Latest articles by Rachel L. Sheedy
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Restricted Application Social Security Strategy Is on Its Way Out
social security If you're a boomer turning 66 in 2019, you should take advantage of this claiming strategy to boost your retirement income.
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A Retiree's Guide to Key Dates in 2019
Financial Planning When ringing in a new year, many people resolve to be better organized or improve how they manage their finances.
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5 Last-Minute Tax Moves Fit for Retirees
retirement The clock is ticking to make tax-saving moves by year-end.
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Medicare Premiums to Rise Slightly in 2019
Medicare A possible workaround: See if you qualify for a Medicare surcharge waiver.
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How to Handle Taking a Final RMD After Death
IRAs Heirs are responsible for the last required minimum distribution when someone dies. Here's how it works.
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Retirees, Year-End Moves to Trim Your Tax Tab
retirement The coming tax-filing season will be full of twists and turns.
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Last Chance to Undo a Roth Conversion
retirement 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.
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6 Ways to Build a Roth Retirement Nest Egg
retirement Building up a Roth nest egg can pay off in spades for retirees.
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Maximize Social Security Benefits for Surviving Spouses
social security Strategies for getting the most money by timing your claims.
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FAQs About Passing an IRA to Your Heirs
IRAs How to best leave IRA assets to heirs has long been a popular topic among Kiplinger's Retirement Report readers.
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Midyear Moves for Retirees to Rein In Their Tax Tabs
Making Your Money Last Halfway through the tax year is always a good time to assess where you stand with Uncle Sam.
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Medicare Part D Drug Coverage Gap Closing at Faster Clip
retirement 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.
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Tax Reform Blunts the Bite of the AMT
retirement Taxpayers, including high-income retirees, who've been snared by the AMT before have a better chance of being spared in 2018 and beyond.
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How Heirs Can Maximize an Inherited IRA
IRAs Knowing the rules for inheriting IRAs can help avoid simple mistakes that come with big consequences.
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Social Security Survivors Benefit: Plan for Loss of a Spouse
social security Plot a Social Security claiming strategy now to ensure the surviving wife or husband will be eligible for the most Social Security income later.
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Hefty Income Hikes Medicare Costs as Surcharges Kick In
retirement Medicare premiums for Part B and Part D can increase significantly for beneficiaries with high earnings. Here's how to avoid income-based Medicare surcharges.
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State Death Taxes Continue to Die Out
retirement Only 17 states, plus Washington, D.C., still have estate taxes or inheritance taxes (or both) on the books.
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Passing the Social Security Benefits Earnings Test
retirement Bone up on strategies that will get you the maximum Social Security benefits you've earned.
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New Tax Law: 8 Smart Tax Strategies for Retirees
tax law The federal tax code is undergoing its first significant makeover in 30 years.
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Boost Your Nest Egg in the Retirement Homestretch
retirement All is not lost for those who start saving fiercely later in life.
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When a Pension Turns into an Annuity
insurance More companies have been making the move as administrative costs rise and as pension liabilities become more transparent on corporate balance sheets.
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Medicare Part B Premiums Rise for Some
retirement Find out if, and why, you'll be paying more.
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Retirees, Fend Off the Risk of Bad Returns
Making Your Money Last Keys to helping your portfolio survive a downturn.
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Guide to Medicare Open Enrollment for 2018
retirement Shopping for a new Medicare Part D or Medicare Advantage plan for 2018 could save you money.
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