Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
Explore Retirement
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The Ultimate NYC Holiday Trip to Take With Your GrandkidsSkip the crowds. Keep the magic. Plan an elevated, luxury NYC holiday trip designed for you and your grandchildren.
By Donna LeValley
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RMD Paradox: A Healthy Nest Egg Can Hatch a Nasty Tax BillSaving too well can create a big tax problem once required minimum distributions kick in, making proactive income management and strategic withdrawals essential.
By Donald Albach
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5 Key Decisions to Make in Your First Year of RetirementThe first year of retirement is when you finally get to replace the assumptions in your financial plan with real numbers that inform key decisions.
By Michael Pappis, CFP®
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How to Stop a 401(k) From Becoming a Tax Burden in RetirementSaving for retirement in a 401(k) is a smart move, but can also lead to a troublesome tax bill years later. The solution? Diversifying while there's still time.
By Mallon FitzPatrick, CFP®, AEP®, CLU®
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The 6 Best Cruise Lines for RetireesRetirement is the perfect time to set sail! Discover these six standout cruise lines known for ultimate comfort, effortless luxury and unforgettable adventures.
By Kathryn Pomroy
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529 Funds and a Roth IRA: How to Use One to Jumpstart the OtherWant to boost your retirement savings? You can roll over unused funds from your 529 plan into a Roth IRA, tax-free, as long as certain conditions are met.
By Erin Bendig
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How This 529 'Superfund' Strategy Can Transform Your Estate PlanThis 529 strategy — superfunding a 529 — can help you maximize savings for a child or grandchild's education expenses.
By Erin Bendig
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States That Don't Tax Pension IncomeRetirement Taxes More than a dozen states don't tax pension income regardless of your age or how much money you have.
By Gabriella Cruz-MartÃnez
Retirement Taxes -
Florida’s Gulf Coast: Come for the Sun, Stay for the TaxesSouthwest Florida is no longer just a vacation spot. It has evolved into a premier financial haven where wealthy families can protect and grow their fortunes.
By Hood Craddock, CPA
