Retirement-planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Tax Advantages of Oil and Gas Investments: What You Need to Know
Tax incentives allow for deductions and potential tax-free earnings — benefits accessible only to accredited investors in small producer projects.
By Daniel Goodwin Published
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Taxes in Retirement: What ESOP Participants Need to Know
Most Employee Stock Ownership Plans (ESOP) participants transfer company stock to an IRA starting around age 55, so taxes on that money have been deferred.
By Peter Newman, CFA Published
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The Average Social Security Check by Age
Compare your average Social Security check to others of your age, and plan for the future.
By Donna LeValley Last updated
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The US Postal Service Does More Than Deliver Mail: Six Ways It Helps Older Adults
With talk of cuts to the USPS swirling, here are the ways it provides vital services to the nation’s older adults.
By Donna Fuscaldo Published
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10 Strategies to Consider When Retiring During a Volatile Market
If you're retiring when the stock market is volatile, there are strategies to follow to be more in control.
By Deborah Yao Last updated
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Six Tax Breaks That Get Better With Age
Tax Breaks Depending on your age, several tax credits, deductions, and amounts change — sometimes for the better.
By Kelley R. Taylor Last updated
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The Best Places to Retire in New England
places to live Thinking about a move to New England for retirement? Here are the best places to land for quality of life, affordability and other criteria.
By Stacy Rapacon Last updated
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How Dividend Reinvestments Work for Retirement
Want your retirement investments to keep growing? Here's what you should know about dividend reinvestment.
By Robert H. Yunich Published
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Retirement Savings on Track? See How Much You Should Have in Your Mid-50s and Early 60s
JPMorgan’s guide can help older Gen Xers determine whether they have saved enough for a retirement pegged to their income level.
By Donna Fuscaldo Last updated