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.

How Patients with Lasting Symptoms of COVID Can Apply for Disability
Senior man having a health exam.
Financial Planning

How Patients with Lasting Symptoms of COVID Can Apply for Disability

Those who can no longer work because of COVID-19 may qualify for these benefits but the approval process can be a difficult road.
July 30, 2021
Older Adults Battle Long-Term Effects of COVID-19
Woman with face mask standing indoors by window at home.
Financial Planning

Older Adults Battle Long-Term Effects of COVID-19

Seniors are more likely to suffer from long COVID, and it's unclear when, or even if, they will fully recover.
July 29, 2021
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

Determine your mandatory RMDs from a traditional IRA.
July 27, 2021
What You Must Know About Tipping While Traveling
Money left on a table as a tip at the restaurant.
Travel

What You Must Know About Tipping While Traveling

Relax, you're on vacation. Use these six tips to establish a tipping plan that eliminates stress.
July 14, 2021
Business Owners Need an Exit Strategy When They Are Ready to Retire
Business owner closing their store.
small business

Business Owners Need an Exit Strategy When They Are Ready to Retire

If you are looking to sell your business and retire, you need to understand what your company is worth, what documents you must have ready and who the…
June 23, 2021
You Can Appeal a Medicare Premium Surcharge
$100 bill underneath medicare card
Medicare

You Can Appeal a Medicare Premium Surcharge

If you meet one of the seven qualifying life events, you have a good chance of getting a higher premium for Medicare Part B and Part D reduced.
June 16, 2021
Everything You Must Know About "Backdoor" Roth IRAs
Concept art showing the backdoor to a house.
Roth IRAs

Everything You Must Know About "Backdoor" Roth IRAs

If you earn too much to contribute directly to a Roth IRA, there are still ways to move funds to this type of an account.
June 14, 2021
Can't Sleep at Night? Consider Getting Checked Out By a Doctor
A man lays in bed while having trouble sleeping.
health insurance

Can't Sleep at Night? Consider Getting Checked Out By a Doctor

Older adults are more likely to suffer from sleep disorders, such as insomnia and sleep apnea. Left untreated these conditions can have dire consequen…
May 26, 2021
How the Senior Safe Act Protects Your Finances
A man, who looks worried, talks on the telephone while looking at a credit card.
Scams

How the Senior Safe Act Protects Your Finances

The law encourages employees of financial services firms to report cases of suspected elder financial abuse, hopefully leading to more prosecutions of…
May 21, 2021
SECURE Act 2.0: 10 Ways the Proposed Law Could Change Retirement Savings
A woman who looks happy while sitting outside.
retirement plans

SECURE Act 2.0: 10 Ways the Proposed Law Could Change Retirement Savings

If passed, the Securing a Strong Retirement Act would automatically enroll some workers in retirement plans and raise the mandatory age for RMDs.
May 19, 2021
5 Signs You Should Fire Your Financial Adviser
A person who is angry and on the telephone.
retirement planning

5 Signs You Should Fire Your Financial Adviser

A strong relationship with a financial adviser you trust matters more the closer you get to retirement. Here are some of the reasons it may be time fo…
May 19, 2021
The Challenges and Joys for Grandparents Raising Grandkids
Grandparents playing with a grandson on a beach.
retirement

The Challenges and Joys for Grandparents Raising Grandkids

Grandparents, who are unexpectedly caring for grandchildren, face a number of legal and financial obstacles. It's essential they seek out support.
April 30, 2021
Surprise Medical Bills Are Coming to an End
A doctor discussing a document with a patient.
health insurance

Surprise Medical Bills Are Coming to an End

With the No Surprises Act taking effect in 2022, patients will no longer live in fear of receiving an unexpected and exorbitant medical bill for emerg…
April 27, 2021
How to Estimate Your Social Security Benefits
A couple looks at a laptop.
social security

How to Estimate Your Social Security Benefits

There are a few tools you can use to calculate your Social Security benefits, including signing up for a my Social Security account.
April 23, 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.
April 14, 2021
How to Apply for a Social Security Card Replacement
A hand holding a Social Security card
Basics

How to Apply for a Social Security Card Replacement

Applying for a Social Security replacement card, especially online, can be fairly straightforward. You just need the right documentation on hand.
April 2, 2021
RV Insurance: Everything You Must Know
A grandfather enjoys his RV with two of his grandchildren
insurance

RV Insurance: Everything You Must Know

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 type…
April 1, 2021
Reverse Mortgages: 10 Things You Must Know
A couple relaxing on their porch
Making Your Money Last

Reverse Mortgages: 10 Things You Must Know

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 …
March 26, 2021
The Basics of Required Minimum Distributions: 12 Things You Must Know About RMDs
picture of man about to break piggy bank with a hammer
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…
March 4, 2021
Roth IRA Basics: 11 Things You Must Know
Hands holding piggy bank with Roth IRA. Pension plan.
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.
February 25, 2021
401(k) Contribution Limits for 2021
picture of woman putting money in a jar labeled 401K
Financial Planning

401(k) Contribution Limits for 2021

The 401(k) contribution limit stayed the same for 2021. But workers 50 and older can save an extra amount for retirement.
February 5, 2021
Traditional IRA Basics: 10 Things You Must Know
picture of piggy bank sitting on blocks spelling out I-R-A
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…
January 29, 2021