Rethinking Retirement
Latest
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6 Tax Reasons to Convert Your IRA to a Roth (and When You Shouldn't)Retirement Taxes Here’s how converting your traditional retirement account to a Roth IRA can boost your nest egg — but avoid these costly scenarios.
By Kate Schubel
Retirement Taxes -
The Rubber Duck Rule of Retirement Tax PlanningRetirement Taxes How can you identify gaps and hidden assumptions in your tax plan for retirement? The solution may be stranger than you think.
By Kate Schubel
Retirement Taxes -
The Most Tax-Friendly State for Retirement in 2025: Here It IsRetirement Tax How do you retire ‘tax-free’? This state doesn’t tax retirement income, has a low median property tax bill, and even offers savings on gas. Are you ready for a move?
By Kate Schubel
Retirement Tax -
‘I Play Pickleball in Retirement.’ Is It HSA-Eligible?Retirement Tax Staying active after you retire may be easier with these HSA expenses. But there’s a big catch.
By Kate Schubel
Retirement Tax -
Retire in the Bahamas With These Three Tax BenefitsRetirement Taxes Retirement in the Bahamas may be worth considering for high-net-worth individuals who hate paying taxes on income and capital gains.
By Kate Schubel
Retirement Taxes -
The Problem With 401(k) Catch-Up Contributions for 2024Retirement Plans New rules governing certain 401(k) catch-up contributions caused confusion and raised concern.
By Kelley R. Taylor
Retirement Plans -
Half of Mothers Have Little or No Retirement SavingsMother’s Day comes and goes, but many moms face future financial insecurity because they have little or no retirement savings.
By Kelley R. Taylor
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Retirees: Cohousing is Growing. Is it Right for You?This model of housing is designed to increase interaction. For some retirees, this is a draw. But you should know the details.
By Susan J. Wells
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Caregivers Share Their StoriesCaregiving Readers' own perspectives on the struggles and triumphs of caregiving.
By Janet Bodnar
Caregiving
