Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Voters Want Social Security Solvent: Even if It Means Higher TaxesTax Policy Shoring up Social Security to protect future benefits will likely involve major tax changes.
By Kelley R. Taylor
Tax Policy -
Could an Incentive Trust Help Your Child Find Their Way?An carefully structured incentive trust can encourage adult children to be more responsible by only distributing an inheritance when they reach specific goals.
By Klaus Gottlieb, Esq.
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3 Costly RMD Tax Mistakes to Avoid in Your 70sDon't stop tax planning when RMDs start. Making these common tax mistakes in your 70s can result in needlessly generous payments to the IRS.
By Jeremy Keil, CFP®, CFA®, CKA®
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Is a Roth Conversion Worth It? Why Timing Is EverythingIf you're a high earner or have a large sum in pretax retirement accounts, learn how and when to use Roth conversions to minimize future taxes.
By Ariel Dangelo
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We've Saved $2 Million: Is That Enough to Retire at 65?Can you retire at 65 if you've saved $2 million? It all depends on the life you envision, and how much work your portfolio needs to do to support it.
By Jeremy Keil, CFP®, CFA®, CKA®
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10 Spooky Retirement Stats That Will Scare the Bejesus Out of YouThink you have retirement planning down to a science? Consider these scary statistics.
By Donna Fuscaldo
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The 15 Best Retirement Perks You're Missing Out OnRetiree-friendly goods and services are available at no cost — if you know where to look.
By Bob Niedt
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5 Patrick Stewart Quotes Retirees Can Live ByPatrick Stewart lived life to the fullest. Here are five lessons from the legendary actor on taking risks, finding purpose and cultivating community.
By Donna Fuscaldo
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10 Myths About Health Savings AccountsWhen you’re choosing a health plan for the year, one option might be a high-deductible plan that makes you eligible to contribute to a health savings account.
By Kimberly Lankford
