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Ask the Editor: Questions on Amended Returns and Mortgages
In our Ask the Editor: Taxes, April 18, round-up — Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on amended returns, mortgages and deductions.
By Joy Taylor Last updated
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Ask the Editor: Reader Questions — IRAs, RMDs and PTPs.
Ask the Editor: Taxes, April 11, 2025 — Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on Roth IRAs, RMDs and other retirement accounts.
By Joy Taylor Last updated
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Ask the Editor: Reader Questions — Estate Tax, Muni Bonds
Ask the Editor: Taxes, April 4 — Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on Trump's tax package, estate tax and Muni bonds.
By Joy Taylor Last updated
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Ask the Editor: Reader Questions — Filing Tax Returns.
Ask the Editor: Taxes, March 28, 2025 — Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on filing tax returns and paying taxes.
By Joy Taylor Last updated
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33 Stocks That Could Rally 50% or More This Year
Analysts say these S&P 500 stocks have at least 50% price upside over the next year or so.
By Dan Burrows Published
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How Much Is Amazon Prime (And Is It Worth It)?
Amazon Prime's cost has shot up multiple times over the years. Are you still getting your money's worth?
By Bob Niedt Last updated
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Should You Add an Annuity to Your Retirement Portfolio?
In need of some guaranteed income? An annuity may be the answer if you check off any of these boxes.
By Donna Fuscaldo Last updated
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What to Know About TSA PreCheck During a Busy Travel Season
Consider signing up for TSA PreCheck to avoid long lines at the airport and during the busiest travel seasons.
By Erin Bendig Last updated
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Most Livable Cities: How Does Your Town Rank?
California, Virginia, and New Jersey are home to some of the most livable cities in America. The AARP study ranked Great Neck Plaza, NY, first overall.
By Kathryn Pomroy Last updated
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Beware This Key Choice if You Want to Leave Money to Descendants But Still Keep Control
If you want to leave money to your descendants - and want to ensure it's done right - the choice of trustee is key.
By Katherine Reynolds Lewis Last updated
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Best No-Penalty CD Rates: Lock in Rates Over 4%
No-penalty CDs give you the best of both worlds. You'll earn a healthy rate of return with the ability to take some withdrawals throughout the term.
By Sean Jackson Last updated
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DIY Credit Protection: Four Low-Cost Ways to Monitor Your Score and Prevent Identity Theft
credit & debt Here's how to keep your credit intact without breaking the bank.
By Miriam Cross Last updated
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Four Rules for Proper Email Etiquette
business Follow these guidelines to prevent e-mail faux pas from leaving your mailbox.
By Miriam Cross Last updated
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How to Find the Best Jumbo CD Rates
With rate cuts likely happening sometime in the future, locking in an excellent rate of return now maximizes returns. Here are top jumbo CD options.
By Erin Bendig Last updated
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What Is Preferred Stock?
investing Thinking of adding preferred stock to your portfolio? Read on for a breakdown of the pros and cons to buying preferred shares.
By Dan Burrows Last updated
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Kiplinger Trade Outlook: Trade Gap Narrows Despite Elevated Imports
Forecasts Kiplinger's latest forecast on trade: U.S. exports, imports and our net trade deficit.
By Rodrigo Sermeño Last updated
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Missed Tax Day? You Could Still Be Eligible for These Valuable Tax Refunds
Tax Refunds As many as one million taxpayers could be missing out on a significant tax refund.
By Gabriella Cruz-Martínez Published
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Reminder: The Basics of Using HSA Funds
Health savings accounts (HSAs)can help you cover out-of-pocket medical costs. Just make sure you understand the rules and keep records of qualifying expenses.
By Ella Vincent Published
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Planning for Health Care Costs in Retirement: A Comprehensive Guide
Medical expenses aren't slowing down, and if you're not prepared, they can hit you like a ton of bricks.
By Bob Chitrathorn Published
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When Should You Hand Over the Keys — to Your Investments?
The secret to retirement planning? "The best time to hand over the keys is before you’ve realized you need to hand over the keys."
By Maurie Backman Published
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Going to College? How to Navigate the Financial Planning
College decisions this year seem even more complex than usual, including determining whether a school is a 'financial fit.' Here's how to find your way.
By Chris Ebeling Published
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Financial Steps After a Loved One's Alzheimer's Diagnosis
It's important to move fast on legal safeguards, estate planning and more while your loved one still has the capacity to make decisions.
By Thomas C. West, CLU®, ChFC®, AIF® Published
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How Soon Can You Walk Away After Selling Your Business?
You may earn more money from the sale of your business if you stay to help with the transition to new management. The question is, do you need to?
By Evan T. Beach, CFP®, AWMA® Published
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If You'd Put $1,000 Into Apple Stock 20 Years Ago, Here's What You'd Have Today
Apple stock may be trading below record levels but AAPL has been a buy-and-hold winner for the ages.
By Dan Burrows Last updated
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If You'd Put $1,000 Into Amazon Stock 20 Years Ago, Here's What You'd Have Today
Amazon stock lost more than $490 billion in market value to start the year, but it's still been a buy-and-hold investor's best friend.
By Dan Burrows Last updated
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If You'd Put $1,000 Into Microsoft Stock 20 Years Ago, Here's What You'd Have Today
Microsoft Microsoft has been an astounding buy-and-hold bet for truly long-term investors.
By Dan Burrows Last updated
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If You'd Put $1,000 Into Netflix Stock 20 Years Ago, Here's What You'd Have Today
Netflix After a long and massive recovery, Netflix stock isn't far off record levels.
By Dan Burrows Last updated
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Two Don'ts and Four Dos During Trump's Trade War
The financial rules have changed now that tariffs have disrupted the markets and created economic uncertainty. What can you do? (And what shouldn't you do?)
By Maggie Kulyk, CRPC®, CSRIC™ Published
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I'm Single, With No Kids: Why Do I Need an Estate Plan?
Unless you have a plan in place, guess who might be making all the decisions about your prized possessions, or even your health care: a court.
By Cynthia Pruemm, Investment Adviser Representative Published