Articles from Kiplinger
Browse articles from Kiplinger’s Personal Finance magazine and Kiplinger’s Retirement Report, offering useful information about strategies for retirement investing and achieving financial security.
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Discouraged? Try This
- Kiplinger's Personal Finance, Vol 57, Issue 6, June 2003
- FUND INSIGHTS
- Yield Hungry Investors Reach for Muni Bonds
- Kiplinger's Retirement Report, Vol 10, Issue 6, June 2003
- High taxable-equivalent yields mean that many retirees will do better with munis than Treasuries.
- Mighty Deductions From Little Ones Grow
- Kiplinger's Retirement Report, Vol 10, Issue 6, June 2003
- Tells how to use miscellaneous tax deductions to your advantage. Explains what's deductible and tells about a write-off for a wrecked Roth.
- Get the Right Pension
- Kiplinger's Retirement Report, Vol 10, Issue 6, June 2003
- Tells about the kinds of errors that can creep into calculations of your pension. Explains what you can do to catch such errors, and tells where to find expert help.
- Finding Income in a Low-Rate Environment
- Kiplinger's Retirement Report, Vol 10, Issue 7, July 2003
- Advice for retirees in a quandary about how to safely squeeze more income from their investments.
- Finding Income in a Low-Rate Environment
- Kiplinger's Retirement Report, Vol 10, Issue 7, July 2003
- Advice for retirees in a quandary about how to safely squeeze more income from their investments.
- Create a Plan That Spans Life’s Seasons
- Kiplinger's Retirement Report, Vol 10, Issue 7, July 2003
- Older people's needs change and so should the focus of their health care and estate plans. This article explains the three basic issues that should be addressed by a health care plan for the elderly. It also tells how to develop a plan for the estate.
- Fiscal Crisis Threatens Nursing-Home Care
- Kiplinger's Retirement Report, Vol 10, Issue 7, July 2003
- Describes the unhappy state of nursing homes and discusses the impact state cutbacks will have. Tells why private patients pay so much. Examines whether state mandates can solve the problems of high cost and unpredictable care. Lists four things you can do to get better or more affordable nursing-home care.
- Creative Ways to Save
- Kiplinger's Personal Finance, Vol 57, Issue 8, August 2003
- Creative savings-strategies for those who have middle-class lives but still earn “too much”: tax breaks that are available, alternative investment vehicles for retirement and college savings, such as 529 college-savings plans, variable tax-deferred annuities, and variable universal life insurance plans. Contributing more to retirement plans may also recapture some tax breaks. You can also save in non-retirement accounts by investing in certain tax-efficient mutual funds.
- Drive Down Your Tax Bill
- Kiplinger's Personal Finance, Vol 57, Issue 8, August 2003
- Eight ways to SQUEEZE EXTRA SAVINGS from the latest rules. By Kevin McCormally
- Take Control
- Kiplinger's Personal Finance, Vol 57, Issue 9, September 2003
- Simple strategies to get your finances BACK ON TRACK.
- When Insurance Makes You Sick
- Kiplinger's Personal Finance, Vol 57, Issue 9, September 2003
- Safeguard the FRAGILE CONNECTION between you and your medical coverage.
- Is Your Pension Safe?
- Kiplinger's Personal Finance, Vol 57, Issue 10, October 2003
- Reports on the health of the nation's pension system as more bankrupted companies are bailed out by the government's Pension Benefit Guaranty Corporation (PBGC). Points out who is most adversely affected by the PBGC's cap on distributions, and by any freeze imposed by employers on plan participation. Looks at the increasing costs to fund pension plans, and what changes the business community wants Congress to make to ease the costs.
- Pay Your Money, Make Your Choice
- Kiplinger's Personal Finance, Vol 57, Issue 10, October 2003
- Discusses the continuing trend towards consumer-driven health plans as employers look for ways to shift more of the rising costs of health care on to employees. Describes the general concept of consumer-driven plans, how it works, its aim to change consumer spending habits, and the concerns of critics of the approach.
- Plan Now to Cut This Year’s Tax Bill
- Kiplinger's Retirement Report, Vol 10, Issue 10, October 2003
- Tells what you can do now to cut your federal income tax bill. Explains how to take advantage of low rates on long-term gains and dividends. Also gives advice on deductions related to home refinancing.
- Fine-Tune Your Health Care Directive
- Kiplinger's Retirement Report, Vol 10, Issue 10, October 2003
- Tells why you should consider having two health-care directives and describes a health-care proxy that would meet legal requirements in all 50 states. Also explains how to finalize the details on your directive and tells where to get more information.
- Can You Trust Your Fund?
- Kiplinger's Personal Finance, Vol 57, Issue 11, November 2003
- Accusations of unethical or illegal deals threaten to undermine the industry's Mr. Clean image. By Anne Kates Smith and Steven T. Goldberg
- Find a Good Medigap Policy at a Fair Price
- Kiplinger's Retirement Report, Vol 10, Issue 11, November 2003
- Offers advice and describes resources that will help you find the right Medigap policy at the right price. Presents a table showing minimum, maximum, and average prices for ten different Medigap plans. Also presents tables showing the cumulative cost of owning a Medigap policy under four different pricing methods.
- No Free Lunch for Those on Medicaid
- Kiplinger's Retirement Report, Vol 10, Issue 11, November 2003
- Offers a primer on the Medicaid program and tells who qualifies. Explains how states are clamping down and why planning is a must. Lists websites where you can get more information.
- More Companies Want Retirees Back at Work
- Kiplinger's Retirement Report, Vol 10, Issue 11, November 2003
- Explains why some employers are taking steps to encourage older workers to stay on the job or come back. Tells what some companies are doing to keep such workers.
- Give Yourself a Break
- Kiplinger's Personal Finance, Vol 57, Issue 12, December 2003
- Save today for a better tomorrow and an immediate tax break. By Mary Beth Franklin
- Get the Tax Help You Need From an Expert
- Kiplinger's Retirement Report, Vol 10, Issue 12, December 2003
- If you need help, line it up soon, because changes in the tax rules guarantee that pros will be in demand.
- Gimme (More) Shelter
- Kiplinger's Retirement Report, Vol 10, Issue 12, December 2003
- Explains why your home and auto insurance may not provide you with the liability coverage you need, and why you may need an umbrella insurance policy. Tells how to determine what you need when it comes to buying an umbrella policy. Discusses stipulations to buying coverage and how premiums are determined.
- Paving the Way by Having Your Say
- Kiplinger's Retirement Report, Vol 10, Issue 12, December 2003
- Gives advice on drafting and maintaining a health-care directive and on how to make sure that your wishes are carried out. Describes the different tools, including the living will and the health-care proxy. Tells where to get more information on health-care directives.
- On the Way: A Drug Benefit From Medicare
- Kiplinger's Retirement Report, Vol 11, Issue 1, January 2004
- Up close, some retirees may find that Medicare's new prescription-drug coverage loses its luster
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