Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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The Emotional Side of Retiring: Six Steps to Help You Move On
Retiring is tough as you face the loss of your work identity and purpose. Here are six steps to help you adjust mentally and find a new sense of daily connection.
By Kathryn Pomroy
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How IRAs Impact Social Security
Do your traditional IRA distributions count as income that could lower your Social Security benefits? It depends.
By Tom Taulli
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4 Out-Of-The-Box Retirement Moves the Wealthy Swear By
A 401(k) isn't the only way to fire up your savings. There are other tax-smart ways to build a nest egg, including these four out-of-the-box moves used by the richest retirees.
By Donna Fuscaldo
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Ask the Tax Editor: IRAs
Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on IRAs
By Joy Taylor
Ask the Editor -
My wife wants us to retire at 65 for Medicare, but I'm ready now.
I'm 62 and want to retire, travel and have fun, but my wife says we should get Medicare first. We ask wealth advisers for help.
By Donna Fuscaldo
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4 Pro Tips for Successfully Scaling the Medicare Mountain
Attempting to conquer Medicare without a plan is risky. The safest route requires a thorough understanding of your options and never leaves decisions to chance.
By Cathy DeWitt Dunn, CDFA®, FRC®
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Why Charitable Remainder Trusts Team With Donor-Advised Funds
If a charitable remainder trust puts too many constraints on your family's charitable giving, consider combining it with a donor-advised fund for more control.
By Mark Marrazzo
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The Illinois 'Cliff Tax': How a Single Dollar Can Push You Over
Illinois' estate tax "threshold" (rather than "exemption") can surprise families, but proactive planning can help preserve more for heirs and charitable causes.
By Scott Tucker, Investment Adviser Representative
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How Smart Retirees Turn a Second Home Into a Financial Asset
Buying a second home during retirement, especially if your savings are solid, can improve your lifestyle or be a strategic financial choice. But it requires meticulous planning.
By Kathryn Pomroy
