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Kathryn A. Walson

Staff Writer, Kiplinger's Retirement Report
Retiring in Volatile Times
retirement

Retiring in Volatile Times

Roller-coaster markets can send a new retiree's heart aflutter. These strategies can make the thrill ride less scary.
January 28, 2013
Retirees and the Shrinking Nest Egg
retirement

Retirees and the Shrinking Nest Egg

Preretirees and retirees have taken the brunt of the downturn. These tools can help make the best of it.
January 28, 2013
Leave an IRA That's Heir-Tight
retirement

Leave an IRA That's Heir-Tight

Follow complex rules and avoid common mistakes when leaving your retirement account to your beneficiaries.
December 21, 2011
Create a Retirement Paycheck
retirement

Create a Retirement Paycheck

Turn your portfolio into an income stream with these withdrawal strategies.
February 28, 2011
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When a Parent Moves in With the Kids
retirement

When a Parent Moves in With the Kids

Adult children and elderly parents should have a thorough discussion, from privacy concerns to division of chores, before combining households.
January 18, 2011
Keep Calm When Markets Roil
investing

Keep Calm When Markets Roil

With the markets going up and down, older investors may be tempted to flee from stocks. Consider these age-based strategies first, before making any m…
September 9, 2010
Should You Roll Over Your 401(k)to an IRA?
401(k)s

Should You Roll Over Your 401(k)to an IRA?

When you leave your employer, you need to weigh the pros and cons of moving your retirement savings.
August 2, 2010
The Dangers of Holding High Levels of Company Stock
investing

The Dangers of Holding High Levels of Company Stock

Tying up a large part of your nest egg in a single stock could be bad for your wealth.
April 28, 2010
Help Grandkids Pay the College Tab
retirement

Help Grandkids Pay the College Tab

EDITOR'S NOTE: This article was originally published in the March 2010 issue of Kiplinger's Retirement Report. To subscribe, click here.Doting grandpa…
April 28, 2010
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Scour the Fine PrintBefore Moving Into a CCRC
retirement

Scour the Fine PrintBefore Moving Into a CCRC

Prospective residents need to look beyond the amenities of a continuing-care retirement community and understand the potential financial pitfalls.
April 1, 2010
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Hire a Pro When Filing a Disability Claim
insurance

Hire a Pro When Filing a Disability Claim

A trained advocate can help you navigate the complex process of claiming a Social Security disability benefit.
April 1, 2010
When the Pension AgencyTakes Over a Plan
retirement

When the Pension AgencyTakes Over a Plan

You will still get your pension, but the payout might be reduced.
February 17, 2010
Planning Can Be Tricky for Childless Seniors
estate planning

Planning Can Be Tricky for Childless Seniors

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 …
February 11, 2010
Watch Out for Scams Targeting Seniors
retirement

Watch Out for Scams Targeting Seniors

Seniors are prey for smooth-talking scammers who promise big prizes and great investment returns.
December 21, 2009
Smart Strategies for Retirees Seeking Work
retirement

Smart Strategies for Retirees Seeking Work

Dwindling savings are forcing some older individuals to reenter the workforce.
November 3, 2009
Micro Loans Provide Big Help to the Poor
credit & debt

Micro Loans Provide Big Help to the Poor

A growing number of initiatives let individuals make tiny loans to poor entrepreneurs.
April 23, 2009
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Give the Kids Your House
retirement

Give the Kids Your House

How to hand over your house while you're still in it.
March 6, 2009
Helping Family in Hard Times
savings

Helping Family in Hard Times

Bail out your kids with gifts or loans, as long as you don't endanger your retirement nest egg.
March 3, 2009
A Tough Test for 403(b)s
retirement

A Tough Test for 403(b)s

These retirement plans are subject to new rules.
January 7, 2009
Stretch Your Nest Egg by Cutting Spending
retirement

Stretch Your Nest Egg by Cutting Spending

Overspending during tough economic times can jeopardize a retiree's financial future.
October 28, 2008
The Pitfalls of a 401(k) Loan
credit & debt

The Pitfalls of a 401(k) Loan

Borrowing from your nest egg is a dicey move and could sap your savings.
October 16, 2008
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Tapping a Portfolio in a Bear Market
retirement

Tapping a Portfolio in a Bear Market

New retirees should reduce withdrawals if they want their investments to last a lifetime.
September 30, 2008
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Attach Strings to Your Bequests
retirement

Attach Strings to Your Bequests

Want to pass on your values to the next generation? Set up a rewards system with an incentive trust.
August 6, 2008
Reverse Mortgage Abuse on the Rise
retirement

Reverse Mortgage Abuse on the Rise

Lawmakers and regulators warn of predatory practices in the growing reverse mortgage market.
July 23, 2008
The Estate-Tax Puzzle is Becoming Clearer
retirement

The Estate-Tax Puzzle is Becoming Clearer

The future of the estate tax is more certain now than it's been in years.
June 24, 2008
Passing on the Family Business
business

Passing on the Family Business

Smooth the transition when handing the reins of your company to the next generation.
May 16, 2008
Keep Track of Your Old 401(k) Plans
retirement

Keep Track of Your Old 401(k) Plans

If you have several accounts with previous employers, it's best to consolidate them in an IRA.
April 7, 2008