Latest articles by the Editors of Kiplinger's Retirement Report
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SEP IRA Contribution Limits for 2022
SEP IRA A good option for small business owners, SEP IRAs allow individual annual contributions of as much as $61,000 a year
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Thrift Savings Plan Contribution Limits for 2022
retirement plans Federal workers and military personnel can save more in their TSP retirement accounts in 2022.
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What Retirees Will Pay for Medicare in 2022
Medicare Seniors will pay more for Parts B and D this year, though Medicare Advantage plans should be slightly cheaper.
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Roth IRAs
Financial Planning A Roth IRA can be a great way to save for retirement since the accounts have no required minimum distributions and you withdraw the money tax-free.
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Traditional IRA Contribution Limits for 2021
Financial Planning The contribution limit for traditional IRAs remains the same for this year as 2020.
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457 Contribution Limits for 2021
Financial Planning The amount state and local government workers can contribute to their 457 plans remains the same as 2020.
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SEP IRA Contribution Limits for 2021
Financial Planning The maximum SEP IRA contribution is higher this year than it was for 2020.
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Thrift Savings Plan Contribution Limits for 2021
Financial Planning Federal workers and military personnel can save the same amount in their TSP retirement accounts this year as 2020.
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401(k) Contribution Limits for 2021
Financial Planning The 401(k) contribution limit stayed the same for 2021. But workers 50 and older can save an extra amount for retirement.
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Retirees, Use Video Chat Freebies to Gather the Family for the Holidays
Smart Buying Free video conferencing apps have become household names this year as Americans turned to them for virtual gatherings throughout the year.
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The Answers to More RMD Questions
retirement The CARES Act made 2020 required minimum distributions optional. But what are your next moves?
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Tax Tip: New Line on Form 1099 for REITs
retirement Income from real estate investment trusts can qualify for a new tax deduction on 2018 returns.
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Retiree Tax Tip: The Age 55 Exception for 401(k)s
retirement How to avoid the 10% early-withdrawal penalty when you tap your former employer's 401(k).
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Retiree Tax Tip: Donating Items to Charity
Tax Breaks Generally, the higher the value of your donation, the more records you'll need to gather.
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Retiree Tax Tip: Tally Taxes on Social Security
retirement Up to 85% of your Social Security benefits may be taxable depending on your income in retirement.
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FAQs About RMDs: Don't Blow Your Required Minimum Distributions
required minimum distributions (RMDs) Required minimum distributions are annual withdrawals people generally are forced to start taking from tax-deferred retirement accounts, such as traditional IRAs and 401(k)s, once they reach age 70½.
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Your Medicare Questions Answered
retirement Medicare plays a critical role in retirees' health care starting at age 65.
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Your Social Security Questions Answered
social security What's the best age to claim Social Security benefits?
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Social Security Help: Dividend Income and the Social Security Earnings Test
social security For early claimers, some kinds of income can temporarily reduce your Social Security benefits.
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Social Security Tips to Maximize Your Benefits
social security Answers to real-life questions about Social Security claiming strategies.
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Why Some People Pay Less for Medicare Than Others
Medicare What you need to know about Medicare premiums -- and how to reduce yours under certain circumstances.
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6 Tax Factors to Consider When Picking a Retirement Destination
retirement It pays to know how much you might pay in state and local taxes before you move.
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Top Web Sites on Alzheimer's Disease
Financial Planning for Alzheimer's These resources for patients and caregivers can help provide guidance for dealing with Alzheimer's disease and other forms of dementia.
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6 Essential Documents for Alzheimer's
Financial Planning for Alzheimer's Prepare these documents, and update older ones, while you still have the decision-making capacity to do so.
Financial Planning for Alzheimer's
