Twenty-five years ago, Kiplinger's Retirement Report launched to help readers enjoy a richer retirement. Our first issue, published in February 1994, offered guidance on timely issues of the day, such as how to take advantage of the home-sale-profit exclusion (then $125,000) and how to comply with new rules that for the first time required a receipt for charitable donations of $250 or more. Some advice, such as how to figure tax on Social Security benefits, proved to be evergreen.
This timeline notes just some of the significant retirement issues that we have covered in the past quarter-century.
1994
The Retirement Protection Act expands efforts to find missing pension-plan participants.
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1998
Roth IRAs become available.
2000
Social Security earnings test removed for those at full retirement age or older.
2003
Congress creates Part D prescription-drug benefit for Medicare, which hits the marketplace in 2006.
2006
Pension Protection Act encourages auto enrollment in 401(k)s and creates IRA qualified charitable distribution rules.
2009
Required minimum distributions from retirement accounts waived one year only as a result of the 2007-09 financial crisis.
2012
Labor Department beefs up 401(k) fee disclosures.
2014
Qualified longevity annuity contracts created.
2015
Bipartisan Budget Act of 2015 nixes some Social Security claiming strategies.
2018
Major overhaul of tax law takes effect, including nearly doubling the standard deduction to lowering tax rates.
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Take Charge of Retirement Spending With This Simple StrategyTo make sure you're in control of retirement spending, rather than the other way around, allocate funds to just three purposes: income, protection and legacy.
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Here's How To Get Organized And Work For YourselfWhether you’re looking for a side gig or planning to start your own business, it has never been easier to strike out on your own. Here is our guide to navigating working for yourself.
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457 Plan Contribution Limits for 2025Retirement plans There are higher 457 plan contribution limits for state and local government workers in 2025 than in 2024.
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Medicare Basics: 11 Things You Need to KnowMedicare There's Medicare Part A, Part B, Part D, Medigap plans, Medicare Advantage plans and so on. We sort out the confusion about signing up for Medicare — and much more.
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The Seven Worst Assets to Leave Your Kids or Grandkidsinheritance Leaving these assets to your loved ones may be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.
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SEP IRA Contribution Limits for 2024 and 2025SEP IRA A good option for small business owners, SEP IRAs allow individual annual contributions of as much as $69,000 in 2024 and $70,000 in 2025..
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Roth IRA Contribution Limits for 2024 and 2025Roth IRAs Roth IRA contribution limits have gone up. Here's what you need to know.
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SIMPLE IRA Contribution Limits for 2024 and 2025simple IRA The SIMPLE IRA contribution limit increased by $500 for 2025. Workers at small businesses can contribute up to $16,500 or $20,000 if 50 or over and $21,750 if 60-63.
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457 Contribution Limits for 2024
retirement plans State and local government workers can contribute more to their 457 plans in 2024 than in 2023.
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Roth 401(k) Contribution Limits for 2025retirement plans The Roth 401(k) contribution limit for 2024 is increasing, and workers who are 50 and older can save even more.
