Latest
-
Best No-Penalty CD Rates
A no-penalty CD is a type of certificate of deposit that allows individuals to withdraw funds early without a fee. Right now, some of the best ones are offering rates of over 4%.
-
Protect Your Retirement: Seven RMD Mistakes to Avoid
Retirement RMD mistakes can lead to IRS tax penalties and in some cases, more taxable income than necessary.
-
Your MAGI in Retirement: Year-End Tax Strategies to Save Money
Taxable Income Strategic moves now can make a difference in your modified adjusted gross income (MAGI) when it’s time to file your return.
-
18 States With 'Death Taxes'
Estate Tax Over a dozen states currently impose federal estate or inheritance taxes on heirs. Here’s where you’ll have to pay.
-
The Kiplinger 25: Our Favorite No-Load Mutual Funds
The Kiplinger 25 The Kiplinger 25 is a list of our top no-load mutual funds that have proven capable of weathering any storm.
-
How to Reduce Your Property Tax
Property Tax Homeowners cannot avoid property taxes, but there are strategies to potentially decrease your bill.
-
Common Holiday Scams to Watch For This Holiday Season
Protect your wallet and peace of mind with these essential tips on how to avoid holiday scams.
-
Tax-Efficient Planning That Provides Potential Tax-Free Income
These long-term strategies may provide tax-free income year after year.
-
Six Year-End Deadlines for Retirees in 2024
Here are six key end-of-year 2024 deadlines that retirees and those saving to retire won't want to miss.
-
Roth or Traditional: How to Choose a Retirement Tax Strategy
When picking which type of 401(k) or IRA is right for you, consider whether you want to save a little on your taxes now — or save a lot more on them later.
-
Buying an Annuity? Avoid These Three Classic Mistakes
Annuities can be a sensible option for retirement, offering steady income in your later years. But these common traps can damage your investment.
-
7 Best Robotics & AI ETFs
ETFs Artificial intelligence could define this decade. These seven AI ETFs provide investors with well-rounded exposure as this technology comes into its own.
-
Florida Tax Guide
State Tax Florida state tax rates and rules for income, sales, property, gas, cigarette and other taxes that impact residents.
-
How Charitable Donations Can Reduce Your Taxes
Tax Breaks Is claiming a charitable donation tax deduction the right choice for you this tax season?
-
Powerball Jackpot Winner Will Get a Hefty Tax Bill
Lottery Taxes Whenever someone wins Powerball, the federal government gets a chunk of the prize from taxes.
-
Stock Market Holidays in 2024 and 2025: NYSE, NASDAQ and Wall Street Holidays
Markets When are the stock market holidays? Here, we look at which days the NYSE, Nasdaq and bond markets are off in 2024 and 2025.
-
How To Convert a Traditional IRA to a Roth After 60
retirement You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have taxing consequences.
-
Do You Have the Five Pillars of Retirement Planning in Place?
A solid retirement plan requires planning in these five areas so you're covered on everything from taxes to health care expenses to what happens to your estate when you're gone.
-
Free (or Cheap) College for Seniors and Retirees in All 50 States
retirement Whether it's to complete a degree, gain new knowledge or just for fun, seniors and retirees can go or get back to school "on the cheap."
-
How to Find the Best Jumbo CD Rates
Check out some of the top jumbo CD rates available today.
-
12 FAQs About Medicare
Medicare When you turn 65, you have to master a new health care system. We’re here to help.
-
Gifting While You're Alive: Tax Benefits and Practical Tips
Why wait until you're gone to help the people and causes you love? Get a jump-start on gifting and see all the good you can do.
-
Should You Help Your Adult Children Buy a Home?
Instead of passing on an inheritance, giving your children cash to buy a home can be a smart move — as long as you’re not jeopardizing your own retirement.
-
The Best Credit Cards to Use When Renting Cars
The best credit cards to use for rental car insurance — now updated for 2024.
-
What’s the Best Medigap Plan?
Medicare The 10 Medigap plans offer different levels of benefits that pay for expenses not covered by original Medicare.
-
Best 401(k) Investments: Where to Invest
Knowing where to find the best 401(k) investments to put your money can be difficult. Here, we rank 10 of the largest retirement funds.
-
Jumpstart Your Charitable Giving With A Donor-Advised Fund
In Association with the Jewish Communal Fund
-
Roth IRA vs. Traditional IRA: Which is Better?
retirement Deciding between a Roth IRA vs. traditional IRA means understanding the differences for tax implications and qualifications.
-
Florida Changes Homestead Exemption Property Tax Break
State Tax Property taxes have skyrocketed nearly 60% within the last five years in Florida, and its constituents are finally doing something about it.
