Retirement News, insights and expert analysis on retirement from the team at Kiplinger. 17 States With Scary Estate and Inheritance Taxes Estate Tax Over a dozen states currently impose estate or inheritance taxes on heirs. Here’s where you’ll have to pay. How You Can Guide Your Heirs Through the Great Wealth Transfer Three Creative Ways to Lower Your Retirement Taxes You May Want To Think Twice Before Selling These Four Assets in Retirement Explore Retirement Medicare Annuities Social Security Long-term Care Retirement Plans Retirement Planning Happy Retirement Estate Planning Asset Allocation Inheritance Latest Five Smart Moves for Retirement Health Care: Maximize Your HSA and Medigap Savings Unchecked health care costs in retirement could blow a hole in your savings. Here’s how to avoid that. The 4% Rule for Retirement Withdrawals Gets an Upgrade The go-to rule for retirement spending was created over 30 years ago. Things have changed since then. Here's how you can modernize the rule to fit your needs. Retire Abroad Before 55: What Are You Waiting For? Can't afford FIRE (Financial Independence, Retire Early) in the U.S.? Why not retire abroad? Financial planning experts weigh in with nine tips to get you started. Eight Spooky Retirement Stats That Will Scare the Bejesus Out of You Think you have retirement planning down to a science? Consider these scary statistics. Retired? How to Drop the Guilt and Spend Your Nest Egg Transitioning from a lifetime of diligent saving to enjoying your wealth in retirement tends to be riddled with guilt, but it doesn't have to be that way. Separate the Pros and Pretenders: Do You Have a Great Adviser? Do you leave meetings with your financial adviser feeling as though you've been bulldozed into decisions or you're unsure of what you're paying for? What are Annuities? The Different Types and How They Work Annuities are becoming more popular among savers who want peace of mind and a regular stream of income in retirement. November Social Security Payment Schedule: When Is Your Check Arriving? The date your November Social Security benefit arrives depends on the day of the month you were born. Manage an Inheritance Like a Pro in Just Seven Steps inheritance How you handle an inheritance is key. A bequest could change your life, but don’t quit your day job. inheritance 10 Reasons to Leave Your Heirs a Roth IRA Including a Roth IRA in your estate plan has clear tax advantages, which can be passed along to your heirs for years to come. But if passed down incorrectly, your heirs won’t reap the full benefits. 1 2 3 4 5 6 7 8 9 Archives
