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Kiplinger's Retirement Report
The clock is ticking to make tax-saving moves by year-end. Whether you’ve been procrastinating or strategically waiting to fine-tune your 2018 tax planning, the time to act is now. Consider these last-minute ...
See More From: Tax Planning
A possible workaround: See if you qualify for a Medicare surcharge waiver.
See More From: Medicare
Heirs are responsible for the last required minimum distribution when someone dies. Here's how it works.
See More From: Required Minimum Distributions (RMDs)
The coming tax-filing season will be full of twists and turns. New tax forms should be in place. Old, familiar tax breaks are gone, replaced by new breaks and new tax-saving opportunities. And the new, ...
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 Social Security ...
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The window is closing fast to ask your IRA custodian to put that Roth money back into a traditional IRA before the break disappears for good.
See More From: Roth IRAs
Building up a Roth nest egg can pay off in spades for retirees. Money in a Roth IRA grows tax-free, and the account doesn’t have required minimum distributions—so you withdraw the money only when you ...
Strategies for getting the most money by timing your claims.
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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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 ...
See More From: Making Your Money Last
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.
Taxpayers, including high-income retirees, who've been snared by the AMT before have a better chance of being spared in 2018 and beyond.
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.
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.