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Kiplinger's Retirement Report
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.
See More From: Medicare
Taxpayers, including high-income retirees, who've been snared by the AMT before have a better chance of being spared in 2018 and beyond.
See More From: Tax Planning
Knowing the rules for inheriting IRAs can help avoid simple mistakes that come with big consequences.
See More From: Estate Planning
Plot a Social Security claiming strategy now to ensure the surviving wife or husband will be eligible for the most Social Security income later.
See More From: Social Security
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.
Only 17 states, plus Washington, D.C., still have estate taxes or inheritance taxes (or both) on the books.
Bone up on strategies that will get you the maximum Social Security benefits you've earned.
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 ...
All is not lost for those who start saving fiercely later in life.
See More From: Saving for Retirement
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
Find out if, and why, you'll be paying more.
Keys to helping your portfolio survive a downturn.
See More From: Making Your Money Last
Shopping for a new Medicare Part D or Medicare Advantage plan for 2018 could save you money.
See More From: Health Care & Insurance
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
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.
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 ...
Beware the “kiddie tax,” which applies to unearned income (including distributions from traditional IRAs).
See More From: IRAs