Should You Move Your 401(k) to an IRA Once You Hit 59½? Some 401(k)s allow for in-service withdrawals at age 59½, opening up greater investment options. Here are three reasons for taking the plunge. Kiplinger · Oct 18, 2024
Ballot Initiatives to Know: Kiplinger Election Updates The latest election updates on what candidates are saying as it concerns people's finances, along with commentary and analysis from Kiplinger experts. Kiplinger · Oct 17, 2024
States That Offer a Child Tax Credit Fifteen states plus the District of Columbia currently offer a child tax credit. Here’s how much you can get this tax season. Kiplinger · Oct 17, 2024
You're 60 Years Old With $1 Million Saved: Can You Retire? The answer depends on several factors. The key is to create a plan that combines all aspects of retirement — income, taxes, health care and legacy planning. Kiplinger · Oct 11, 2024
12 Books That Taught Us About Finance From classics to recent bestsellers, here are some of the best money and personal finance books you can find on Amazon, according to Kiplinger's editors and writers. Kiplinger · Oct 9, 2024
Harris or Trump: Whose Tax Plans Are More Popular with Voters? A new poll is shedding light on what voters think about election tax policy. Kiplinger · Oct 5, 2024
Five Windows of Opportunity for Roth Conversions When you convert a traditional IRA to a Roth IRA matters if you want to limit how much you pay in taxes. Kiplinger · Oct 5, 2024
New Jersey Ends Sales Tax Break for EVs: What to Know Discover alternative savings now that New Jersey is phasing out its sales tax exemption on EVs. Kiplinger · Oct 2, 2024
Election 2024 Childcare Debate: Harris-Walz vs. Trump-Vance Plans As Election Day approaches, the Republican and Democratic tickets present different ideas for childcare and family tax credits. Here's what to know. Kiplinger · Oct 2, 2024
How Much Do You Need for a Comfortable Retirement? What you need to be comfortable in retirement won't be the same as what your neighbor might need. Here's a scenario in which $1 million might be enough. Kiplinger · Sep 27, 2024
Capital Gains in Retirement: Managing RMDs, Taxes, Social Security and Medicare Capital gains tax can significantly impact your funds and financial planning for retirement. Kiplinger · Sep 26, 2024
How to Get Dual Citizenship: Pros, Cons and Steps to Take Dual citizenship with countries like Italy, Greece and Saint Lucia has some obvious attractions — but there are drawbacks and hoops to jump through, too. Kiplinger · Sep 21, 2024
Shortage of CPAs as 2025 Tax Season Kicks Off This once resilient accounting industry is cracking, as the labor force seems in dire straits. It’s also affecting the IRS. Kiplinger · Sep 19, 2024
Where to Move Your Money Before the Next Fed Meeting I'll show you the savings accounts and CDs I'd consider to make the most of today's rates. Kiplinger · Sep 13, 2024
Kiplinger · Sep 13, 2024 Should You Keep Your 401(k) When You Retire? Here are three primary reasons you might want to consider moving your retirement money from your 401(k) to an IRA once you retire.
Kiplinger · Sep 11, 2024 What the Election Could Mean for Student Loan Forgiveness: Harris vs Trump As the presidential election heats up, here’s a closer look at each candidate’s plans to address student loans.
Kiplinger · Sep 11, 2024 Saving to Be a 401(k) Millionaire? Plan for Taxes Now Your tax bite in retirement could be excruciating. Here's why super savers need to get serious about protecting themselves.
Kiplinger · Sep 6, 2024 How Long $750,000 in Savings Plus Social Security Will Last in Every State How long $750,000 plus Social Security will last depends on when you retire and where you live.
Kiplinger · Aug 25, 2024 Three Ways to Create a Stronger Income Plan for Retirement Rather than despairing over a lack of retirement savings, try to focus on what you can do to help ensure a more confident retirement for you and your spouse.
Kiplinger · Aug 24, 2024 Three Strategies to Cut Your Taxes in Retirement All that money in your tax-deferred retirement accounts? Uncle Sam is going to want his cut, so here's how to prepare for that.
Kiplinger · Aug 22, 2024 Should You Freeze Your Credit Amid National Public Data, Change Healthcare Breaches? With data breaches in the news from National Public Data and Change Healthcare, people are wondering if they should freeze their credit.
Kiplinger · Aug 22, 2024 Five Reasons Some Financial Planners Avoid Tax Planning They might not be allowed to do it at their company, but they also might not be willing to commit the time or are more focused on compensation. Here's how to make sure you're covered.
Kiplinger · Aug 21, 2024 IRS Urges Employers to Participate in ERC Voluntary Disclosure Program Businesses can fix ERC claims with the IRS at a lower cost, but only for a limited time.
Kiplinger · Aug 19, 2024 Child Tax Credit: JD Vance Floats Enhanced Version in Surprise Pledge Trump’s vice presidential nominee has suggested enhancing the federal child tax credit. Here’s why it matters.
Kiplinger · Aug 19, 2024 Is Market Risk Holding Your Retirement Nest Egg Hostage? If you have plenty of retirement savings but still feel like you need to limit your spending, you might need an integrated retirement plan.