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Happy Retirement Starts With 3 P’s, Higher Taxes in Retirement?, Financial Advisers’ Best Advice They’ve Received

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kiplinger.com

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alerts@kiplinger.com

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Wed, Jul 5, 2023 11:52 AM

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Can AI Plan Your Retirement Better Than I Can? | Estate Plan Critical if Multiple Generations Live T

Can AI Plan Your Retirement Better Than I Can? | Estate Plan Critical if Multiple Generations Live Together | Will You Pay Higher Taxes in Retirement? Created for {EMAIL} | [Web Version]( July 5, 2023 CONNECT WITH KIPLINGER  [LinkedIn]( [Facebook]( [Twitter]( [Building Wealth]( [Youtube]( [Building Wealth]( [SIGN UP]( ⋅ [WEBSITE]( [] Saving for Retirement [] [Can AI Plan Your Retirement Better Than I Can?]( [Can AI Plan Your Retirement Better Than I Can?]( (Getty Images) Financial adviser Jerry Golden [posed retirement planning questions to ChatGPT](. The results? A good start for artificial intelligence that begs for human intervention (though it had some things to say about Jerry!). [] Family Matters [] [Estate Plan Critical if Multiple Generations Live Together]( [Estate Plan Critical if Multiple Generations Live Together]( (Getty Images) When multiple generations live on the same property, issues over ownership, [who inherits what]( and who provides what can get complicated fast. Estate attorneys Tracy Craig and Emily Parker Beekman help sort it all out. Full Story: [Kiplinger]( (6/29) [Get No Advisory Fee for 6 Months]( Our team of advisors act as fiduciaries so you can be confident that any advisor you work with has your best interest at heart. Receive an expert-built investment portfolio that meets your needs. [Get started with J.P. Morgan Personal Advisors](. [GET STARTED]( See disclosure [here]( ADVERTISEMENT [] In Case You Missed It [] [Will You Pay Higher Taxes in Retirement?]( [Will You Pay Higher Taxes in Retirement?]( (Getty Images) Have you ever heard the saying, "You will pay less tax in retirement"? Well, a lot of retirees do not pay less tax in retirement. CFP Joe F. Schmitz Jr., who professes in capital letters that he hates taxes, offers some [ways to help you pay less](. Featured Content Sponsored Content from Kiplinger Advisor Collective [Introducing Kiplinger's Premier Membership for Financial Professionals]( The newly launched Kiplinger Advisor Collective is a criteria-based membership for business leaders who share a commitment to shaping the future of finance. [READ MORE]( [] Personal Finance [] [Financial Advisers Share Best Advice They Ever Received]( Some of our favorite financial advisers who are contributors to Building Wealth and Kiplinger Advisor Collective take a walk down memory lane to share with readers the financial advice that's made a big difference in their lives. [Read More]( [Share Your Story with Future Generations]( Passing down your life experiences to the next generation is a priceless gift. Contact [LifeTime Memoirs]( on (844)-399-0426 to learn how you can begin your private autobiography today. [LEARN MORE]( ADVERTISEMENT [] Retirement Planning [] [To Create a Happy Retirement, Start With the Three P's]( What's your financial 'philosophy' for your golden years? Is your retirement 'planning' specific to you? What's your 'process' to design your dream retirement? CFP Nicholas J. Toman delves into the three P's involved in a happy retirement. [Read More]( [This Billion Dollar Startup Wants to Help You Retire]( This Princeton grad's startup raised $161 million to help you plan a comfortable retirement. If you're one of the whopping 110 million Americans over the age of 50, or wisely planning ahead, SmartAsset's no-cost tool can help match you with up to 3 vetted financial advisors. [LEARN MORE]( ADVERTISEMENT [] Also on Kiplinger [] - Unrealized gains Supreme Court [case could change wealth taxes]( - [How big a nest egg]( Americans think they'll need to retire - Can I sue if a [college fails to appropriately educate]( my child? - For the latest ways to earn 5% to 7% cash yield safely and reliably, plus 4 Model Portfolios to show you exactly where to put your money, [bank on Kiplinger's Investing for Income](. 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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