Jackie Stewart
Jackie Stewart is the senior retirement editor for Kiplinger.com and the senior editor for Kiplinger's Retirement Report. She was previously the managing editor of the Credit Union Journal and a contributing editor to American Banker for two years. Before that, she covered breaking news, community banks and mergers and acquisitions for American Banker for seven years. Jackie is a 2006 graduate of Northwestern University.
Latest articles by Jackie Stewart
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Traditional IRA Basics: 10 Things You Must Know
Basics A traditional IRA can be a powerful retirement-savings tool but you need to understand contribution limits, RMDs, rules for beneficiaries under the SECURE Act and more.
By Jackie Stewart Last updated
Basics -
Social Security Earnings Tests: 5 Things You Must Know
social security If you’re still working and claim Social Security early, your benefits could be reduced, at least temporarily.
By Jackie Stewart Last updated
social security -
What's My Social Security Full Retirement Age?
social security The year you were born determines when you become eligible for your Social Security full retirement age benefit. Use our calculator to determine your full retirement age.
By Jackie Stewart Last updated
social security -
Roth IRA Basics: 10 Things You Must Know
Financial Planning A Roth IRA can be a great way to save for retirement since the accounts have no required minimum distributions and you withdraw the money tax-free.
By Jackie Stewart Last updated
Financial Planning -
403(b) Contribution Limits for 2024
retirement plans Teachers and nonprofit workers can contribute more to a 403(b) retirement plan in 2024 than they could in 2023.
By Jackie Stewart Published
retirement plans -
SEP IRA Contribution Limits for 2024
SEP IRA A good option for small business owners, SEP IRAs allow individual annual contributions of as much as $69,000 a year.
By Jackie Stewart Published
SEP IRA -
Roth IRA Contribution Limits for 2024
Roth IRAs Roth IRA contribution limits have gone up for 2024. Here's what you need to know.
By Jackie Stewart Published
Roth IRAs -
SIMPLE IRA Contribution limits are up $500 to $16,000 for 2024.
simple IRA The maximum amount workers at small businesses can contribute to a SIMPLE IRA increased by $500 for 2024.
By Jackie Stewart Published
simple IRA -
457 Contribution Limits for 2024
retirement plans State and local government workers can contribute more to their 457 plans in 2024 than in 2023.
By Jackie Stewart Published
retirement plans -
Roth 401(k) Contribution Limits for 2024
retirement plans The Roth 401(k) contribution limit for 2024 is increasing, and workers who are 50 and older can save even more.
By Jackie Stewart Published
retirement plans -
What’s the Best Medigap Plan?
Medicare The 10 Medigap plans offer different levels of benefits that pay for expenses not covered by original Medicare.
By Jackie Stewart Last updated
Medicare -
What You Must Know About the Different Parts of Medicare
Medicare Medicare can be complicated but we've got you covered. Here is a quick guide to the different benefits provided through each part.
By Jackie Stewart Last updated
Medicare -
Is a Medicare Advantage Plan Right for You?
Medicare Advantage plans can provide additional benefits beneficiaries can't get through original Medicare for no or a low monthly premium. But there are downsides to this insurance too.
By Jackie Stewart Published
Medicare -
Reverse Mortgages
Mortgages Reverse mortgages can be complicated so it’s imperative that you understand how the loan is repaid, the monthly costs and potential scams to look out for.
By Jackie Stewart Last updated
Mortgages -
The Downside of Delaying RMDs
Thanks to the SECURE 2.0 Act, the age for required minimum distributions is going up. However, don't automatically assume you'll benefit from this change.
By Jackie Stewart Published
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401(k) Contribution Limits Rising Next Year
401(k)s Workers saving for retirement have a reason to rejoice over the 401(k) contribution limits for 2022 and can expect even more next year.
By Jackie Stewart Last updated
401(k)s -
RV Insurance: Everything You Must Know
insurance Selecting the right RV insurance is a big decision to protect your investment. Here's what you should know about the costs and different coverage types.
By Jackie Stewart Last updated
insurance -
The Murky Rules Behind Financial Apps
Technology "Neobanks" and other fintechs operate in a regulatory gray area, with less oversight. That can sometimes leave customers in limbo when there's a problem.
By Jackie Stewart Published
Technology -
Age Bias in the Workplace: Still a Battle for Older Workers
Making Your Money Last Many older Americans face age bias in the workplace even though federal law prohibits discriminating against workers 40 and older.
By Jackie Stewart Published
Making Your Money Last -
3 Paths for Getting Vision Insurance in Retirement
Healthy Living on a Budget Medicare Part B's restrictive coverage of vision care means you'll have to find a different route to get the right insurance. Here's some guidance.
By Jackie Stewart Published
Healthy Living on a Budget -
The Ins and Outs of Self-Insurance in Retirement
Long-Term Care Insurance The costs of long-term care are already exorbitant and will only get worse. Follow this guidance to get in front of the issue.
By Jackie Stewart Published
Long-Term Care Insurance -
Getting Around the Stretch IRA Block
Making Your Money Last Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
By Jackie Stewart Published
Making Your Money Last -
5 Fixes That Could Help Save Medicare
Medicare There have been dire warnings about the overall health of Medicare for years, yet policymakers have been slow to act. Here's how Congress can shore up the program.
By Jackie Stewart Published
Medicare -
4 (Imperfect) Ways Retirees Can Pay for Dental Care
health insurance Since Medicare doesn't provide dental benefits, seniors must consider other options to cover this need.
By Jackie Stewart Published
health insurance