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Kiplinger's Retirement Report
Manage withdrawals from multiple retirement accounts carefully to avoid surprises (and penalties).
See More From: IRAs
Degrees of legal protection differ for 401(k)s and IRAs.
See More From: Saving for Retirement
This tax-saving move will result in more money in your pocket if you inherit employer stock.
See More From: Tax Tips
Social Security benefits have long been a critical part of Americans’ retirement income plans. After all, the monthly benefits provide a stream of income that is adjusted for inflation annually and can’t ...
See More From: Social Security
The IRS is reducing the number of schedules and improving the form to make it less confusing.
See More From: Tax Prep & Filing
Easier-to-read form highlights retirement income streams and other tax benefits for citizens 65 and older.
You'll need to crunch some numbers before you contribute more toward your qualified longevity annuity contract for retirement.
See More From: Annuities
As July Fourth nears, there are fireworks to enjoy and cookouts to attend. But in the midst of all the celebrating, assess where you stand with Uncle Sam halfway through the tax year. “It’s a good ...
See More From: Tax Planning
Nixing the age cap for contributions and raising the age to start required minimum distributions could affect workers, retirees and heirs.
An inherited 401(k) can be a lasting legacy, but the windfall needs to be handled carefully to maximize the inheritance and minimize taxes. Your relationship to the deceased and the 401(k) plan’s own ...
See More From: 401(k)s
There are several options for penalty relief if you end up owing more in taxes than you anticipated.
After decades of squirreling away money in tax-advantaged retirement accounts, investors entering their seventies have to flip the script. Starting at age 70½, Uncle Sam requires taxpayers to draw down ...
See More From: Required Minimum Distributions (RMDs)
As you complete your 2018 tax return, turn some attention to your tax plans for 2019. Although tax reform triggered a slew of major changes in 2018, the landscape has settled this year. In terms of tax ...
Down 650 points one day. Up more than 1,000 points the next. Down 660 points another day. That was the Dow Jones industrial average’s performance just during one recent week.
How should investors ...
See More From: Markets
If you're a boomer turning 66 in 2019, you should take advantage of this claiming strategy to boost your retirement income.
When ringing in a new year, many people resolve to be better organized or improve how they manage their finances. “On January 1st, you should be waking up thinking, ‘What is my overall game plan for ...
See More From: Financial Planning
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 ...