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Kiplinger's Retirement Report
There are several options for penalty relief if you end up owing more in taxes than you anticipated.
See More From: Tax Prep & Filing
After decades of squirreling away money in tax-advantaged retirement accounts, investors entering their seventies have to flip the script. Starting at age 70½, Uncle Sam requires taxpayers to draw down ...
See More From: Required Minimum Distributions (RMDs)
As you complete your 2018 tax return, turn some attention to your tax plans for 2019. Although tax reform triggered a slew of major changes in 2018, the landscape has settled this year. In terms of tax ...
See More From: Tax Planning
Down 650 points one day. Up more than 1,000 points the next. Down 660 points another day. That was the Dow Jones industrial average’s performance just during one recent week.
How should investors ...
See More From: Markets
If you're a boomer turning 66 in 2019, you should take advantage of this claiming strategy to boost your retirement income.
See More From: Social Security
When ringing in a new year, many people resolve to be better organized or improve how they manage their finances. “On January 1st, you should be waking up thinking, ‘What is my overall game plan for ...
See More From: Financial Planning
The clock is ticking to make tax-saving moves by year-end. Whether you’ve been procrastinating or strategically waiting to fine-tune your 2018 tax planning, the time to act is now. Consider these last-minute ...
A possible workaround: See if you qualify for a Medicare surcharge waiver.
See More From: Medicare
Heirs are responsible for the last required minimum distribution when someone dies. Here's how it works.
The coming tax-filing season will be full of twists and turns. New tax forms should be in place. Old, familiar tax breaks are gone, replaced by new breaks and new tax-saving opportunities. And the new, ...
For many Americans, Social Security benefits are the bedrock of retirement income. Maximizing that stream of income is critical to funding your retirement dreams.
The rules for claiming Social Security ...
The window is closing fast to ask your IRA custodian to put that Roth money back into a traditional IRA before the break disappears for good.
See More From: Roth IRAs
Building up a Roth nest egg can pay off in spades for retirees. Money in a Roth IRA grows tax-free, and the account doesn’t have required minimum distributions—so you withdraw the money only when you ...
Strategies for getting the most money by timing your claims.
How to best leave IRA assets to heirs has long been a popular topic among Kiplinger's Retirement Report readers. And the response to our recent cover story, "How Heirs Can Maximize an IRA", left no doubt ...
See More From: IRAs
Halfway through the tax year is always a good time to assess where you stand with Uncle Sam. You can see how the year’s tax bill is taking shape while you still have plenty of time to make tax-saving ...
See More From: Making Your Money Last
Retirees should spend less on brand-name prescriptions in 2019, but it's still a good idea to compare Part D options during open enrollment this fall.