Articles On:Retirement Planning, Elder Law, and Senior Finance

June 8, 2022

Tougher Rules for Inherited IRAs

Sandra Block of Kiplinger’s Personal Finance explains what IRA owners and heirs need to know ...

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affectionate grandmother and granddaughter. Photo by Nanditha Rao, Dreamstime. A look at tougher rules for inherited IRAs, IRS guidance, the ramifications, and a workaround: what IRA owners and heirs need to know.
June 1, 2022

The Good, Bad and Ugly of Short-Term Care Plans

Americans would like nothing more than to live in their own homes in their old ...

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Americans would like nothing more than to live in their own homes in their old age. Can short-term care insurance help them do it?
May 26, 2022

Vision Care Options for Retirees

Jackie Stewart of Kiplinger’s Personal Finance examines vision care options for retirees, including individual plans, ...

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Jackie Stewart of Kiplinger’s Personal Finance examines vision care options for retirees, including individual plans, bundles plans, and Medicare Advantage.
May 18, 2022

How Retirement Income Is Taxed

Joy Taylor of Kiplinger’s Personal Finance discusses how retirement income is taxed, examining common sources ...

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woman frustrated with finances photo by Kurhan Dreamstime. A look at how retirement income is taxed, examining common sources such as Social Security benefits, stocks, bonds, reverse mortgages, investments, etc.
May 16, 2022

Hacks to Save Money on Groceries

As people continue to eat more meals at home, shoppers everywhere are feeling the pinch ...

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unhappy couple grocery shopping photo by Wavebreakmedia Ltd Dreamstime. Shoppers feeling the pinch of increasing prices at the grocery store benefit from hacks to save money on groceries without losing quality.
May 11, 2022

Turbocharge Retirement Savings

Sandra Block of Kiplinger’s Personal Finance suggests ways that readers can boost their retirement savings, ...

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Man writing in his ledger with piggy bank in the foreground. Sandra Block of Kiplinger’s Personal Finance suggests ways that readers can turbocharge retirement savings, including tax breaks, an IRA, 401(k), etc.
May 4, 2022

Plan Your Estate and Share the Wealth

Kiplinger’s Personal Finance expert Sandra Block examines steps necessary to plan your estate to minimize ...

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Couple doing Estate Planning. Photo Kriangsak Koopattanakij Dreamstime. Kiplinger’s Personal Finance expert Sandra Block examines steps necessary to plan your estate to minimize excess taxes, probate costs, and family dissension.
April 13, 2022

Consolidating Retirement Accounts

Kiplinger’s Retirement Report looks at the advantages of consolidating retirement accounts, offers tips – and ...

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Eggs in a paper nest, labeled 401K, Pension, and Retire. Having too many complicates retirement planning unnecessarily. There are advantages of consolidating retirement accounts, and there are risks of not doing so: a forgotten account, penalties, and more.
April 12, 2022

Paying for Senior Housing When Finances Are Tight

Older adults on a tight budget often need insights into affordable senior living options and ...

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Elderly Woman In Her Home Photo By Dimaberkut Dreamstime. Older adults on a tight budget often need insights into affordable senior living options and in paying for senior housing.
March 16, 2022

Building a Retirement Inflation Hedge

David Rodeck, contributing writer at Kiplinger’s Retirement Report, suggests that retirees need to build a ...

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Worried Older Couple Checking Finances, using laptop and documents, in nice home. Photo By Dark1elf Dreamstime. For article, For retirees, the current rate of inflation indicates a need for building a retirement inflation hedge. Here's how to protect investments.