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Rachel L. Sheedy

Editor
Kiplinger's Retirement Report

Latest Features

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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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.

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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.

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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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IRAs
August 2017

Tax Trap Snares Young IRA Heirs

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

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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.

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Health Care & Insurance
June 2017

Medicare Surcharge Thresholds to Drop

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

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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.

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