Retirement Plans
News, insights and expert analysis on retirement plans from the team at Kiplinger.
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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.
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Don't Let a "Clunker" Fund Drag Down Your 401(k)
401(k) lineups are loaded with overpriced, underperforming fund options. Here's how you can dump the clunkers.
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Retirement Savings on Track? How Much You Should Have by 50 and 55
See how your retirement savings compare to this Wall Street guide for people aged 50 and 55, ranked by income.
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Are You a Retirement Millionaire Too Afraid to Spend?
Don't let regret haunt you. Here are five ways to safely enjoy your sizable retirement nest egg.
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Eight Things No One Tells You About Retirement
Making Your Money Last As you advance toward retirement, it's a good idea to start sharpening the focus of your retirement vision.
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Six Signs It's Time to Retire
Thinking about retiring in 2025? See if any of these six signs ring true
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Ask the Editor — Tax Questions on Inherited IRAs
Ask the Editor In this week's Ask the Editor Q&A, we answer tax questions from readers on the rules on inheriting IRAs.
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Roth IRA Conversions in the Summer? Why Now May Be the Sweet Spot
Converting now would enable you to spread a possible tax hit over more than one payment while reducing future taxes.
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Does Morningstar’s Retirement Withdrawal Advice Work for Investors?
The financial services firm’s guidance takes a different path than the traditional 4%-a-year strategy. Researchers compare the two to see how they stack up.
