Retirement Plans
News, insights and expert analysis on retirement plans from the team at Kiplinger.
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3 Questions That Help You Find Your Perfect Social Security Claiming AgeClaiming Social Security too early can cost you thousands. Before you file, ask these essential questions to ensure you aren't leaving money on the table.
By Donna Fuscaldo
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Ask the Tax Editor: Roth IRAs and the Five-Year RuleAsk the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on Roth IRAs and the five-year rule, including contributions and conversions.
By Joy Taylor
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Married and Retiring? Here's How to Claim Thousands More in Social Security BenefitsBoth 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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Should You Take Your Pension as a Lump Sum?The answer depends on multiple factors, such as what your alternative investment options would be, whether you want to leave money to a beneficiary and more.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Is Your 401(k) Rollover Truly Protected in an IRA?Quiz Take our 10-question quiz see if your hard-earned nest egg is truly protected from hidden liabilities, or if you are exposed to unexpected risks.
By Donna LeValley
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The Pros Outweigh the Cons of Investing in a 529This tax-advantage savings account is perfect for students.
By Lisa Gerstner
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How to Turn Your Teen's Summer Paycheck Into a $1M Nest EggLearn how to help your teen open a custodial Roth IRA and turn their summer paycheck into decades of tax-free growth.
By Kimberly Lankford
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How Much Do You Know About Nvidia? Take Our Quiz to Find OutQuiz Nvidia is the most valuable publicly traded company in the world. Take this quick quiz to test your knowledge of the AI bellwether.
By Karee Venema
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How to Help Your Adult Kids Without Hurting Your RetirementThe Bank of Mom and Dad can be challenging — financially and emotionally. These tips pave the way.
By Diane Harris
