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Rachel L. Sheedy

Editor
Kiplinger's Retirement Report

Latest Features

Social Security
August 2018

Maximize Social Security Benefits for Surviving Spouses

Strategies for getting the most money by timing your claims.

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SLIDE SHOW
August 2017

What You Must Know About Social Security

For many Americans, Social Security benefits are the bedrock of retirement income. Maximizing that stream of income is critical to funding your retirement dreams. The rules for claiming benefits can ...

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SLIDE SHOW
July 2018

FAQS About Passing an IRA to Your Heirs

How to best leave IRA assets to heirs has long been a popular topic among Kiplinger's Retirement Report readers. And the response to our recent cover story, "How Heirs Can Maximize an IRA", left no doubt ...

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SLIDE SHOW
June 2018

Midyear Moves for Retirees to Rein In Tax Tabs

Halfway through the tax year is always a good time to assess where you stand with Uncle Sam. You can see how the year’s tax bill is taking shape while you still have plenty of time to make tax-saving ...

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Medicare
May 2018

Medicare Part D Drug Coverage Gap Closing at Faster Clip

Retirees should spend less on brand-name prescriptions in 2019, but it's still a good idea to compare Part D options during open enrollment this fall.

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Tax Planning
May 2018

Tax Reform Blunts the Bite of the AMT

Taxpayers, including high-income retirees, who've been snared by the AMT before have a better chance of being spared in 2018 and beyond.

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Estate Planning
May 2018

How Heirs Can Maximize an Inherited IRA

Knowing the rules for inheriting IRAs can help avoid simple mistakes that come with big consequences.

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Social Security
April 2018

Social Security Survivors Benefit: Plan for Loss of a Spouse

Plot a Social Security claiming strategy now to ensure the surviving wife or husband will be eligible for the most Social Security income later.

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Medicare
March 2018

Hefty Income Hikes Medicare Costs as Surcharges Kick In

Medicare premiums for Part B and Part D can increase significantly for beneficiaries with high earnings. Here's how to avoid income-based Medicare surcharges.

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Estate Planning
March 2018

State Death Taxes Continue to Die Out

Only 17 states, plus Washington, D.C., still have estate taxes or inheritance taxes (or both) on the books.

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Social Security
February 2018

Passing the Social Security Benefits Earnings Test

Bone up on strategies that will get you the maximum Social Security benefits you've earned.

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SLIDE SHOW
February 2018

New Tax Law: 8 Smart Tax Strategies for Retirees

The federal tax code is undergoing its first significant makeover in 30 years. The new tax law, most of it effective just days after President Trump signed it right before Christmas, installs a bevy of ...

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Saving for Retirement
February 2018

Boost Your Nest Egg in the Retirement Homestretch

All is not lost for those who start saving fiercely later in life.

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Annuities
January 2018

When a Pension Turns into an Annuity

More companies have been making the move as administrative costs rise and as pension liabilities become more transparent on corporate balance sheets.

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Medicare
January 2018

Medicare Part B Premiums Rise for Some

Find out if, and why, you'll be paying more.

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Making Your Money Last
November 2017

Retirees, Fend Off the Risk of Bad Returns

Keys to helping your portfolio survive a downturn.

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Health Care & Insurance
October 2017

Guide to Medicare Open Enrollment for 2018

Shopping for a new Medicare Part D or Medicare Advantage plan for 2018 could save you money.

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