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$141M TurboTax Settlement, Safe Vanguard Funds for a Bear Market, States with Highest Death Taxes

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Thu, May 11, 2023 11:21 AM

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10 Strategies to Consider When Retiring During a Volatile Market | Which Are More Popular: Tradition

10 Strategies to Consider When Retiring During a Volatile Market | Which Are More Popular: Traditional Banks or Online Banks? | $141M TurboTax Settlement Checks Headed to 4.4 Million Customers Created for {EMAIL} | [Web Version]( May 11, 2023 CONNECT WITH KIPLINGER  [LinkedIn]( [Facebook]( [Twitter]( [Youtube]( [Instagram]( [Retirement Tips]( [SIGN UP]( ⋅ [WEBSITE]( [] Retirement Planning [] [10 Strategies to Consider When Retiring During a Volatile Market]( (Getty Images) [10 Strategies to Consider When Retiring During a Volatile Market]( Making the decision to retire is not an easy one, and market volatility and persistently high inflation make it an even tougher call to make. Consider these 10 strategies to navigate an uncertain investing climate. 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[Try it out for yourself.]( [READ MORE]( ADVERTISEMENT [] Taxes [] [$141M TurboTax Settlement Checks Headed to 4.4 Million Customers]( (Shutterstock) [$141M TurboTax Settlement Checks Headed to 4.4 Million Customers]( A $141 million settlement with Intuit, the maker of TurboTax, means that millions of people -- many with lower incomes -- will receive checks in the mail beginning this week. See if you're among the eligible customers who should watch their mailboxes. [Read More]( [] Estate Planning [] [The Most Expensive States to Die In (Due to Death Taxes)]( (Getty Images) [The Most Expensive States to Die In (Due to Death Taxes)]( Which state you die in (and who you leave behind) can make all the difference when it comes to your loved ones' financial burdens. With that in mind, the following states are the most expensive states to kick the bucket in when you aren't a millionaire. [Read More]( [How to Choose A Financial Advisor With These 3 Questions]( Retirement is one of life's biggest financial decisions. But most of us feel off track in our planning. Simply put, for most of us, the idea of consulting with a financial advisor is too intimating. But it doesn't have to be this way. [READ MORE]( ADVERTISEMENT [] Investing [] [The 5 Safest Vanguard Funds to Own in a Bear Market]( (Getty Images) [The 5 Safest Vanguard Funds to Own in a Bear Market]( Vanguard funds are known as practical tools for the buy-and-hold-forever crowd. These five safest-rated Vanguard funds can be used to play a little defense - something investors could very well use in the current market environment. [Read More]( [Earn $200 After Spending $500]( Spend $500 and earn $200 with these cards. Unlimited cash rewards and great Intro APR deal. Start racking up huge rewards. [READ MORE]( ADVERTISEMENT [] RMDs [] [Inherited Retirement Plan? How to Easily Understand Payout Rules]( (Getty Images) [Inherited Retirement Plan? How to Easily Understand Payout Rules]( With the passage of the SECURE Act, there have been confusing changes in required payouts for beneficiaries on retirement plans and IRAs. Figure out first which kind of beneficiary you are to understand the new rules and timing on RMDs. [Read More]( 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’s Personal Finance]( magazine, [The Kiplinger Letter]( [The Kiplinger Tax Letter]( [Kiplinger’s Retirement Report]( and [Kiplinger’s 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 US LLC © Full 7th Floor, 130 West 42nd Street, New York, NY, 10036

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