Quizzes
Explore our Kiplinger quizzes and test your finance and investing knowledge.
Latest
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Control vs Protection Quiz: Which Trust Do You Need?
Quiz Take this simple quiz to discover whether a revocable or irrevocable trust should be the cornerstone of your estate plan.
By Donna LeValley
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Vesting, Catch-Ups and Roths: The 401(k) Knowledge Quiz
Quiz Test your understanding of key 401(k) concepts with our quick quiz.
By Donna LeValley
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Estate Tax Quiz: Can You Pass the Test on the 40% Federal Rate?
Quiz How well do you know the new 2026 IRS rules for wealth transfer and the specific tax brackets that affect your heirs? Let's find out!
By Kate Schubel
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Don't Let the Court Decide: Test Your Knowledge on Avoiding Probate
Quiz Test your basic understanding of why having an estate plan is crucial to avoiding probate in our quick quiz.
By Donna LeValley
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QUIZ: What Type Of Retirement Saver Are You?
Quiz What is your retirement savings style? Find out with this quick quiz.
By Donna Fuscaldo
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Capital Gains Tax Quiz: How Well Do You Really Know IRS Investment Tax Rules?
Quiz Take our capital gains tax quiz to test your investment taxes knowledge. Learn about loss rules, holding periods, and tax incentives that could impact your savings.
By Kelley R. Taylor
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Original Medicare vs Medicare Advantage Quiz: Which is Right for You?
Quiz Take this quick quiz to discover your "Medicare Personality Type" and learn whether you are a Traditionalist, or a Bundler.
By Donna LeValley
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Social Security Benefits Quiz : Do You Know the IRS Tax Rules?
Quiz Social Security benefits often come with confusing IRS tax rules that can trip up financially savvy retirees and near-retirees.
By Kelley R. Taylor
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Are You Ready for 65? The Medicare Initial Enrollment Period Quiz
Quiz Turning 65 soon? Test your basic knowledge of Medicare's Initial Enrollment Period (IEP) rules in our quick quiz.
By Donna LeValley
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