THE TRUTH ABOUT: 16 | History Defined

Seven Lessons for New Retirees, From a New Retiree

The former editor of Kiplinger Personal Finance shares key financial takeaways from his first year of retirement.

Kiplinger · Aug 10, 2024

How a Roth Conversion Can Spare You From Medicare’s IRMAA and Taxes

If you've been a good saver and face large required minimum distributions (RMDs), then you need to plan for how to head off or limit higher Medicare premiums.

Kiplinger · Aug 8, 2024

Three Key Facts to Know About Your RMDs

If any of your retirement savings are in a tax-deferred account, then you will face required minimum distributions (RMDs). Not having a strategy could prove costly.

Kiplinger · Aug 5, 2024

10 to 15 Years From Retirement? Time to Scale Back Risk

Taking a more conservative approach in your portfolio can help make sure that you don’t face a big loss if the market suddenly declines.

Kiplinger · Jul 15, 2024

This Trust Can Protect Your Assets From Long-Term Care Costs

A Medicaid asset protection trust can help ensure your protected assets go to your beneficiaries rather than your long-term care.

Kiplinger · Jul 11, 2024

Three Ways to Pay Less Taxes to Uncle Sam

Retirees especially could benefit from these tax-efficient strategies that focus on what you leave your heirs and what kind of accounts your money is in.

Kiplinger · Jul 7, 2024

What's the Most Popular Investment? These Investors Might Be Missing Out

The most popular investment may shock you and it has widely underperformed other asset classes. Here’s what you need to know.

Kiplinger · Jul 5, 2024

How to Be Strategic With Your Retirement Withdrawals

To make your savings last, you need to know how to draw from the right investment … at the right moment.

Kiplinger · Jun 25, 2024

Which Airlines Have the Most Legroom — and Which Have the Least?

Care about legroom? This list ranks major airlines by legroom and tells you which of their fleet is the roomiest.

Kiplinger · Jun 24, 2024

Three Sensible Retirement Planning Tips to Fight Off FOMO

Don't let hot stock trends and fear of missing out derail your financial plan. Succumbing to emotion could put your retirement lifestyle at risk.

Kiplinger · Jun 24, 2024