Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Inherited an IRA? Key Distribution Rules to Know
Inherited IRA Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.
By Kelley R. Taylor
Inherited IRA -
What is the IRMAA (Income-Related Monthly Adjustment Amount)?
IRMAA is a surcharge added to your Medicare Part B and Medicare Part D prescription drug coverage premiums if your income is above a certain level. Here's what you need to know.
By Donna LeValley
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I'm 58 and dating again, but women just seem to care about the size of my bank account.
Does size matter? We ask experts in dating, financial planning and law for advice.
By Maurie Backman
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Why 'Locking' Your Social Security Number Is the New Credit Freeze
Here is how to keep your Social Security number private in an age of aggressive cybercriminals.
By Donna LeValley
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These Retirement Planning Steps Protect the Life You Want
This kind of planning focuses on the intentional design of your estate, philanthropy and long-term care protection.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®)
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Fixed Indexed Annuities and Bonds: The Perfect Match?
The prospect of more interest rate cuts has investors wondering how to enhance the bond portion of their portfolio. A fixed indexed annuity could be the answer.
By Keith Wiltfong, CFP®, CIMA®
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'Fee-Only' and 'Fiduciary': Why You Must Know the Difference
The terms fiduciary and fee-only are not interchangeable. Knowing the difference ensures investors get the advice and the consumer protection they need.
By David Bromelkamp
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Retirees' Guide to Dos and Don’ts of Business Partnerships
Making Your Money Last Know some of the business partnership pros and cons before diving in. A business partnership agreement is a good place to start.
By Katherine Reynolds Lewis
Making Your Money Last -
Estate Planning Checklist: 13 Smart Moves
retirement Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.
By Janet Kidd Stewart
retirement
