Retirement
Explore Retirement
Latest
-
If You Have a Pension, Smart Tax Planning Should Start Now
Adding pension income to Social Security benefits and income from required minimum distributions could see you facing a tax torpedo and higher Medicare costs.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
-
Nearing Retirement With Student Loan Debt? What You Can Do
Many older adults will struggle with rising costs (health care and otherwise) and not enough savings. Here’s how they can manage lingering student debt.
By Patrick M. Simasko, J.D. Published
-
11 Tips for Talking to Your Aging Parents About Their Finances and Future Care
Such a sensitive subject requires a careful approach.
By Kiplinger Advisor Collective Published
-
Risk in Retirement: What’s the Right Level for You?
Your situation and retirement goals call for an investment approach that takes into account your risk tolerance, risk comfort and capacity for risk.
By Scott Noble, CPA/PFS Published
-
The Earlier You Take Advantage of Your 401(k), the Better
The power of compound interest can turn modest contributions into big savings for retirement.
By Rich Guerrini Published
-
How Non-Traded REITs Could Give Your Roth IRA a Boost
In addition to increasing the diversity of your portfolio, adding a non-traded REIT within your Roth IRA allows the resulting dividends to grow tax-free.
By Edward E. Fernandez Published
-
Tips to Help Single Women Struggling to Save for Retirement
The gender wage gap and taking time away from the workplace for caregiving duties make saving for retirement a bigger challenge for many women.
By Kristi Martin Rodriguez Published
-
Proposed Change in Social Security Could Mean More Money for Retirees
A proposed bill could change how the Social Security COLA is calculated, resulting in higher benefits for retirees.
By Erin Bendig Published
-
Five Reasons to Take Social Security Early (and Four Reasons to Wait)
Are there good reasons to take Social Security early? While many experts say it's best to wait until full retirement age to claim benefits, here are some reasons to start early.
By Kathryn Pomroy Published