Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
Explore Retirement
Latest
-
Should You Convert a Traditional IRA to a Roth After 60?retirement You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have tax consequences.
By Kimberly Lankford
retirement -
Why You Shouldn't Put All Your Money Into Roth IRAsConverting a tax-deferred account to a Roth can be a good strategy for lowering future taxes, but moving all of your money at once is typically not recommended.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
-
The Retirement Birthday Quiz: Test Your Milestone KnowledgeQuiz Navigating retirement rules means tracking key milestone ages. Test your timeline IQ with our quick quiz before making your next move.
By Donna LeValley
Quiz -
Roth Conversions: The Golden Tax Planning WindowIf a drop in income at retirement has put you in a lower tax bracket, find out whether tactical Roth conversions now could reduce your tax liability forever.
By Jeremy Keil, CFP®, CFA®, CKA®
-
Grandparents' Guide to 529 Plans for College and Private SchoolK-12 tuition, tax breaks, and Roth IRA rollovers: How grandparents can make the most of a 529 plan.
By Joy Taylor
-
Medicare Supplement Rates: How to Save MoneyYour Medigap plan could be much cheaper with another carrier. It's easier than you might think to switch — but beware of the timing trap that can trip you up.
By Hans Scheil, CFP®, CLU®, ChFC®, CASL®, CLTC®
-
6 Steps to Choosing an ExecutorDefaulting to the oldest child isn't always the best move. Follow these guidelines to select a trustworthy executor and keep the peace among your heirs.
By Donna LeValley
-
Retirees, Here's How to Make a Medigap Switch to Save MoneyMaking Your Money Last Kiplinger provides guidance on how to make a Medicare Medigap switch to get the best plan for your budget.
By David Rodeck
Making Your Money Last -
How Medigap Insurance Is Affected by Preexisting Conditionsinsurance Delaying enrollment in a medigap policy can lead to higher premiums and denial of coverage in most states.
By Kimberly Lankford
insurance
