Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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Is a Roth Conversion Worth It? Why Timing Is EverythingIf you're a high earner or have a large sum in pretax retirement accounts, learn how and when to use Roth conversions to minimize future taxes.
By Ariel Dangelo
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We've Saved $2 Million: Is That Enough to Retire at 65?Can you retire at 65 if you've saved $2 million? It all depends on the life you envision, and how much work your portfolio needs to do to support it.
By Jeremy Keil, CFP®, CFA®, CKA®
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HSA Eligibility Changes: What to Know Before Open EnrollmentHSAs can be a useful tax-advantaged savings channel for business owners and the self-employed, and more people are eligible this year than ever.
By Brian Hutchin
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Starting Your Own RIA: 3 Pitfalls When Going IndependentIt's not easy to set up as an independent financial adviser. But it'll go more smoothly if you avoid these three common mistakes in the rush to get started.
By Alison Considine
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Gen X Rethinks Retirement (Thanks, Great Wealth Transfer!)Gen Xers don't want to stay in careers that no longer align with their goals or how they want to live. The Great Wealth Transfer gives them financial options.
By Bennett Pardue, CFP®, CDFA®, Investment Adviser Representative
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Triple Net Lease Investing: What Landlords Need to KnowTriple net lease (NNN) properties can be ideal for landlords who just want passive rental income, as long as you have these basics covered.
By Jason Milton
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How to Avoid the Age 18 Exit Trap on Trump AccountsTrump Accounts offer an appealing head start, but their value hinges on carefully timing post-age-18 Roth conversions to avoid tax and financial aid pitfalls.
By Daniel Fagan, MSPFP®, MPAS™, AIF®
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10 Adviser Red Flags For High-Net-Worth RetireesRetirees with a pension and substantial savings should expect far more from an adviser than investment management. That's just one piece of your retirement plan.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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5 Inherited IRA Moves to Make Before December 31The clock starts ticking the moment you inherit an IRA. Before year-end, make sure you're properly managing your withdrawals — and minimizing your taxes.
By Ben Fuchs, CFP®, CPWA®
