Latest
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From Broadway to Broadview: Jane Alexander's Unique Retirement Choice
Inside Broadview at SUNY Purchase: The retirement community where you can audit classes and attend concerts.
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Retire in Malaysia for Affordable Luxury
Many expats retire in Malaysia, a Southeast Asian country with a world-class city. Come for the affordable living, stay for the top-notch healthcare and cuisine.
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How Our Favorite ETFs Are Performing Amid Market Volatility
A roller-coaster year for the stock market has weighed on several of our favorite ETFs, but one equities fund is faring better than others. Here's why.
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I'm a Financial Professional: This Is the Roth Conversion Mistake Too Many People Make
Converting your traditional IRA to a Roth can be a fantastic tax-saving move, but you've got to be smart about two things: how much and when.
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The Overlooked Generation: An Expert's Guide to How Gen X Can Finally Get Ahead
A perfect financial storm has been lashing this generation for years, but they still have time to get their retirement back on track with a few key moves.
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Financial Advice and Retirement Confidence: What's Wealth Got to Do With It?
This retirement researcher notes that retirement confidence increases the most for those with access to advice who have a lower total level of savings.
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Trump Tariffs Make 2025 Father’s Day Gifts Pricier: What to Know
Tariffs Popular Father’s Day gift ideas like grills, clothing, and fishing gear are facing price hikes this year. Here's what to know before you shop.
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Avoid Estimated Tax Payments in Retirement With RMD Withholding
RMDs If you don't need the money to live on, wait until December to take your RMD and ask the sponsor to withhold a big chunk for the IRS.
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Inherited an IRA? Five Rules Every Beneficiary Should Know for 2025
Inherited IRA Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.
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The ‘First Year of Retirement’ Rule
The 'first year of retirement' rule says the 12 months after you leave work set the tone for your entire later life — so it's vital to approach them mindfully.
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My First $1 Million: Retired International Finance Director, 68, Atlanta
Ever wonder how someone who's made a million dollars or more did it? Kiplinger's My First $1 Million series uncovers the answers.
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Timing Is Everything for Roth Conversions: An Expert's Guide to the Right Strategy
Understanding the nuances of Roth conversions can help you avoid forking over more money in taxes than you need to.
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Are You Ready for the Emotional Side of Retirement?
Financial adviser warns that life after work is coming, so start preparing … mentally, as well as financially. If you're nervous, take heart. Some simple strategies could ease the way.
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Exports have held up reasonably well despite tariff disputes
Forecasts Kiplinger's latest forecast on trade: U.S. exports, imports and our net trade deficit.
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Should You Get a Long-Term or Short-Term CD Before the Fed Meeting in June?
Is a long-term or short-term CD better to open before the Fed's next meeting? Here's what you need to know.
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The Social Security Fairness Act May Change How You Pay Medicare Premiums
If you receive an upward adjustment to your monthly Social Security benefits due to the SSFA, how you pay your Medicare premiums might change.
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Student Loan Delinquencies Are Hurting Credit Scores — Even for Parents and Grandparents
Millions of borrowers are falling behind on student loan payments, triggering steep credit score drops. If you or your family carry student debt, here's what you need to know now.
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Zoe Financial Review: Finding and Working with a Financial Adviser Made Easy
Zoe Financial is a financial adviser matching service and wealth management platform rolled into one. Here’s what you need to know before using it.
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Six Reasons to Disinherit Someone and How to Do It
Whether you're navigating a second marriage, handling an estranged relative or leaving assets to charity, there are reasons to disinherit someone. Here's how.
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Ask the Editor, June 13: Questions on Home Sales and Taxes
In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on home sales and calculating tax basis in a home.
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Best High-Yield Savings Accounts — June 2025
Our top choices earn rates as high as 4.35%, helping you outpace inflation effortlessly.
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When Are Estimated Tax Payments Due in 2025?
Tax Deadlines You make quarterly estimated tax payments to the IRS if you are self-employed or don’t have taxes withheld from your income for other reasons.
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Is It Worth Getting a Business Bank Account for Your Small Business?
If you’re using your personal bank account for your business, it’s time to switch. Here are the legal and logistical reasons why you need a separate business bank account.
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7 Financial Tools You Need to Manage Your Small Business
From a business bank account to tax software, these are the essential tools you need to manage your business finances.
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RV Living or Vacation Home? What's Best for Your Retirement?
You may fantasize about RV living or owning a cabin in the mountains or by the beach. Both options can be affordable and fun, but kick the tires first!
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Four Ways to Help Prevent a Market Downturn From Scrambling Your Nest Egg
You may not be able to avoid a market decline when you're newly retired and starting to rely on your nest egg for income, but you can plan for that risk.
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Is Your Home Disaster-Ready? An Insurance Expert's Guide to Preparing for Storms and Fires
Homeowners can take these steps to protect their properties from hurricanes, tornadoes, wildfires and hail, while also potentially reducing their insurance costs.
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How to Find Affordable Pet Insurance
Pets Pet insurance can save you thousands on vet bills, but how do you save on pet insurance itself? Use these tips to get affordable pet insurance.
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The Average Retirement Savings by Age: Are You Keeping Up?
Think you may have more retirement savings than your peers? Here's your answer.
