Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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How Roth Conversions Can Help Your Family Avoid an IRA Tax TrapYour spouse and children could be bumped into higher tax brackets if you leave them a substantial sum in an IRA. Partial Roth conversions now can help.
By Craig Kirsner, Investment Adviser Representative
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5 Costly RMD Mistakes That Will Put a Dent in Your SavingsLike your golden years, RMDs creep up on you quicker than you think. Planning ahead can prevent you (and your heirs) getting hit with penalties and extra taxes.
By Larry Martin, CFP®, ChFC®, RICP®
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5 Retirement Conversations Couples Must Have Ahead of TimeTwo people can spend years saving for retirement and never once discuss what they actually want from it. A few hard conversations now can prevent trouble later.
By Michael Pappis, CFP®
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From Family History to Daily Habits: 4 Signs Longevity Is on Your SidePlanning for a long retirement is a high-stakes math problem. Check these 4 longevity green flags to see if you have the habits and the history to beat the averages.
By Donna Fuscaldo
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The Potential Complications of Working Past Retirement AgeA growing number of Americans are working past retirement age. But what happens to Social Security, tax and healthcare when you keep on working?
By Cathy DeWitt Dunn, CDFA®, FRC®
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To Close the Wealth Gap, Teach Your Children WellKids who grow up with savings accounts are more likely to learn the basics of managing and investing — and more likely to attend college.
By Melanie Mortimer
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'The Best Is Yet to Come' — Five Things You Gain in RetirementRetirement should be a time of exploration, expansion and delight. So if you've done your planning well, enjoy these five retirement perks.
By Maurie Backman
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How the Best Advisers Help Clients Use Their Retirement FearClients don't need advisers to dismiss their retirement fears. They need advisers who can listen, separate emotion from risk and turn anxiety into action.
By David Conti, CPRC
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The 'Take That Uncle Sam' Rule of Retirement SpendingHere's how to reduce your tax bill when you withdraw money in retirement.
By Donna Fuscaldo
