Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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'Boomer Candy' Investments Might Seem Sweet, But Beware
Products such as index annuities, structured notes and buffered ETFs might seem appealing, but sometimes they can rob you of flexibility and trap your capital.
By Mike Palmer, CFP
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Question: Are You Planning for a 20- or 30-Year Retirement?
You probably should be planning for a much longer retirement than you are. To avoid running out of retirement savings, you really need to make a plan.
By Bryan Pinsky
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How to Steer Clear of the Medicare Tax Torpedo
Better beware, because if you go even $1 over an important income threshold, your Medicare premiums could rise exponentially due to IRMAA surcharges.
By John J. Gardner, IAR
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Having No Life Insurance Is Like Driving Without a Seat Belt
Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a GoFundMe when you're gone.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS
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3 Year-End Tax Moves You Can't Afford to Miss
Don't miss out on this prime time to maximize contributions to your retirement accounts, do Roth conversions and capture investment gains.
By Daniel Razvi, Esquire
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A Tax Diversification Strategy for Your Retirement Income
Spreading savings across three "tax buckets" — pretax, Roth and taxable — can help give retirees the flexibility to control when and how much taxes they pay.
By Kyle Hammerschmidt, Investment Adviser
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Could an Annuity Be Your Retirement Safety Net?
More people are considering annuities to achieve tax-deferred growth and guaranteed income, but deciding if they are right for you depends on these key factors.
By Ken Nuss
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Older Taxpayers: Don't Miss This Hefty (Temporary) Tax Break
If you're age 65 or older, you can claim a "bonus" tax deduction of up to $6,000 through 2028 that can be stacked on top of other deductions.
By Brian Gray
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Meet the World's Unluckiest — and Entitled — Porch Pirate
This teen swiped a booby-trapped package that showered him with glitter, and then he hurt his wrist while fleeing. This is why no lawyer will represent him.
By H. Dennis Beaver, Esq.
