the Editors of Kiplinger's Retirement Report
Social Security Earnings Tests: 5 Things You Must Know 

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
Reverse Mortgages: 10 Things You Must Know 

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
12 Things You Must Know About Claiming and Maximizing Your Social Security Benefits

Basics
12 Things You Must Know About Claiming and Maximizing Your Social Security Benefits
Claiming Social Security benefits at the right time means more money in your pocket. Here's a guide to everything from knowing your full retirement ag…
March 24, 2021
The Basics of Required Minimum Distributions: 12 Things You Must Know About RMDs

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 

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 

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

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
Retirees, Use Video Chat Freebies to Gather the Family for the Holidays

Smart Buying
Retirees, Use Video Chat Freebies to Gather the Family for the Holidays
Free video conferencing apps have become household names this year as Americans turned to them for virtual gatherings throughout the year.
December 4, 2020
7 Things Medicare Doesn’t Cover

Healthy Living on a Budget
7 Things Medicare Doesn’t Cover
Medicare Part A and Part B leave some pretty significant gaps in your health-care coverage. Here's a closer look at what isn't covered by Medicare.
October 1, 2020
11 Costly Medicare Mistakes You Should Avoid Making

Medicare
11 Costly Medicare Mistakes You Should Avoid Making
If you don't make the right choices to fill in the health coverage gaps, you could end up with high Medicare premiums and big out-of-pocket costs.
October 1, 2020
The Answers to More RMD Questions

retirement
The Answers to More RMD Questions
The CARES Act made 2020 required minimum distributions optional. But what are your next moves?
June 12, 2020
Tax Tip: New Line on Form 1099 for REITs

retirement
Tax Tip: New Line on Form 1099 for REITs
Income from real estate investment trusts can qualify for a new tax deduction on 2018 returns.
March 26, 2019
Retiree Tax Tip: The Age 55 Exception for 401(k)s

retirement
Retiree Tax Tip: The Age 55 Exception for 401(k)s
How to avoid the 10% early-withdrawal penalty when you tap your former employer's 401(k).
January 3, 2019
10 Things You Need to Know About Medicare

Medicare
10 Things You Need to Know About Medicare
Heading into retirement brings a slew of new topics to grapple with, and one of the most maddening may be Medicare.
October 12, 2018
Retiree Tax Tip: Donating Items to Charity

retirement
Retiree Tax Tip: Donating Items to Charity
Generally, the higher the value of your donation, the more records you'll need to gather.
September 28, 2018
Retiree Tax Tip: Tally Taxes on Social Security

retirement
Retiree Tax Tip: Tally Taxes on Social Security
Up to 85% of your Social Security benefits may be taxable depending on your income in retirement.
September 5, 2018
FAQs About RMDs: Don't Blow Your Required Minimum Distributions

required minimum distributions (RMDs)
FAQs About RMDs: Don't Blow Your Required Minimum Distributions
Required minimum distributions are annual withdrawals people generally are forced to start taking from tax-deferred retirement accounts, such as tradi…
July 23, 2018
Your Medicare Questions Answered

retirement
Your Medicare Questions Answered
Medicare plays a critical role in retirees' health care starting at age 65.
May 23, 2018
Your Social Security Questions Answered

social security
Your Social Security Questions Answered
What's the best age to claim Social Security benefits?
May 16, 2018
Taxes on Social Security Can Be a Costly Retirement Surprise

Making Your Money Last
Taxes on Social Security Can Be a Costly Retirement Surprise
Depending on your income, you may owe tax on as much as 85% of your Social Security benefits.
February 22, 2018
Social Security Help: Dividend Income and the Social Security Earnings Test

social security
Social Security Help: Dividend Income and the Social Security Earnings Test
For early claimers, some kinds of income can temporarily reduce your Social Security benefits.
May 25, 2017
Social Security Tips to Maximize Your Benefits

social security
Social Security Tips to Maximize Your Benefits
Answers to real-life questions about Social Security claiming strategies.
March 9, 2017
Why Some People Pay Less for Medicare Than Others

Medicare
Why Some People Pay Less for Medicare Than Others
What you need to know about Medicare premiums -- and how to reduce yours under certain circumstances.
March 3, 2017
6 Tax Factors to Consider When Picking a Retirement Destination

retirement
6 Tax Factors to Consider When Picking a Retirement Destination
It pays to know how much you might pay in state and local taxes before you move.
October 26, 2015
10 Things You Must Know About Roth Accounts

IRAs
10 Things You Must Know About Roth Accounts
Tax-free income is a dream of every taxpayer.
November 22, 2013
6 Essential Documents for Alzheimer's
retirement
6 Essential Documents for Alzheimer's
Prepare these documents, and update older ones, while you still have the decision-making capacity to do so.
January 9, 2013
Top Web Sites on Alzheimer's Disease
retirement
Top Web Sites on Alzheimer's Disease
These resources for patients and caregivers can help provide guidance for dealing with Alzheimer's disease and other forms of dementia.
January 9, 2013