Features
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Avoid Estimated Tax Payments in Retirement With RMD WithholdingRMDs If you don't need the money to live on, wait until December to take your RMD, and ask the sponsor to withhold a big chunk for the IRS.
By Kevin McCormally
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5 Safe Dividend Stocks for High, Reliable IncomeGenerous yields are sometimes built on rickety foundations. But the above-average yields from these safe dividend stocks are also well-covered.
By Kyle Woodley
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5 Little-Known Senior Property Tax Breaks in 2026Retirement Tax These lesser-known senior programs can deliver key property tax savings — if you know where to look.
By Kate Schubel
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Silver Has Lost Its Shine: Buy the Dip?Silver was riding high earlier this year, but interest has waned now prices have pulled back. For the right investors, that presents interesting opportunities.
By Michael Joseph, CFA
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Why Women Are Better Investors and How to Use Your EdgeStudies show women often outperform men by trading less impulsively, not chasing hot stocks, doing more due diligence and having the patience to buy and hold.
By Abraham S. Perez, CFP®
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5 Best ETFs to Help You Earn Passive Investment IncomeYou can get above-average distributions on a monthly basis, balancing tax-efficiency and high yield, with the best ETFs for passive investment income.
By Tony Dong, MSc, CETF
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The $3,000 IRS Rule That Can Lower Your Taxable IncomeTax Breaks Selling investments at a loss before year-end could lower your 2026 tax bill and potentially reduce taxable income in future years.
By Kelley R. Taylor
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It's Time to Check and Update Your BeneficiariesOutdated beneficiary designations can disrupt your estate plan. Learn which accounts to review, when to update beneficiaries and why it matters.
By Choncé Maddox
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Flexibility Helps This Top Fidelity Bond Fund ThriveManagers of Fidelity Strategic Income, a top Kiplinger fund pick, shift allocations based on opportunity, which has helped it outperform.
By Nellie S. Huang
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Cut Taxes on 401(k) Company Stock With the NUA RuleKnowing about net unrealized appreciation (the gap between what you paid for your company shares and what they're now worth) could save you thousands in taxes.
By Scott Schwitzer
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5 Qs to Ask a Financial Adviser About an Inherited Stock PortfolioInheriting a stock portfolio comes with big decisions. Before making any sudden moves, ask yourself and your adviser these questions to protect your wealth.
By Coryanne Hicks
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Working Remotely Abroad? What to Know About Your PaycheckIf you're going to work for a U.S. company abroad, establish your employment structure and payroll plan before you move to avoid tax and cash-flow headaches.
By Nicolás Castillo, CPA
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Medicare Premiums 2026: IRMAA Brackets and Surcharges for Parts B and DDo you have to pay the monthly Medicare premium surcharge this year? It depends.
By Donna LeValley
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What You Must Know About the Different Parts of MedicareMedicare Medicare can be complicated but we've got you covered. Here is a quick guide to the different benefits provided through each part.
By Jackie Stewart
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How Real Families Are Handling The Great Wealth TransferKiplinger is exploring the Trillion Dollar Talk. Join us to see what we've found and how we can help you.
By Lisa Gerstner
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12 Things You Need to Know About MedicareMedicare There's Medicare Part A, Part B, Part D, Medigap plans, Medicare Advantage plans and so on. We sort out the confusion about signing up for Medicare — and much more.
By Catherine Siskos
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Is Navy Federal's New Travel Card Worth the $95 Annual Fee?If you're looking for a new travel credit card with a simple rewards structure, Navy Federal's new card could be the right fit. Discover its perks and trade-offs.
By Sean Jackson
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The Wash Sale Rule: Six Things to Know to Avoid Tax PitfallsInvesting The wash sale rule is important when you are selling and rebuying stocks to offset losses.
By Kelley R. Taylor
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Is a Living Trust the Right Move for Your Estate Plan?A living trust protects your loved ones and simplifies your estate. Sometimes called a "revocable trust," it can avoid the cost of probate.
By Adam Shell
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Is the Small-Cap Stock Rally for Real This Time?Small caps have been climbing the charts in recent months on AI enthusiasm, and many believe this rebound has more room to run.
By Nellie S. Huang
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8 Retirement Tax Strategies Your CPA Won't ShareTax preparation calculates what you owe for the previous year, but tax planning helps lower your lifetime tax bill — and is vital for retirees with pensions.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Tax Fact vs Myth: How Much of Your Inheritance Actually Gets Taxed?Quiz Receiving an inheritance is typically less taxable than you might think.
By Kelley R. Taylor
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How the Energy Crisis Is Changing Real Estate InvestingFrom strategic 1031 exchanges to 100% bonus depreciation and Opportunity Funds, this is how savvy investors are turning global turbulence into long-term wealth.
By Daniel Goodwin
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6 Steps to Acting as a CFO for Your Aging ParentsAs asset-rich baby boomers age, adult children are stepping into the role of Family CFO long before they inherit — managing everything from finances to estate plans.
By Adam Shell
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Does Your Charitable Giving Plan Need an Overhaul?Creating an intentional charitable giving plan allows you to align your contributions with your core values while making the most of your tax benefits.
By Marguerite Weese, JD, LL.M.
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Test Your Great Wealth Transfer Knowledge With Our QuizHow much do you know about the massive wealth about to change hands?
By Donna Fuscaldo
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Before You Leave Your Home to Your Children, Ask These QuestionsBefore leaving your home to your children, ask these questions about costs, taxes, sibling dynamics and what your children actually want.
By Carla Ayers
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The Most Tax-Efficient Ways to Leave Investments to Your ChildrenPlanning for death (and taxes) isn't fun, but it is necessary. And leaving investments to your children in a tax-efficient way is a good thing.
By Jeff Reeves
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We Asked 5,000 Americans About Inheritance. Here's What We LearnedOur exclusive national survey on inheritance reveals how adult children and parents are — and are not — working together to make the most of assets built over a lifetime.
By Diane Harris
