Articles On:retirement planning

August 31, 2022

Unretire-ment: Retirees Going Back to Work

Lisa Gerstner of Kiplinger’s Personal Finance examines the trend of retirees who “unretire” – i.e., ...

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older woman driving delivery cart, photo by Piksel Dreamstime. Kiplinger’s Personal Finance examines the trend of retirees who “unretire” (return to work) and explores reasons and benefits.
August 17, 2022

Beware of These IRA Mistakes!

Rocky Mengle of Kiplinger’s Personal Finance warns readers of four common retirement IRA mistakes, including ...

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woman on laptop - Photo by Dark1elf, Dreamstime. Rocky Mengle of Kiplinger’s Personal Finance warns readers of four common retirement IRA mistakes, including conversions, indirect rollovers, RMDs, and “second half” planning.
July 26, 2022

NORCs: A Model for Aging in Place

If you’ve considered moving to a community that better serves your needs as an aging ...

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seniors playing bridge. Photo by Monkey Business Images, Dreamstime. A NORC, naturally occurring retirement community, serves older adults. Its services offer a blueprint for aging-in-place options.
July 5, 2022

10 Senior Living Trends to Watch

In planning for changes in living arrangements as they age, senior adults and their families ...

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man in wheelchair and woman at home - photo by Nd3000, Dreamstime. Changing senior living trends affect options for older adults and their families: outdoor spaces, affinity communities, pets, activities, etc.
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 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.
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.
February 16, 2022

State Tax Breaks for Seniors

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

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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.