Are Bonus Annuities a Good Deal?, Rolling Over Your Retirement Plan, Gen X & the Great Wealth Transfer

Retirees, Don't Let Inflation Cut into Your Summer Plans | Vintage Photos Emerge as Investable Asset Class | Are Bonus Annuities a Good Deal? Created for {EMAIL} | [Web Version]( July 12, 2023 CONNECT WITH KIPLINGER  [LinkedIn]( [Facebook]( [Twitter]( [Building Wealth]( [Youtube]( [Building Wealth]( [SIGN UP]( ⋅ [WEBSITE]( [] Inflation [] [Retirees, Don't Let Inflation Cut into Your Summer Plans]( [Retirees, Don't Let Inflation Cut into Your Summer Plans]( (Getty Images) If you're on a fixed income, pricier travel means compromises. CFP Erin Wood highlights how you can still [do fun stuff while saving]( -- think National Parks passes and senior discounts. [] Investing [] [Vintage Photos Emerge as Investable Asset Class]( [Vintage Photos Emerge as Investable Asset Class]( (Getty Images) Many of the most [valuable vintage photos]( are sports-related, and limited supply and high demand, as well as careful and trusted authentication, are key to their value, according to CFP Thomas Ruggie. [7 Mistakes to Avoid When Hiring an Advisor]( Life should be a balance of adventure and relaxation - not finances. Enter: Working with a financial advisor. But choosing the wrong one could potentially wreak havoc on your investments. Be aware of these 7 common mistakes when hiring one so you can get back to the balance that matters most. [Learn More]( ADVERTISEMENT [] Annuities [] [Are Bonus Annuities a Good Deal?]( [Are Bonus Annuities a Good Deal?]( (Getty Images) What seems like free money might not be in the long run, but sometimes [bonus annuities]( can be worth it. Annuity expert Ken Nuss explains how to figure out if a bonus annuity would work for you. 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]( [] Retirement Planning [] [Should You Roll Over Your Retirement Plan When You Retire?]( Financial adviser Mike Piershale goes over some of the pros and cons of leaving your money in the company retirement plan when you retire vs. rolling it over to an IRA. [Read More]( [4 Benefits of Investing in REAL ESTATE]( With continued market volatility, high inflation and a recession knocking at the door, you might be asking - how can I ensure my portfolio is diversified to weather these headwinds? The answer is simple: commercial real estate. [LEARN MORE]( ADVERTISEMENT [] Family Matters [] [Gen X Should Prepare Now for the Great Wealth Transfer]( As the Baby Boomer generation ages, it's more important than ever that Gen Xers talk to their family and understand how their wealth situation could change. CFP Mark Kenney highlights talking points and what Gen X should know about the wealth coming their way. [Read More]( [The Gift of a Lifetime: Your Autobiography]( There is no greater gift that you can give to the future generations of your family than your life story. How? By sharing it in the form of a private autobiography. Get in touch with [LifeTime Memoirs]( today on (844) 399-0426 and join the thousands of authors who have shared their stories. [LEARN MORE]( ADVERTISEMENT [] Also on Kiplinger [] - Four reasons [credit unions are a good bet]( in unsettled times - How three new [Supreme Court rulings]( impact your money - States with the [lowest property tax]( - 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. 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