Retirement Plans
News, insights and expert analysis on retirement plans from the team at Kiplinger.
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The Roth Conversion Bandwagon is Rolling: Should You Jump On?
Roth conversions are all the rage, but what works well for one household can cause financial strain for another. This is what you should consider before moving ahead.
By Steven L. Rich, RICP®, CLTC®, NSSA®, CF2
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How to Retire at 40: Build the FIRE Now
It's not easy, but you may be able to retire by 40 or 45 if you take these FIRE (Financial Independence, Retire Early) steps now.
By Jacob Schroeder
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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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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 -
Estate Planning Checklist: 13 Smart Moves
retirement Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.
By Janet Kidd Stewart
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IRA Conversion to Roth: Rules to Convert an IRA or 401(k) to a Roth IRA
An IRA conversion can give you a leg-up in retirement with tax-free income. But proceed with caution.
By Maurie Backman
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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
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Married and Retiring? Here's How to Claim Thousands More in Social Security Benefits
Both spouses can receive Social Security based on their individual earnings records and at what age they claim benefits
By Kathryn Pomroy
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The Roth IRA Advantage: 10 Things Every Saver Needs to Understand
Financial Planning A Roth IRA can be a great way to save for retirement, as the accounts have no required minimum distributions and you can withdraw the money tax-free.
By Jackie Stewart
Financial Planning
