retirement

Ted Benna tells Kiplinger how savers can make the most of their 401(k) plans - and how these plans could be better.

In year two of the pandemic, we’re working hard to get back on track, according to this new poll.

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.

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 …

One study shows that caregiving takes a greater toll on retirees' mental health than on their finances.

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…

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 …

Workers saving for retirement have a reason to rejoice over the 401(k) contribution limits for 2022.

State tax rates and rules for income, sales, property, estate, and other taxes that impact retirees.

Here's how we put together our Retiree Tax Map and related content.

Retirees in these states are likely to have a higher overall state and local tax burden than retirees in other states.

Moving to a low-tax state in retirement can help make your retirement savings last longer.

There are five generations in the workforce for the first time. Here's how employers are trying to please everyone.

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…

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…

Even with the federal exemption from death taxes raised, retirees should pay more attention to estate taxes and inheritance taxes levied by states.

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…

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…

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.

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.…

If you really want to help your heirs out, these are some of the best assets to leave them.

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…

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…

Unfortunately, seniors often miss tax-saving opportunities that are available to them. Don't let that happen to you!

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.

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.