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Stories & Features

Retirees Return to the Daily Grind

EDITOR'S NOTE: This article was originally published in the September 2009 issue of Kiplinger's Retirement Report. To subscribe, click here.   Bob Long retired from his job as a math teacher in Bethesda, Md...

Leave Your Kids a Tax-Free Legacy

EDITOR'S NOTE: This article was originally published in the September 2009 issue of Kiplinger's Retirement Report. To subscribe, click here.  Let’s say you have a traditional IRA, and you’d like to leave all or most...

Boost Your Social Security Benefits

EDITOR'S NOTE: This article was originally published in the August 2009 issue of Kiplinger's Retirement Report. To subscribe, click here. There is no perfect time to apply for Social Security. You can claim early and take...

Switching to a Roth Takes Tax Planning

EDITOR'S NOTE: This article was originally published in the August 2009 issue of Kiplinger's Retirement Report. To subscribe, click here. Come January 2010, just about anyone will be able to convert a traditional IRA to a...

Fund a Roth IRA for Your Grandkid

EDITOR'S NOTE: This article was originally published in the August 2009 issue of Kiplinger's Retirement Report. To subscribe, click here. Perhaps your 12-year-old granddaughter earns money babysitting for the neighbor's...

An October Surprise for Seniors?

For the first time since annual cost-of-living adjustments became automatic nearly 35 years ago, seniors will not get a raise in their Social Security benefits in 2010. And unless Congress steps in, some beneficiaries will...

The Social Security Catch-22

Editor's note: This article is from the 2009 issue of Success With Your Money. Order your copy now.It sounds like a cruel joke. After a lifetime in the workforce, you call it quits at 62 to claim Social Security benefits...

A Case Study in Asset Allocation

EDITOR'S NOTE: This article was originally published in the July 2009 issue of Kiplinger's Retirement Report. To subscribe, click here.With the recession still going strong, now is a good time to reassess your portfolio. One...

Your Retirement: Create a Plan B

WHERE YOU ARE: You lost 30% or more of your retirement savings in the market crash. WHERE YOU WANT TO BE: Able to retire comfortably within the next five to ten years. HOW TO GET THERE: Take a deep breath,...

Charitable Giving in Rocky Times

EDITOR'S NOTE: This article was originally published in the July 2009 issue of Kiplinger's Retirement Report. To subscribe, click here.As you tighten your spending, you may be tempted to cut back on your charitable giving....

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Basics of Money

529 Plan FAQs

Editor's note: This story has been updated since it originally was published. Since Kiplinger's first wrote about...

How to Start Investing

You want a home of your own, an education for your kids, a comfortable retirement someday and a little fun along...

Set Goals and Adopt a Strategy

Investment goals tend to be long-term: enough to pay college tuition starting in ten years, for instance, or enough...

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