Kathryn A. Walson
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.
By Kathryn A. Walson
401(k)s -
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.
By Kathryn A. Walson
retirement -
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.
By Kathryn A. Walson
investing -
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.
By Kathryn A. Walson
Long-Term Care Insurance -
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.
By Kathryn A. Walson
insurance -
When the Pension AgencyTakes Over a Plan
Making Your Money Last You will still get your pension, but the payout might be reduced.
By Kathryn A. Walson
Making Your Money Last -
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.
By Kathryn A. Walson
estate planning -
Watch Out for Scams Targeting Seniors
Scams Seniors are prey for smooth-talking scammers who promise big prizes and great investment returns.
By Kathryn A. Walson
Scams -
Smart Strategies for Retirees Seeking Work
retirement Dwindling savings are forcing some older individuals to reenter the workforce.
By Kathryn A. Walson
retirement -
Micro Loans Provide Big Help to the Poor
credit & debt A growing number of initiatives let individuals make tiny loans to poor entrepreneurs.
By Kathryn A. Walson
credit & debt -
Give the Kids Your House
retirement How to hand over your house while you're still in it.
By Kathryn A. Walson
retirement -
Leave an IRA That's Heir-Tight
retirement Follow complex rules and avoid common mistakes when leaving your retirement account to your beneficiaries.
By Kathryn A. Walson
retirement -
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.
By Kathryn A. Walson
savings -
A Tough Test for 403(b)s
retirement These retirement plans are subject to new rules.
By Kathryn A. Walson
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.
By Susan B. Garland
Making Your Money Last -
The Pitfalls of a 401(k) Loan
credit & debt Borrowing from your nest egg is a dicey move and could sap your savings.
By Kathryn A. Walson
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.
By Susan B. Garland
Making Your Money Last -
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.
By Kathryn A. Walson
Making Your Money Last -
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.
By Kathryn A. Walson
retirement -
Reverse Mortgage Abuse on the Rise
retirement Lawmakers and regulators warn of predatory practices in the growing reverse mortgage market.
By Kathryn A. Walson
retirement -
Create a Retirement Paycheck
Making Your Money Last Turn your portfolio into an income stream with these withdrawal strategies.
By Kathryn A. Walson
Making Your Money Last -
The Estate-Tax Puzzle is Becoming Clearer
retirement The future of the estate tax is more certain now than it's been in years.
By Kathryn A. Walson
retirement -
Passing on the Family Business
business Smooth the transition when handing the reins of your company to the next generation.
By Kathryn A. Walson
business -
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.
By Rachel L. Sheedy
Making Your Money Last