Retirement
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Gift and Estate Tax vs Capital Gains Tax: Which Is Less?
Capital gains tax rates might be lower than the gift and estate tax rate, but how you handle your estate and whether you use a trust can make a big difference in taxes owed.
By Rustin Diehl, JD, LLM Published
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How to Use 'Giving While Living' In Estate Planning
If you want to give an inheritance while you're alive, there are many points to think through, including what you can afford and what the rules are around giving.
By Sandra Block Published
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Five Ways to Lower Your Risk in Retirement
If you're losing sleep at night worrying about your investments, you might want to consider the benefits of protecting at least some of your principal.
By Mike Decker, NSSA® Published
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What Could a Harris Presidency Mean For Social Security and Medicare?
A look at Kamala Harris' stances on Social Security and Medicare, including her history with the programs.
By Kathryn Pomroy Published
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What Could a Trump Presidency Mean For Social Security and Medicare?
Kiplinger looks at Donald Trump's stances on Social Security and Medicare, including what he did as president.
By Kathryn Pomroy Published
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Want to Move to Portugal? What to Consider Financially
Knowing what to expect when it comes to your taxes, investments, real estate, Social Security benefits and other money-related issues is critical.
By Alex Ingrim, Chartered MCSI Published
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The Best Places to Retire in New England
places to live Thinking about a move to New England for retirement? Here are the best places to land for quality of life, affordability and other criteria.
By Stacy Rapacon Last updated
places to live -
Worst Places to Retire in the U.S.
Whether it reflects the quality of life, quality of healthcare or affordability, Kentucky ranks last as a retirement destination on WalletHub's 2024 survey.
By Kathryn Pomroy Last updated
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The Three Biggest Retirement Planning Gaps I See Among DIYers
Consulting with a professional, especially when it comes to insurance and taxes, could save you a ton of time and hassle and money.
By Evan T. Beach, CFP®, AWMA® Published