Articles On:Retirement

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.
June 23, 2022

Post-Retirement Income: House Flipping for Seniors

Home flipping has become increasingly popular for seniors to boost retirement income by bringing in ...

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paint samples for choosing paint colors - photo by Chernetskaha, Dreamstime. These guidelines on house flipping for seniors can help boost retirement incomes in making wise choices and renovations.
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 17, 2022

5 Tips for Coping with Empty Nest Syndrome

You step into a new stage of life when the last child leaves home. You ...

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woman reading image by photographerlondon dreamstime. When your last child leaves home, the life change can be challenging to navigate. We offer tips for coping with empty nest syndrome.
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.
February 2, 2022

Making Retirement Savings Last

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

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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 ...

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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. ...

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