Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Lower Your Retirement Taxes: Seven Common RMD Mistakes to AvoidRetirement RMD mistakes can lead to IRS tax penalties and in some cases, more taxable income than necessary.
By Kelley R. Taylor
Retirement -
How to Build a Tax-Efficient Retirement Withdrawal PlanAccumulating retirement wealth is only half the job. How you withdraw it can have a significant impact on taxes, Medicare and what you ultimately get to spend.
By Rick Barnett
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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 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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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
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How to Adopt a Laddered Approach to Investing for RetirementA laddered investing strategy, where you draw from some accounts while allowing others to grow over time, can help support you over a lengthy retirement.
By Michael B. Schwartz
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8 Facts You Need to Know About Stock Market CorrectionsMarkets Scary as they are, drawdowns are a normal part of the investing process. Having a financial plan in place and sticking to it is every investor's best friend.
By Dan Burrows
Markets -
Are You Eligible for the 2027 Federal Saver's Match?If you qualify for the Saver's Match, the government will match your retirement contributions up to 50% of your first $2,000 in savings.
By Jason Bernat
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How to Find Affordable Vision Care After 50Original Medicare covers zero routine eye exams or glasses. Here's how self-pay, warehouse clubs, and vision plans compare on real out-of-pocket costs.
By Maurie Backman
