Basics
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How Snowbirds Can Establish Residency in Florida for Tax Purposes
retirement Snowbirds in the Sunshine State who want to avoid state income taxes in retirement must satisfy the Florida residency requirements.
By Rocky Mengle • Last updated
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What to Do With Your Former Employer’s 401(k)
Basics Leave it behind, move it to your new job’s plan, or roll it over to an IRA. Each of the options has pros and cons.
By Emma Patch • Published
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12 Things You Must Know About Claiming and Maximizing Your Social Security Benefits
Basics 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 age to taking Social Security spousal benefits.
By Sandra Block • Last updated
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7 Things Medicare Doesn’t Cover
Healthy Living on a Budget Medicare Part A and Part B leave some pretty significant gaps in your health-care coverage. But Medicare Advantage has problems, too.
By the Editors of Kiplinger's Retirement Report • Last updated
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The FIRE Movement Is Alive and Well
Basics The pandemic didn’t derail the Financial Independence, Retire Early movement. In fact, it gave it new life.
By Lisa Gerstner • Published
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What Does Your Credit Score Really Mean?
Basics Your score helps lenders assess the likelihood you’ll repay a loan. It can also help you assess your credit health.
By Emma Patch • Published
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2021 Holiday Tipping Guide: 18 People You Should Remember
Basics Service workers deserve special recognition for the help they provide during COVID. That makes holiday tipping all the more important this year.
By Emma Patch • Published
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Traditional IRA Basics: 10 Things You Must Know
Basics A traditional IRA can be a powerful retirement-savings tool but you need to understand contribution limits, RMDs, rules for beneficiaries under the SECURE Act and more.
By Jackie Stewart • Last updated
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11 Costly Medicare Mistakes You Should Avoid Making
Medicare If you don't make the right choices, you could end up with high Medicare premiums and big out-of-pocket costs.
By the Editors of Kiplinger's Retirement Report • Last updated