Latest
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2024 and 2025 Tax Brackets and Federal Income Tax Rates
Income Tax Knowing your federal tax bracket is essential, as it determines your marginal income tax rate for the year.
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Can the 'Guardrails Approach' Protect Your Retirement Investments?
This investing method helps retirees avoid running out of money, even in a highly volatile market.
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What is the Gift Tax Exclusion for 2025?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
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How to Calculate Taxes on Social Security Benefits in 2025
Social Security The federal government can tax up to 85% of your Social Security benefits, so it's good to know how those taxes are calculated.
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Where to Move Your Money Before the Next Fed Meeting
Savings rates remain high. And with the Fed unlikely to conduct rate cuts at its May meeting, it gives savers more time to maximize returns.
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The Extra Standard Deduction for People Age 65 and Older
Tax Deductions The extra standard deduction can help older adults reduce their taxable income.
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Social Security Is Taxable, But There Are Workarounds
If you're strategic about your retirement account withdrawals, you can potentially minimize the taxes you'll pay on your Social Security benefits.
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Serious Medical Diagnosis? Four Financial Steps to Take
A serious medical diagnosis calls for updates of your financial, health care and estate plans as well as open conversations with those who'll fulfill your wishes.
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What Wall Street's CEOs Are Saying About Trump's Tariffs
We're in the thick of earnings season and corporate America has plenty to say about the Trump administration's trade policy.
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Retire in France for Beauty and Culture
France offers a great history and a slower pace of life for retirees. At times, it can feel like stepping into a postcard.
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Walmart+ Week 2025: Top Deals, Streaming Perks and Member-Only Savings
Walmart+ Week runs April 28 –May 4 with fuel savings, free express delivery and six months of Paramount+ with SHOWTIME. See all the perks.
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To Stay on Track for Retirement, Consider Doing This
Writing down your retirement and income plan in an investment policy statement can help you resist letting a bear market upend your retirement.
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How to Make Changing Interest Rates Work for Your Retirement
Higher (or lower) rates can be painful in some ways and helpful in others. The key is being prepared to take advantage of the situation.
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5 Historic Philadelphia Homes for Sale Now
Philadelphia is a goldmine of historic properties that rival the best in New York, London and Paris for charm and opulence. Here are five gems you can own.
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When to Sell Your Stock
Knowing when to sell a stock is a major decision investors must make. While there's no one correct answer, we look at some best practices here.
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The 'Rule of 25' for Retirement Planning: Start Here
Try the simple calculation of the 'Rule of 25.' Because sometimes, a back-of-the-napkin idea is all you need to get started.
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Within Five Years of Retirement? Five Things to Do Now
If you're retiring in the next five years, your to-do list should contain some financial planning and, according to current retirees, a few life goals, too.
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The Home Stretch: Seven Essential Steps for Pre-Retirees
The decade before retirement is the home stretch in the race to quit work — but there are crucial financial decisions to make before you reach the finish line.
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Is Walmart Plus Worth It?
There are tons of exciting Walmart Plus benefits – but are they worth the $98 annual fee?
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My Great Retirement Dream: Sell My House, Downsize, Live off the Proceeds and Dabble in Stocks. Can I Do It?
I ask an expert financial planner if my retirement dreams are realistic — or if my head is in the clouds.
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Five Trusts You Need to Know About and the Best Time to Use Them
You can use trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes.
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Ask the Editor: Reader Questions on 529 plans
In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions related to 529 plans.
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Doing This With Your 401(k) Could Cost You $18,000
Your old 401(k) accounts may be slowly bleeding money — because the power of compounding can work against you, too.
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Three Options for Retirees With Concentrated Stock Positions
If a significant chunk of your portfolio is tied up in a single stock, you'll need to make sure it won't disrupt your retirement and legacy goals. Here's how.
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Four Reasons It May Be Time to Shop for New Insurance
You may be unhappy with your insurance for any number of reasons, so once you've decided to shop, what is appropriate (or inappropriate) timing?
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Before You Remarry: 10 Important Things to Consider
Remarry carefully, because love gets complicated the second time around.
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Best Dividend Kings for Decades of Dividend Growth
dividend stocks Dividend Kings are the crème de la crème of dividend growers and should be top of mind for any investor who puts income stability above all else.
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The Best Travel Rewards Credit Cards for You
credit cards Pack your bags and earn rewards for traveling. We chose the best cards for airline, hotel and other perks to help you save money.
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5 Stocks to Buy for a Trump Presidency
The second Trump presidency is well underway and these five stocks are set to benefit.
