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 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. I Retired at 60 Two Years Ago With $3.1 Million. My 62-Year-Old Wife Still Works Because She Wants to, but She Resents My Free Time. Help! We asked a psychologist and a mediation expert for advice. Five Downsides of Dividend Investing for Retirees Can you rely on dividend-paying stocks for retirement income? You'd have to be extremely wealthy — and even then, the downsides could be considerable. Social Security Tax Limit Rises Again: Who Pays More in 2026? Payroll Taxes The Social Security Administration has announced significant changes affecting millions as we approach a new year. Payroll Taxes Is a 55+ Community Right For You? Before you sign on the dotted line, consider HOA fees and community culture. Five Estate Planning Pitfalls and How to Avoid Them From procrastination to AI, these five estate planning pitfalls could mean your heirs are left with bureaucratic hassles — or a reduced inheritance. The 10 Most Costly Social Security Mistakes to Avoid Want to maximize your Social Security check? Learn the 10 most common Social Security filing errors and the steps you need to take to boost your guaranteed retirement income. The Social Security Test Every Wealthy Retiree Must Take When you work and collect Social Security benefits before your FRA, you are subject to the Retirement Earning Test that could result in a temporary reduction of your benefits. 1 2 3 4 5 6 7 8 9 Archives
