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Mary Beth Franklin
Senior Editor, Kiplinger's Personal Finance
"I Flunked Retirement. Twice."
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"I Flunked Retirement. Twice."

Bored with leisure time or in need of money, many retirees go back to work and get a warm welcome.
June 7, 2019
Backdoor Roth IRA
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Backdoor Roth IRA

There's a wrinkle in this tax-free strategy.
March 12, 2018
The Secret Is Out on Social Security
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The Secret Is Out on Social Security

Readers say they hit the jackpot by using our little-known strategies to boost benefits.
March 9, 2018
Secret Ways to Boost Your Social Security
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Secret Ways to Boost Your Social Security

Four legal strategies for adding as much as $12,000 a year to your retirement income.
February 22, 2018
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Investors Embrace Annuities
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Investors Embrace Annuities

Looking for shelter from the stormy stock market, older investors turn to insurance products.
June 6, 2016
Easing the Tax-Filing Crunch
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Easing the Tax-Filing Crunch

An extension gives you more time to compile your tax records -- but you still have to pay what you owe.
June 3, 2016
Pensions: Take a Lump Sum or Not?
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Pensions: Take a Lump Sum or Not?

New rules will mean smaller pension payouts next year. Get it right the first time. There are no do-overs.
October 30, 2015
When Should You Accept a Buyout?
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Investing

When Should You Accept a Buyout?

With 125,000 GM and Delphi workers now weighing this decision, there are several important factors to consider. Here's a look.
November 21, 2013
When It's Time to Retire
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Retirement

When It's Time to Retire

You can call it quits before you reach 65 by saving as much as you can now then cutting expenses and squeezing the most out of your investments in ret…
November 21, 2013
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Five Ways to Prepare for the Unthinkable
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Five Ways to Prepare for the Unthinkable

The death of Dana Reeve, so soon after her Superman husband, Christopher, is a reminder of the need to plan for the passing of two parents.
November 21, 2013
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En Route to Easy Street
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En Route to Easy Street

Here's how much you need to retire comfortably -- plus painless ways to get there, even if you're just getting started saving.
November 15, 2013
Retirement Savings Tips for New Grads
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Retirement Savings Tips for New Grads

Start saving for your future early and give yourself more time to become rich.
May 10, 2012
Secrets to Maximizing Social Security
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Secrets to Maximizing Social Security

Despite a temporary shortfall, the nation's primary retirement system continues to pay full benefits. We show you how to make the most of yours.
April 19, 2012
A Sweet Deal on Roth IRA Conversions
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A Sweet Deal on Roth IRA Conversions

The ins and outs of converting 401(k) money to a Roth IRA.
April 13, 2012
The Challenge of Deducting Medical Expenses
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The Challenge of Deducting Medical Expenses

Some married couples could boost their tax break by filing separate returns.
February 6, 2012
How to Choose the Right Annuity for You
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How to Choose the Right Annuity for You

A new generation of annuities are simpler and cheaper.
February 3, 2012
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Take Credit for Your Kids
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Take Credit for Your Kids

Each qualifying child could slash your tax bill by up to $1,000.
February 3, 2012
New Strategies to Ease Into a Secure Retirement
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New Strategies to Ease Into a Secure Retirement

New strategies to design the lifestyle you want and make sure you have the money to pay for it.
February 3, 2012
What to Do When You're Not Quite Ready to Retire
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Retirement

What to Do When You're Not Quite Ready to Retire

Some retirees will work by choice, while many will work out of necessity.
February 3, 2012
Make the Most of Social Security
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Make the Most of Social Security

Consider these moves to maximize your benefits.
February 3, 2012
How to Select a Financial Adviser
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How to Select a Financial Adviser

Selecting a financial adviser is like a job interview -- except you’re the one doing the hiring and the adviser is interviewing for the position of yo…
January 12, 2012
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Tax Prep: Most Can File for Free
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Tax Prep: Most Can File for Free

If your adjusted gross income was $57,000 or less in 2009 (whether you're single or married filing jointly), you can prepare and file simple federal t…
January 1, 2012
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Boomers Feel the Pain
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Boomers Feel the Pain

Social Security recipients may grumble about not receiving a cost-of-living adjustment for the second year in a row, but at least most of them won't s…
January 1, 2012
What If You Can't Pay Your Taxes?
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What If You Can't Pay Your Taxes?

File your return on time anyway to minimize the penalties.
January 1, 2012
Tax Forms: Cracking the Code
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Tax Forms: Cracking the Code

There are a slew of new tax breaks for 2009 returns, but you have to know how to claim them.
January 1, 2012
Last-minute Tax Breaks for the Self-Employed and Moonlighters
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Taxes

Last-minute Tax Breaks for the Self-Employed and Moonlighters

Buy new office equipment before year-end to qualify for extra tax breaks.
December 27, 2011
The Gift Tax: Use It or Lose It
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The Gift Tax: Use It or Lose It

Make people happy while you're still around to hear "thank you"...
December 14, 2011