementSponsored by Physicians Mutual
A successful retirement is built on a solid foundation of careful planning and self-awareness. Here are nine areas you should plan for if you want to retire with confidence.
By Donna LeValley
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6 Changes to IRAs, 401(k)s and HSAs in 2026Changes to IRAs — Roth and traditional — and 401(k)s may mean more money for you in retirement.
By Donna LeValley
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5 Year-End Deadlines for Retirees in 2025Here are five key end-of-year 2025 deadlines that retirees and those saving to retire won't want to miss.
By Donna LeValley
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Quiz: Understanding Roth Conversions
Quiz Test your basic knowledge of Roth conversions in our quick quiz.
By Donna LeValley
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Medicare Premiums 2025: IRMAA Brackets and Surcharges for Parts B and DMedicare participants with an income above the threshold must pay a surcharge for Medicare Part B and Part D based on their income.
By Donna LeValley
