Jackie Stewart

Senior Retirement Editor, Kiplinger.com

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.

401(k) Contribution Limits for 2022
Concept art showing a piggy bank standing in front of a chalkboard with 401k written on it.
401(k)s

401(k) Contribution Limits for 2022

Workers saving for retirement have a reason to rejoice over the 401(k) contribution limits for 2022.
May 20, 2022
Age Bias in the Workplace: Still a Battle for Older Workers
Dissatisfied young HR manager handle job interview with aged 50s woman applicant sitting in front of each other at desk. Concept of inappropriate candidate, age discrimination, unqualified candidature
Making Your Money Last

Age Bias in the Workplace: Still a Battle for Older Workers

Many older Americans face age bias in the workplace even though federal law prohibits discriminating against workers 40 and older.
May 9, 2022
3 Paths for Getting Vision Insurance in Retirement
Ophthalmologist examining patient's eyes
Healthy Living on a Budget

3 Paths for Getting Vision Insurance in Retirement

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.
May 2, 2022
The Ins and Outs of Self-Insurance in Retirement
Empty hospital room
Long-Term Care Insurance

The Ins and Outs of Self-Insurance in Retirement

The costs of long-term care are already exorbitant and will only get worse. Follow this guidance to get in front of the issue.
April 12, 2022
SECURE Act 2.0: 14 Ways the Proposed Law Could Change Retirement Savings
picture of a retirement savings jar with husband and wife dolls
retirement plans

SECURE Act 2.0: 14 Ways the Proposed Law Could Change Retirement Savings

The House-passed bill would automatically enroll some workers in retirement plans, raise the mandatory age for RMDs, and much more.
April 1, 2022
Getting Around the Stretch IRA Block
Living trust and other inheritance documents
Making Your Money Last

Getting Around the Stretch IRA Block

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.
March 3, 2022
You Can Appeal a Medicare Premium Surcharge
$100 bill underneath medicare card
Medicare

You Can Appeal a Medicare Premium Surcharge

If your income has dropped in the past two years, there’s a good chance you can get your surcharge eliminated or reduced.
February 25, 2022
5 Fixes That Could Help Save Medicare
A picture of a piggy bank next to a calculator with a stethoscope.
Medicare

5 Fixes That Could Help Save 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…
February 24, 2022
4 (Imperfect) Ways Retirees Can Pay for Dental Care
A woman sits in a dentist's chair smiling into a mirror.
health insurance

4 (Imperfect) Ways Retirees Can Pay for Dental Care

Since Medicare doesn't provide dental benefits, seniors must consider other options to cover this need.
February 4, 2022
Medicare to Pay for Over-the-Counter COVID Tests
A woman takes at COVID-19 test at home.
Medicare

Medicare to Pay for Over-the-Counter COVID Tests

Beneficiaries will be able to get up to eight tests a month through both original Medicare and Advantage plans.
February 3, 2022
13 Money-Saving Travel Tips for Retirees
Two people take a selfie while on a trip.
travel

13 Money-Saving Travel Tips for Retirees

Globetrotting in your golden years doesn't have to cost a fortune. Here are some ways to cut down on your travel expenses.
January 31, 2022
Calculate Your Required Minimum Distribution From IRAs
A calculator next to a paper with required minimum distributions written on it.
required minimum distributions (RMDs)

Calculate Your Required Minimum Distribution From IRAs

The IRS updated the uniform lifetime table, which is used to determine your mandatory withdrawals, this year. This tool can calculate your RMDs from a…
January 27, 2022
What to Do When a Family Member Needs a Guardian
A woman smiles while sitting next to her father.
estate planning

What to Do When a Family Member Needs a Guardian

Seeking a guardianship for a loved one is a decision that shouldn't be taken lightly. Here's how the process works.
January 25, 2022
Medicare to Consider Lowering Part B Premiums
Stethoscope on dollars for Medicare
Medicare

Medicare to Consider Lowering Part B Premiums

Beneficiaries could see a reduced Part B premium after Biogen announced it would slash the price of its expensive, and controversial, new Alzheimer's …
January 12, 2022
Roth IRA Basics: 11 Things You Must Know
Piggy bank with Roth IRA written on it
Financial Planning

Roth IRA Basics: 11 Things You Must Know

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.
November 23, 2021
The Basics of Required Minimum Distributions: 12 Things You Must Know About RMDs
A man breaking a piggy bank
Financial Planning

The Basics of Required Minimum Distributions: 12 Things You Must Know About RMDs

Retirement savers who are 72 must start withdrawing funds from tax-advantaged retirement accounts. Here’s what you need to know about required minimum…
November 22, 2021
Traditional IRA Basics: 10 Things You Must Know
Picture of a piggy bank
Basics

Traditional IRA Basics: 10 Things You Must Know

A traditional IRA can be a powerful retirement-savings tool but you need to understand contribution limits, RMDs, rules for beneficiaries under the SE…
November 22, 2021
Why Retirees Who Don't Consider ESG Investing Are Making a Big Mistake
A woman sits outside while smiling at her smartphone.
retirement planning

Why Retirees Who Don't Consider ESG Investing Are Making a Big Mistake

More investors are taking into account environmental, social and governance principles when making decisions. That's because of the potential for lowe…
November 18, 2021
What You Must Know About the Different Parts of Medicare
A 65th birthday celebration
Medicare

What You Must Know About the Different Parts of Medicare

Medicare can be complicated but we've got you covered. Here is a quick guide to the different benefits provided through each part.
November 16, 2021
Medicare Part B Premium Jumps Dramatically for 2022
Stethoscope on calculator Medicare costs
Medicare

Medicare Part B Premium Jumps Dramatically for 2022

Rising health care costs and the approval of Aduhelm, a new expensive Alzheimer's drug, were partly to blame for increases in the Part B premium and d…
November 13, 2021
Biden's Spending Framework Limits Medicare Expansion
A Medicare card and money.
Medicare

Biden's Spending Framework Limits Medicare Expansion

The Medicare expansion in President Joe Biden's $1.75 trillion spending plan included fewer new benefits than some Democrats had hoped for.
October 28, 2021
How Congress Could Expand Medicare Benefits to Cover Dental, Hearing and Vision
A dentist speaks with a patient.
Medicare

How Congress Could Expand Medicare Benefits to Cover Dental, Hearing and Vision

Democrats have included the proposal for the new benefits in their budget reconciliation bill. They also want to allow Medicare to negotiate lower dru…
October 21, 2021
Social Security Earnings Tests: 5 Things You Must Know
A couple looks at a check with concern.
social security

Social Security Earnings Tests: 5 Things You Must Know

If you’re still working and claim Social Security early, your benefits could be reduced, at least temporarily.
October 13, 2021
Retirees to Get Big Social Security COLA Boost for 2022
Two happy looking retirees
social security

Retirees to Get Big Social Security COLA Boost for 2022

The increase in the Social Security cost-of-living adjustment for 2022 was driven by higher prices for fuel, appliances and cars.
October 13, 2021
When is Medicare Open Enrollment?
A sign by a road says open enrollment ahead.
Medicare

When is Medicare Open Enrollment?

During this period each fall, you can select a new Medicare Advantage or Part D plan or switch back to original Medicare.
October 5, 2021
What’s the Best Medigap Plan?
A doctor stands next to a dry erase board with Medicare Supplement Plan written on it
Medicare

What’s the Best Medigap Plan?

The 10 medigap plans offer different levels of benefits that pay for expenses not covered by original Medicare.
October 1, 2021
Is a Medicare Advantage Plan Right for You?
A woman writes while looking at a computer screen.
Medicare

Is a Medicare Advantage Plan Right for You?

Advantage plans can provide additional benefits beneficiaries can't get through original Medicare for no or a low monthly premium. But there are also …
September 30, 2021