Retirement News, insights and expert analysis on retirement from the team at Kiplinger. 17 States With Scary Estate and Inheritance Taxes Estate Tax Over a dozen states currently impose estate or inheritance taxes on heirs. Here’s where you’ll have to pay. How You Can Guide Your Heirs Through the Great Wealth Transfer Three Creative Ways to Lower Your Retirement Taxes You May Want To Think Twice Before Selling These Four Assets in Retirement Explore Retirement Medicare Annuities Social Security Long-term Care Retirement Plans Retirement Planning Happy Retirement Estate Planning Asset Allocation Inheritance Latest Pets to Paintings: Little Things Can Cause Big Estate Trouble Sentimental items might have little monetary value, but their disposition can cause hurt feelings. Talking about who wants what and labeling items can help. Take Advantage of Retirement Tax Benefits While They Last Recent tax changes, including an extra $6,000 deduction for those 65 and older, present a golden opportunity for retirees to reduce their tax bills. Why Unmarried Same-Sex Couples Need an Estate Plan When illness or death occurs within an unmarried same-sex partnership, family members can step in and push the surviving partner out. An estate plan is vital. How Smart Retirees Turn a Second Home Into a Financial Asset Buying a second home during retirement, especially if your savings are solid, can improve your lifestyle or be a strategic financial choice, but it requires meticulous planning. Required Minimum Distributions (RMDs): Rules, Deadlines, and SECURE 2.0 Changes RMDs Here are some basics to know about RMDs and how these distributions can impact your taxes. RMDs Tax Breaks for Veterans: Retirement Pay, Disability and State Tax Exemptions to Know Veterans Veterans may be eligible for certain federal and state tax benefits. Veterans Average 401(k) Match: Do You Work for a Generous Company? Here is the average 401(k) match and the top 30 companies as measured by their match policies. A generous 401(k) match provides a more secure retirement. My Four Pieces of Advice for Women Anxious About Handling Money Talking about money can help you take control of your finances. Did My $50,000 Starbucks Habit Ruin My Retirement Plan? The real retirement cost may not be as devastating as it seems. Medigap vs Medicare Open Enrollment: What's the Difference? Nearly 10,000 people in America turn 65 every day. Why is that significant? It signals Medicare eligibility and shines a light on Medicare supplement insurance, known as Medigap. 1 2 3 4 5 6 7 8 9 Archives
