One Reddit user is in this situation. The poster has indicated being on track with her husband to retire at the very young ...

Lots of changes in store for Social Security recipients as more people rely on a system that's operating above capacity. Full ...

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers five questions on inherited IRAs.

New tariffs could increase prices and shake the markets. Here’s what retirees need to know about Roth conversions, big ...

Americans believe the “magic number” they need to retire comfortably is $1.26 million, according to a survey by Northwestern ...

Converting now would enable you to spread a possible tax hit over more than one payment while reducing future taxes.

Learn how to maximize investing in a 529, a state-sponsored college education savings account for qualifying educational ...

President Trump repeatedly stated that he wanted to end Social Security benefit taxes, but that's not what the OBBB does.

Getting financial independence and retiring early (FIRE, it’s called) appeals to many souls. Few individuals actually manage ...

However, we need to keep in mind that longevity will also be filled with unexpected twists and turns. We will be forced to improvise as we deal with the unknown. I am often reminded of my friend ...

There are different types of IRAs, the most common being a traditional one, in which contributions may be tax-deductible, and a Roth IRA, a personal savings plan where contributions are not ...

Many Americans in their peak earning years worry about being able to afford retirement. Here are some strategies to make sure ...