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3 Tax Free Ways to Transfer Wealth, How Charitable Remainder Trusts Can Replace Stretch IRAs, 5 Best Fidelity Mutual Funds

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Thu, Apr 18, 2024 11:53 AM

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What Happens Financially When You Work One More Year? | Three Ways to Give to Your Kids Tax-Free Whi

What Happens Financially When You Work One More Year? | Three Ways to Give to Your Kids Tax-Free While You re Still Alive | Charitable Remainder Trust: The Stretch IRA Alternative Created for {EMAIL} | [Web Version]( April 18, 2024 CONNECT WITH KIPLINGER  [LinkedIn]( [Facebook]( [X]( [Youtube]( [Instagram]( [Retirement Tips]( [SIGN UP]( ⋅ [WEBSITE]( [] Timing Your Retirement [] [What Happens Financially When You Work One More Year?]( [What Happens Financially When You Work One More Year?]( (Getty Images) An [extra year of work can “move the needle”]( and change the landscape of your impending retirement. It adds more income and reduces the cost of your retirement. CFP Andrew Rosen stresses using financial modeling to provide an understanding of your finances and financial decisions. [] Tax-Free Transfers [] [Three Ways to Give to Your Kids Tax-Free While You’re Still Alive]( [Three Ways to Give to Your Kids Tax-Free While You re Still Alive]( (Getty Images) There are ways to deplete your estate and enrich your children (and grandchildren) without incurring a tax bill. CFP Evan T. Beach gives you [three ways to make tax-free transfers during your lifetime](. Your heirs can benefit now, and you are around to see them enjoy the fruits of your labor and planning. [Long Term Care Insurance: Dealing with a Claim or Premium Rate Increase?]( Are you struggling with a Long Term Care Insurance claim or don't know where to start? Are you dealing with double-digit Premium Rate increases and need to make some changes but are not certain what to do? These 2 Guides "Filing & Managing a Long Term Care Insurance Claim" & "Dealing with Premium Rate Increases" will be of enormous help. [Click Here]( ADVERTISEMENT [] Estate Planning Options [] [Charitable Remainder Trust: The Stretch IRA Alternative]( [Charitable Remainder Trust: The Stretch IRA Alternative]( (Getty Images) The SECURE Act upended many estate plans by changing the distribution rules for inherited IRAs. The stretch IRA allows your heirs to enjoy the tax-deferred growth of inherited retirement funds over their lifetimes. CFP Brandon Mather has [a substitute for the defunct stretch IRA]( to avoid the forced depletion of an inherited IRA in 10 years. [] Take Our Survey [] [Help Us Help You Better]( [Help Us Help You Better]( (Getty Images) We want to better understand our readers so we can provide the kind of stories you want on the financial topics that matter most to you. You're invited to take a [2-minute survey]( to tell us your interests. Your replies are entirely confidential, they will not be shared with any third party, and none of the answers are personally identifiable. Click [here]( to start, and thanks! [Veterans: Buying a home? Check VA Savings]( With powerful benefits like $0 down payment and the lowest average interest rates on the market, Veterans can offset some of the upfront costs of homeownership. See how much your benefits can save you. [Read More]( ADVERTISEMENT Featured Content Sponsored Content from Kiplinger Retirement Planning 2024 [Plan and enjoy a worry-free retirement.]( Whether you've already left the workforce or you're just beginning to think about it, [Kiplinger Retirement Planning 2024]( will show you how to maximize your 401(k), select top-performing investments, get the most from Social Security, protect your estate, ensure affordable top-notch health care and much more. [Click to see table of contents.]( [] Mutual Funds [] [The 5 Best Actively Managed Fidelity Funds to Buy Now]( [The 5 Best Actively Managed Fidelity Funds to Buy Now]( (Getty Images) If you are looking for a great way to diversify your portfolio during retirement — you’ve found it. Mutual funds are highly liquid and easy to trade. Our investing experts made these selections because they believe [these five funds can outperform in the current high-inflationary, high-interest rate environment that we are currently in](. [Have This Much Money? You May Want a Financial Advisor]( Money can't buy happiness, but research finds that if you have this much in household assets, hiring a financial advisor could help heighten your satisfaction levels. Just how much money do you need? [Learn More]( ADVERTISEMENT [] Scams and Fraud [] [Retirees Face Significant Tax Bills Due to Fraud]( [Retirees Face Significant Tax Bills Due to Fraud]( (Getty Images) Getting defrauded and then getting a huge tax bill is a double whammy. That is the reality some retirees face when scammed out of retirement savings. Be prepared by [learning more about these scams and how to not be the next victim](. [] RELATED KIPLINGER ARTICLES WE THINK YOU'LL ENJOY [] [What to Expect in a Gray Divorce]( Here are three tips to prepare before you start the process. [IRS Delays IRA RMD Rules to 2025]( Taxpayers get a reprieve as the IRS is delaying certain required minimum distribution (RMD) rules until next year. [Sign up free for A Step Ahead: Guidance on how to navigate today’s challenges to business, the economy, and financial markets.]( ABOUT KIPLINGER When we write about money, we get it right. So the decisions you make with your dollars are also right. Kiplinger is a trusted provider of unbiased financial advice, objective business and economic forecasts, and practical help to millions of business professionals, investors, and individuals seeking to make more profitable decisions with their money. Our [flagship publications]( include [Kiplinger Personal Finance]( magazine, [The Kiplinger Letter]( [The Kiplinger Tax Letter]( [Kiplinger Retirement Report]( and [Kiplinger Investing for Income.]( All are regarded as the leading publications in their respective fields. Every day, millions of readers rely on our [free e-newsletters]( for help on everything from getting the best rate on a mortgage or car loan, to managing their businesses in an uncertain world, avoiding an IRS audit, building wealth for a secure retirement, or investing wisely in any kind of market. Now it’s your turn to reap all the rewards Kiplinger has to offer. Visit [Kiplinger.com](, your gateway to all of the above and much more. Check in any time for our latest advice on how to make more money, and keep more of the money you make. Stay right on the money, with Kiplinger. [Sign Up]( | [Print Publications]( | [Unsubscribe]( [Privacy Policy]( | [Cookies Policy]( | [Terms and Conditions]( CONTACT US: [FEEDBACK](mailto:alerts@kiplinger.com) | [ADVERTISE]( [Future]( Future US LLC © Full 7th Floor, 130 West 42nd Street, New York, NY, 10036

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