Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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How Roth Conversions Can Help Your Family Avoid an IRA Tax TrapYour spouse and children could be bumped into higher tax brackets if you leave them a substantial sum in an IRA. Partial Roth conversions now can help.
By Craig Kirsner, Investment Adviser Representative
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The 3 Pillars You Need Before You Build Your Estate PlanEffective estate planning is built on proactive "life planning" that manages investments, taxes and long-term care so you're able to leave a lasting legacy.
By John Vandergriff
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Entrepreneurs are Missing This Wealth-Building OpportunityBusiness owners should start exit and estate planning years before a potential sale. Waiting until the deal is on the table can cost you millions in taxes.
By Bill Baynard
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5 Costly RMD Mistakes That Will Put a Dent in Your SavingsLike your golden years, RMDs creep up on you quicker than you think. Planning ahead can prevent you (and your heirs) getting hit with penalties and extra taxes.
By Larry Martin, CFP®, ChFC®, RICP®
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5 Questions 1031 Exchangers Should Ask Before Buying a DST1031 exchange investors have more options than ever to build their portfolios. Here are the risks and questions to ask when choosing sponsors to work with.
By Daniel Goodwin
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Does Your Estate Plan Have a Context Gap?Traditional estate planning is excellent at handling the transfer of assets, but often doesn't explain the reasons why you did it the way you did.
By Teresa Green
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5 Retirement Conversations Couples Must Have Ahead of TimeTwo people can spend years saving for retirement and never once discuss what they actually want from it. A few hard conversations now can prevent trouble later.
By Michael Pappis, CFP®
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The Potential Complications of Working Past Retirement AgeA growing number of Americans are working past retirement age. But what happens to Social Security, tax and healthcare when you keep on working?
By Cathy DeWitt Dunn, CDFA®, FRC®
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2 Awkward Talks to Have With Your Kids Before They're 18The teenage years are tricky for kids and parents, but they're the right time to start talking openly about money and what you'd do in a medical emergency.
By Stephen B. Dunbar III, JD, CLU
