Retirement
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You've Got a Trust: Now Who Should Be the Successor Trustee?
You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that.
By John M. Goralka Published
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Three Ways Fiduciary Financial Planners Put You First
Fiduciary financial advisers are required by law to work in your best interest. Here's how they are key to intentional and efficient financial management.
By Jon Melton, MDRT and CORT Member Published
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Seven Great Places to Retire in Florida
retirement The Sunshine State remains a beacon for retirees, offering warm weather, sandy beaches, a comparatively low cost of living and more. Here's a look at where to live.
By the editors of Kiplinger's Personal Finance Last updated
retirement -
10 Myths About Health Savings Accounts
savings When you’re choosing a health plan for the year, one option may be a high-deductible plan that makes you eligible to contribute to a health savings account.
By Kimberly Lankford Last updated
savings -
Does It Make Sense to Rent In Retirement?
Making Your Money Last Renting isn't right for all retirees, but it does offer flexibility and it frees up cash.
By Sandra Block Last updated
Making Your Money Last -
The Seven Worst Assets to Leave Your Kids or Grandkids
inheritance Leaving these assets to your loved ones may be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.
By David Rodeck Last updated
inheritance -
What Could a Trump Presidency Mean For Social Security and Medicare?
Kiplinger looks at Donald Trump's stances on Social Security and Medicare, including what he did as president.
By Kathryn Pomroy Last updated
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Kiplinger's Best Banks for Retirees
banking Retirees should be able to find a suitable account with one of these banks. They offer full-service branches, free personal checks and some attractive savings options, too.
By Lisa Gerstner Last updated
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HSAs Can Reimburse You for Medicare Premiums Paid
Medicare Even if your Medicare premiums are automatically deducted from your Social Security check, you can take tax-free withdrawals from an Health Savings Account to reimburse yourself.
By Kimberly Lankford Last updated
Medicare