retirement
Social Security Recipients, Veterans Must Act Now to Get Extra $500 Stimulus Check
Social Security Recipients, Veterans Must Act Now to Get Extra $500 Stimulus Check
The deadline for seniors and veterans to request an additional $500 stimulus check for a dependent child is approaching fast. See how you can claim yo…
September 25, 2020
Trump Promises $200 Prescription Drug Card for Seniors
Trump Promises $200 Prescription Drug Card for Seniors
Medicare beneficiaries will soon receive a debit card in the mail that they can use to pay for prescription drugs.
September 25, 2020
How To Buy a Roth IRA When You Make Too Much To Qualify For One
How To Buy a Roth IRA When You Make Too Much To Qualify For One
With their tax-free growth and tax-free withdrawals, Roth IRAs are a great deal — if you qualify. If you don’t, well, there’s still a way to get into …
September 23, 2020
High-Tech Aids for Aging in Place
High-Tech Aids for Aging in Place
Apple Watch and other technology provides fast feedback, comfort for older users, and a powerful assist for caregivers.
September 23, 2020
The Annuity With a Tax-Planning Twist
The Annuity With a Tax-Planning Twist
A qualified life annuity contract helps retirees with guaranteed payments to last their entire lives.
September 21, 2020
Subscribe to Kiplinger's Personal Finance
Be a smarter, better informed investor.
Don’t Be Paralyzed by Uncertainty
Don’t Be Paralyzed by Uncertainty
You definitely need a plan, because what’s ahead could be scarier than what’s behind us.
September 21, 2020
Now’s the Time for Estate Tax Planning
Now’s the Time for Estate Tax Planning
There's a wealth of opportunity with IRS interest rates at an all-time low and the federal estate and gift tax exemption at an historic high.
September 18, 2020
10 of the Best Target-Date Fund Families
10 of the Best Target-Date Fund Families
The best target-date funds are a 'set it and forget it' approach to your retirement, but which fund family should you trust your money?
September 17, 2020
Insurance for Long-Term Care at Home
Insurance for Long-Term Care at Home
In the wake of COVID-wracked nursing homes, increasingly more people are looking at options to age in place with long-term care insurance.
September 17, 2020
A Step-by-Step Guide to Being an Estate Executor
A Step-by-Step Guide to Being an Estate Executor
Whether you’re planning ahead for your own heirs or have been asked to serve as an executor of an estate for someone else, it pays to understand what …
September 17, 2020
What Trump's Payroll Tax Cut Will Mean for You
What Trump's Payroll Tax Cut Will Mean for You
President Trump issued an executive order to suspend the collection of Social Security payroll taxes. How much could it save you?
September 17, 2020
5 Unfortunate Estate Planning Myths You Probably Believe
5 Unfortunate Estate Planning Myths You Probably Believe
These all-too-common misconceptions can steer your estate plans in the wrong direction right from the start. Here’s how to overcome them and tips to b…
September 17, 2020
Medicare Basics: 11 Things You Need to Know
Medicare Basics: 11 Things You Need to Know
There's Medicare Part A, Part B, Part D, medigap plans, Medicare Advantage plans and so on. We sort out the confusion about signing up for Medicare --…
September 16, 2020
10 Things You'll Spend More on in Retirement
10 Things You'll Spend More on in Retirement
From reading materials to debt, the demands on your savings during your golden years might surprise you.
September 16, 2020
10 Things You'll Spend Less on in Retirement
10 Things You'll Spend Less on in Retirement
We spend a lot of time worrying about running out of cash in retirement. But you might be surprised to see some of the things you'll find yourself spe…
September 16, 2020
When Elder Care Requires Legal Advice
When Elder Care Requires Legal Advice
Consult an elder care lawyer preemptively to avoid making a panicked phone call in the moment.
September 15, 2020
Retirees, Create An Emergency Fund for Rental Property
Retirees, Create An Emergency Fund for Rental Property
Build a cushion to protect your income from an unforeseen crisis.
September 15, 2020
25 Small Towns With Big Millionaire Populations
25 Small Towns With Big Millionaire Populations
Large concentrations of high-net-worth households are found in surprising locales across the U.S. Check out the latest list of American small towns te…
September 15, 2020
Take Charge of Your Portfolios, Ladies
Take Charge of Your Portfolios, Ladies
When it comes to investing, too many women learn the hard way that disengaging is a mistake.
September 14, 2020
Take These Steps to Make Your Finances Impenetrable to Threats
Take These Steps to Make Your Finances Impenetrable to Threats
Your home’s windows keep out all sorts of threats. A good financial plan — one that’s resistant to cracks — does the same thing.
September 14, 2020
6 Ways the Pandemic Has Been a Dress Rehearsal for Retirement – and How You Can Take Advantage
6 Ways the Pandemic Has Been a Dress Rehearsal for Retirement – and How You Can Take Advantage
What do lockdowns and retirement have in common? Quite a bit. And the parallels can be helpful in your retirement planning.
September 10, 2020
Uncle Sam’s Bite of Social Security
Uncle Sam’s Bite of Social Security
Retirement surprise: As much as 85% of Social Security benefits are subject to tax when provisional income exceeds $34,000 on a single return or $44,0…
September 10, 2020
Qualifying for Social Security Spousal and Survivor Benefits
Qualifying for Social Security Spousal and Survivor Benefits
A guide for spouses, ex-spouses, widows and widowers on their Social Security benefits and how to make the most of them.
September 8, 2020
Guidance on Choosing the Right Trustee (or Trustees) for Your Estate
Guidance on Choosing the Right Trustee (or Trustees) for Your Estate
From a spouse or child to a bank or lawyer, you have several options to consider when selecting a trustee for your estate. To help make your decision,…
September 8, 2020
A Kiplinger-Alliance for Lifetime Income Poll: Americans & Retirement Security
A Kiplinger-Alliance for Lifetime Income Poll: Americans & Retirement Security
The majority of respondents in our poll would welcome more guaranteed income.
September 8, 2020