Latest
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My Great Retirement Dream: Sell My House, Downsize, Live off the Proceeds and Dabble in Stocks. Can I Do It?
I ask an expert financial planner if my retirement dreams are realistic — or if my head is in the clouds.
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Five Trusts You Need to Know About and the Best Time to Use Them
You can use trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes.
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Ask the Editor: Reader Questions on 529 plans
In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions related to 529 plans.
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Americans Worry More About Going Broke in Retirement Than Dying, Study Shows. Here's What to Do.
Inflation, taxes and Social Security are the three top concerns for retirees, according to the 2025 Allianz Annual Retirement Study
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Doing This With Your 401(k) Could Cost You $18,000
Your old 401(k) accounts may be slowly bleeding money — because the power of compounding can work against you, too.
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Three Options for Retirees With Concentrated Stock Positions
If a significant chunk of your portfolio is tied up in a single stock, you'll need to make sure it won't disrupt your retirement and legacy goals. Here's how.
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Before You Remarry: 10 Important Things to Consider
Remarry carefully, because love gets complicated the second time around.
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Despite Economic Uncertainty, Americans Remain Confident About Retirement, Survey Shows
Saving and spending is a concern but most workers and retirees think they are on track based on a new survey.
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Should You Take a Loan From Your 401(k) Before Retiring?
You can take a loan from your 401(k) plan if necessary, but it runs the risk of jeopardizing your long-term retirement goals, so make sure to consider your options carefully.
