Articles On:retirement planning

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.
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