SECURE 2.0 Act Summary: New Retirement Plan Rules to Know | What's the 2024 Estate Tax Exemption? | How to Apply for a Social Security Card Replacement
Created for {EMAIL} | [Web Version]( April 25, 2024
CONNECT WITH KIPLINGER [LinkedIn]( [Facebook]( [X]( [Youtube]( [Instagram]( [Retirement Tips]( [SIGN UP]( ⋅ [WEBSITE](
[] Retirement Policy
[] [SECURE 2.0 Act Summary: New Retirement Plan Rules to Know](
[SECURE 2.0 Act Summary: New Retirement Plan Rules to Know]( (Getty Images)
The SECURE 2.0 Act is a recently enacted significant piece of legislation that has brought substantial changes to retirement account rules. These [changes affect retirement savings plans]( such as [401(k)](, 403(b), IRA, Roth accounts, and related tax breaks. Here's what to know. [] Estate Planning
[] [What's the 2024 Estate Tax Exemption?](
[What's the 2024 Estate Tax Exemption?]( (Getty Images)
The federal estate tax exemption amount went up again for 2024. A higher exemption means more estates may be [exempt from federal tax](. Will it save your [heirs]( from a hefty tax bill? [Attention Income Investors, Learn How to Generate Dividend Yields of 10%](
The average annual return of commercial real estate over 20 years is roughly 9.5%, nearly 1% greater than the S&P 500's average annual return of 8.6%. The CRE Income Fund pays an annual 10% dividend yield and is a long-term strategy that returns over $25,000 for every $10,000 invested over the next ten years. [READ MORE]( ADVERTISEMENT [] Social Security
[] [How to Apply for a Social Security Card Replacement](
[How to Apply for a Social Security Card Replacement]( (Getty Images)
It can be frustrating searching for your [Social Security]( card, coming up empty and realizing you need to get a new one. However, [getting a card replacement]( can be fairly straightforward. But you need to have the right documentation for the agency to issue you a new one. [] Real Estate
[] [One-Third of Parents Are Paying An Adult Child's House Down Payment? Are You?](
[One-Third of Parents Are Paying An Adult Child's House Down Payment? Are You?]( (Getty Images)
As housing costs soar, [Gen Z and Millennial home buyers]( are turning to family for help. We break down a new housing report on how many parents will be expected to [front young homebuyers' down payments](. [Ask a Pro: What's the Best Way to Lower RMD Taxes?](
Ask an advisor. Try this no-cost tool to get matched with up to 3 vetted fiduciaries serving your area who can help you with your finances. It's never too late to work towards a comfortable retirement. [Get Started]( 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.](
[] See the World
[] [What To Take on a Plane for a More Comfortable, Luxurious Trip](
[What To Take on a Plane for a More Comfortable, Luxurious Trip]( (Getty Images)
What used to be [expected flight amenities]( -- free headphones, entertainment, pillows, heck, even water -- can't be guaranteed depending on which airline you're traveling with. Luckily, there are ways to [make flights more comfortable](, regardless of where you're sitting. [Is your money working hard enough?](
It should be! Learn how Betterment's automated investing and savings technology can make your money hustle, while you don't. [LEARN MORE]( ADVERTISEMENT [] Investing Strategy
[] [Qualified Dividends vs. Ordinary Dividends: What to Know](
[Qualified Dividends vs. Ordinary Dividends: What to Know]( (Getty Images)
At some point in almost every investor's life, they'll be alerted to the fact that they're collecting "qualified dividends." CFA Charles Lewis Sizemore explains [how they differ from ordinary dividends](, and why it ultimately depends on [how you're taxed](. [] RELATED KIPLINGER ARTICLES WE THINK YOU'LL ENJOY
[] [Blue Zones: How to Turn Health and Financial Security into Longevity](
Many of the tactics used to increase longevity in "blue zones" are attainable, and as people age longer, habits and financial planning need to adapt accordingly.
[Whole Life Insurance: A Multipurpose Financial Planning Tool](
Here's how whole life insurance works, along with five key benefits, as well as a few concerns to consider. [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