Retirement Plans
News, insights and expert analysis on retirement plans from the team at Kiplinger.
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What Is a 403(b) Retirement Plan? Non-Profit Workers Take NoteMany teachers and other non-profit workers are offered 403(b) plans, rather than a 401(k). But what is a 403(b)?
By Seychelle Thomas
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How to Calculate RMDs (Required Minimum Distributions) for IRAsTools Understand when and how to calculate RMDs and avoid stiff penalties from your tax-deferred IRA.
By Kathryn Pomroy
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We want our RMDs to fund a vacation with our kids and grandkids.An extended family vacation can be a fun and bonding experience if planned well. Here are tips from travel experts.
By Maurie Backman
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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 NowIt'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 SecurityDo 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: IRAsAsk the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on IRAs
By Joy Taylor
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Estate Planning Checklist: 13 Smart Movesretirement 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 IRAAn IRA conversion can give you a leg-up in retirement with tax-free income. But proceed with caution.
By Maurie Backman
