Latest articles by Kathryn A. Walson
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Should You Roll Over Your 401(k)to an IRA?
401(k)s When you leave your employer, you need to weigh the pros and cons of moving your retirement savings.
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The Dangers of Holding High Levels of Company Stock
investing Tying up a large part of your nest egg in a single stock could be bad for your wealth.
investing -
Help Grandkids Pay the College Tab
retirement EDITOR'S NOTE: This article was originally published in the March 2010 issue of Kiplinger's Retirement Report. To subscribe, click here.Doting grandparents, take heed: If you have a grandchild or two headed for college, it could be time to lavish a little extra attention -- and cash.
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Hire a Pro When Filing a Disability Claim
insurance A trained advocate can help you navigate the complex process of claiming a Social Security disability benefit.
insurance -
Scour the Fine PrintBefore Moving Into a CCRC
Long-Term Care Insurance Prospective residents need to look beyond the amenities of a continuing-care retirement community and understand the potential financial pitfalls.
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When the Pension AgencyTakes Over a Plan
Making Your Money Last You will still get your pension, but the payout might be reduced.
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Planning Can Be Tricky for Childless Seniors
estate planning If you don't have adult children, look to extended family, friends, neighbors or trusted advisers to make health-care and financial decisions in case you become incapacitated.
estate planning -
Watch Out for Scams Targeting Seniors
Scams Seniors are prey for smooth-talking scammers who promise big prizes and great investment returns.
Scams -
Smart Strategies for Retirees Seeking Work
retirement Dwindling savings are forcing some older individuals to reenter the workforce.
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Micro Loans Provide Big Help to the Poor
credit & debt A growing number of initiatives let individuals make tiny loans to poor entrepreneurs.
credit & debt -
Give the Kids Your House
retirement How to hand over your house while you're still in it.
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Leave an IRA That's Heir-Tight
retirement Follow complex rules and avoid common mistakes when leaving your retirement account to your beneficiaries.
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Helping Family in Hard Times
savings Bail out your kids with gifts or loans, as long as you don't endanger your retirement nest egg.
savings -
A Tough Test for 403(b)s
retirement These retirement plans are subject to new rules.
retirement -
Retirees and the Shrinking Nest Egg
Making Your Money Last Preretirees and retirees have taken the brunt of the downturn. These tools can help make the best of it.
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The Pitfalls of a 401(k) Loan
credit & debt Borrowing from your nest egg is a dicey move and could sap your savings.
credit & debt -
Stretch Your Nest Egg by Cutting Spending
Making Your Money Last Overspending during tough economic times can jeopardize a retiree's financial future.
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Tapping a Portfolio in a Bear Market
Making Your Money Last New retirees should reduce withdrawals if they want their investments to last a lifetime.
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Attach Strings to Your Bequests
retirement Want to pass on your values to the next generation? Set up a rewards system with an incentive trust.
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Reverse Mortgage Abuse on the Rise
retirement Lawmakers and regulators warn of predatory practices in the growing reverse mortgage market.
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Create a Retirement Paycheck
Making Your Money Last Turn your portfolio into an income stream with these withdrawal strategies.
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The Estate-Tax Puzzle is Becoming Clearer
retirement The future of the estate tax is more certain now than it's been in years.
retirement -
Passing on the Family Business
business Smooth the transition when handing the reins of your company to the next generation.
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Retiring in Volatile Times
Making Your Money Last Roller-coaster markets can send a new retiree's heart aflutter. These strategies can make the thrill ride less scary.
Making Your Money Last