Articles On:retirement planning

May 11, 2022

Turbocharge Retirement Savings

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

Read More
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 ...

Read More
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 ...

Read More
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.
March 16, 2022

Building a Retirement Inflation Hedge

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

Read More
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.
February 16, 2022

State Tax Breaks for Seniors

Tax editor at Kiplinger’s Personal Finance, Rocky Mengle, discusses state tax breaks for seniors – ...

Read More
Happy Woman In New Home Photo By Aaron Amat Dreamstime. For article, Kiplinger’s tax editor discusses state tax breaks for seniors – tax-friendly states for retirees, less friendly states, and changes.
February 2, 2022

Making Retirement Savings Last

Sandra Block of Kiplinger’s Personal Finance offer practical suggestions on making retirement savings last – ...

Read More
Happy Couple Doing Finances Monkey Business Images Dreamstime. For article, Sandra Block of Kiplinger’s Personal Finance offer practical suggestions on making retirement savings last – including the classic 4% rule.
January 26, 2022

Your Retirement Savings Number Isn’t Magic

Don’t get too hung up on a retirement savings number, counsels Kiplinger’s Personal Finance writer ...

Read More
Woman Finances Photo By Alexey Kuznetsov Dreamstime. For article, Don’t get too hung up on a retirement savings number. Other considerations are essential as you plan to retire – or live in retirement.
January 19, 2022

Financial Recommendations for 2022 for Retirees and Others

Business analyst Jill Schlesinger, CFP, looks at what’s new in 2022, including Americans’ financial moods. ...

Read More
Piggy Bank And Coins Photo By Phoomrat Withayachaya Dreamstime. For article on financial recommendations for 2022, including for retirees
January 5, 2022

Retirement: How to Lower Taxes on Your RMDs

Sandra Block, senior editor at Kiplinger’s Personal Finance magazine, examines two ways to lower taxes ...

Read More
Asian couple discussing money matters with a financial advisor. Monkey Business Images, Dreamstime. For article on How to lower taxes on your RMDs
December 1, 2021

4 Retirement Trends for the 2020s

By Catherine Siskos, Kiplinger’s Personal Finance The managing editor of Kiplinger’s Personal Finance, Catherine Siskos, ...

Read More
Black couple talking to financial advisor Photo by Monkey Business Images Dreamstime. For article on retirement trends