See All Authors »

Rachel L. Sheedy

Editor
Kiplinger's Retirement Report

Latest Features

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 ...

See More From: Tax Planning

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.

See More From: Saving for Retirement

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.

See More From: Annuities

Medicare
January 2018

Medicare Part B Premiums Rise for Some

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

See More From: Medicare

Making Your Money Last
November 2017

Retirees, Fend Off the Risk of Bad Returns

Keys to helping your portfolio survive a downturn.

See More From: Making Your Money Last

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.

See More From: Health Care & Insurance

Mortgages & Refinancing
September 2017

New Rules for Reverse Mortgages

The government is changing the loan's insurance costs and reducing how much applicants can borrow—and the window for borrowing under the old rules is closing fast.

See More From: Mortgages & Refinancing

Annuities
August 2017

Decode Annuities to Find the Best Fit

A stream of guaranteed income from an annuity can provide peace of mind that essential expenses will be covered if you live well into your eighties or nineties.

See More From: Annuities

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 ...

See More From: Social Security

IRAs
August 2017

Tax Trap Snares Young IRA Heirs

Beware the “kiddie tax,” which applies to unearned income (including distributions from traditional IRAs).

See More From: IRAs

Health Care & Insurance
July 2017

Going Abroad? Check Your Health Coverage

Before you pack your bags and jet off around the world, learn what your health insurance covers in case of a medical emergency abroad.

See More From: Health Care & Insurance

Health Care & Insurance
June 2017

Medicare Surcharge Thresholds to Drop

More beneficiaries who are considered high earners will be hit with steeper fees.

See More From: Health Care & Insurance

Medicare
May 2017

9 Things You Must Know About Medicare's High-Income Surcharges

Here's what you need to know about who gets charged and why, as well as when the fees can be waived.

See More From: Medicare

Mortgages & Refinancing
April 2017

How Retirees Can Use Their Home's Wealth as an Emergency Fund

The standby reverse mortgage strategy offers boomers a way to boost their retirement income.

See More From: Mortgages & Refinancing

401(k)s
April 2017

When Not to Roll Over a 401(k) to an IRA

Comparing your investment choices and costs can aid in deciding if a rollover is the right move.

See More From: 401(k)s

Roth IRAs
March 2017

Roth Conversions May Be Boon for Heirs

A new study shows the benefit of converting sooner for your loved ones.

See More From: Roth IRAs

Required Minimum Distributions (RMDs)
March 2017

RMD Tips: When Your IRA Holds an Annuity

If your IRA holds an annuity, you may or may not have to include its value when figuring your required minimum distribution.

See More From: Required Minimum Distributions (RMDs)

Show More Stories