ERIC PETERSON - Kiplinger

 

 

Your DIY Retirement Plan Could Be Saved by a Second Opinion

Even if you think you have your plan all nailed down, complete with detailed spreadsheets and an inflation buffer, there may be something you're missing.



How Losing a Spouse Could Raise a Survivor's Taxes 416%

Switching to a single filing status and a few other changes that occur after losing a spouse could mean a dramatically higher tax bite. But there are ways to ease that burden.



Look Before You Leap Into a Taxing Withdrawal Strategy

Before you decide to turn on your Social Security, pension or some other income stream in retirement, consider the big picture. You have some control over the taxes you’ll pay in the future if you plan it right now.