retirement

Meet the Architect of the 401(k) Plan
Financial Planning

Meet the Architect of the 401(k) Plan

Ted Benna tells Kiplinger how savers can make the most of their 401(k) plans - and how these plans could be better.
December 22, 2021
How Retirement Savers Are Doing
Financial Planning

How Retirement Savers Are Doing

In year two of the pandemic, we’re working hard to get back on track, according to this new poll.
December 21, 2021
Take This Job, I'm Retiring
Financial Planning

Take This Job, I'm Retiring

The pandemic and bull market have led to an increase in the number of workers who are retiring. You might call it the Gray Resignation.
December 21, 2021
Are Retirees in Denial about Risks from Financial Fraud?
retirement

Are Retirees in Denial about Risks from Financial Fraud?

The most targeted group is also the least likely to be concerned about being scammed. To help protect yourself or your loved ones, start taking these …
December 21, 2021
The Stresses of Being a Caregiver
Caregiving

The Stresses of Being a Caregiver

One study shows that caregiving takes a greater toll on retirees' mental health than on their finances.
December 20, 2021
As You Approach Retirement, C.A.N. You Handle a Market Downturn?
retirement planning

As You Approach Retirement, C.A.N. You Handle a Market Downturn?

You know what they say about what goes up. Well, if you’re nervous about what comes next with today’s precipitously climbing stock market, this acrony…
December 20, 2021
From Facebook to iTunes to Amazon, You Need a Digital Will!
estate planning

From Facebook to iTunes to Amazon, You Need a Digital Will!

Online accounts and digital media are valuable, and they could be misused, locked up or even lost if you don’t take the right steps. Your estate plan …
December 19, 2021
401(k) Contribution Limits for 2022
401(k)s

401(k) Contribution Limits for 2022

Workers saving for retirement have a reason to rejoice over the 401(k) contribution limits for 2022.
December 17, 2021
State-by-State Guide to Taxes on Retirees
retirement

State-by-State Guide to Taxes on Retirees

State tax rates and rules for income, sales, property, estate, and other taxes that impact retirees.
December 17, 2021
Kiplinger's Tax Map for Retirees: About Our Methodology
retirement

Kiplinger's Tax Map for Retirees: About Our Methodology

Here's how we put together our Retiree Tax Map and related content.
December 17, 2021
10 Least Tax-Friendly States for Retirees
retirement

10 Least Tax-Friendly States for Retirees

Retirees in these states are likely to have a higher overall state and local tax burden than retirees in other states.
December 17, 2021
10 Most Tax-Friendly States for Retirees
retirement

10 Most Tax-Friendly States for Retirees

Moving to a low-tax state in retirement can help make your retirement savings last longer.
December 17, 2021
Welcome to the Post-Pandemic Workplace
work life balance

Welcome to the Post-Pandemic Workplace

There are five generations in the workforce for the first time. Here's how employers are trying to please everyone.
December 17, 2021
How Retirees Can Earn Extra Cash by Turning Their Home into an Airbnb
retirement

How Retirees Can Earn Extra Cash by Turning Their Home into an Airbnb

Airbnb hosts use these extra funds to help shore up their finances in retirement. But beware that opening your home to travelers also comes with risks…
December 15, 2021
How to Turn Your Retirement Account Into a 'Personal Pension Plus'
annuities

How to Turn Your Retirement Account Into a 'Personal Pension Plus'

Just as you insure your home against the risk of fire and flood, so too can you insure another of your most valuable investments from risk: your retir…
December 15, 2021
33 States with No Estate Taxes or Inheritance Taxes
retirement

33 States with No Estate Taxes or Inheritance Taxes

Even with the federal exemption from death taxes raised, retirees should pay more attention to estate taxes and inheritance taxes levied by states.
December 13, 2021
Will It (My Home, My Life Insurance, Etc.) Be in My Estate?
estate planning

Will It (My Home, My Life Insurance, Etc.) Be in My Estate?

This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate co…
December 13, 2021
3 Questions to Ask Before You Take a Pension
retirement planning

3 Questions to Ask Before You Take a Pension

As retirement approaches and you must decide whether to take pension payments or a lump sum, the first very important question to ask is this: How saf…
December 12, 2021
5 Steps to Getting Help From a Home Care Agency
Caregiving

5 Steps to Getting Help From a Home Care Agency

A home health aide who helps provide nonmedical care to a loved one can be a great way to provide some relief to a caregiver.
December 9, 2021
Tips for Making Caregiving an Easier 24/7 Labor of Love
long term care

Tips for Making Caregiving an Easier 24/7 Labor of Love

Caregivers are America's invisible helpers, often giving up everything to care for an ailing family member. But there are ways to lighten that burden.…
December 9, 2021
6 of the Best Assets to Inherit
inheritance

6 of the Best Assets to Inherit

If you really want to help your heirs out, these are some of the best assets to leave them.
December 9, 2021
Seniors Need to Face Their Financial Fears
retirement

Seniors Need to Face Their Financial Fears

Yes, the pandemic has brought many changes to our lives and our finances, and some of them have been particularly scary for older Americans. Here’s ho…
December 9, 2021
Should You Take Pension Payments or a Lump Sum? A How-To Guide
retirement planning

Should You Take Pension Payments or a Lump Sum? A How-To Guide

With buyout offers, when deciding whether to take it or leave it, a couple of calculations can be enlightening. This how-to guide walks you through th…
December 8, 2021
The Most-Overlooked Tax Breaks for Retirees
Tax Breaks

The Most-Overlooked Tax Breaks for Retirees

Unfortunately, seniors often miss tax-saving opportunities that are available to them. Don't let that happen to you!
December 3, 2021
How 10 Types of Retirement Income Get Taxed
retirement

How 10 Types of Retirement Income Get Taxed

When you're planning for retirement, it's fun to contemplate all the travel and rounds of golf ahead of you, but don't forget about taxes.
December 3, 2021
12 States That Tax Social Security Benefits
social security

12 States That Tax Social Security Benefits

You may have dreamed of a tax-free retirement, but if you live in one of these states, your Social Security benefits may be subject to state taxes.
December 2, 2021