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Medicare Open Enrollment Deadline, Should Retirees Buy a Second Home?, How to Restart Social Security

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Mon, Dec 4, 2023 12:47 PM

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10 Things For Retirees To Know About Buying A Second Home | IRA Rollover Rules: What You Need to Kno

10 Things For Retirees To Know About Buying A Second Home | IRA Rollover Rules: What You Need to Know | 10 Things To Know For Medicare Open Enrollment Created for {EMAIL} | [Web Version]( December 4, 2023 CONNECT WITH KIPLINGER  [LinkedIn]( [Facebook]( [X]( [Youtube]( [Instagram]( [Retirement Tips]( [SIGN UP]( ⋅ [WEBSITE]( [] Real Estate [] [10 Things For Retirees To Know About Buying A Second Home]( [10 Things For Retirees To Know About Buying A Second Home]( (Getty Images) If you're considering a [second home](, think carefully before making this major purchase. The wrong property can turn your dream into a nightmare. Here's what you need to know about [buying a second property]( in retirement. [] Retirement Accounts [] [IRA Rollover Rules: What You Need to Know]( [IRA Rollover Rules: What You Need to Know]( (Getty Images) As always, [getting taxes wrong]( can be costly. Here are three important IRA rollover rules to remember, as well as an informative case in which an IRA owner violated all [three rules](. [Vanguard vs. Fidelity vs. Schwab]( Who are you partnered with? See how these popular brokerage firms stack up when it comes to fees, resources, and specific services, so you can decide on the right fit for you. [LEARN MORE]( ADVERTISEMENT [] Medicare [] [10 Things To Know For Medicare Open Enrollment]( [10 Things To Know For Medicare Open Enrollment]( (Getty Images) [Medicare open enrollment]( is almost over. Enrollment will close in less than a week on Thursday Dec. 7. But you still have time to make sure you have the best plan or plans for you. Consider these [ten tips to guide your Medicare journey](. [] Social Security [] [How Do I Stop and Restart Social Security?]( [How Do I Stop and Restart Social Security?]( (Getty Images) Many seniors are relieved to learn they can start, stop and restart [Social Security]( benefits. Even if you understand [Social Security claims]( before filing, you may want a do-over. Jacob Wolinsky, CEO of ValueWalk, explains the choices available to you and how they affect your finances. [7 Secrets to Know About Hiring a Financial Advisor]( Choosing a financial advisor is a major life decision that can determine your financial trajectory for years to come. Be aware of these 7 secrets comfortable retirees know about hiring an advisor, so you can find peace of mind and potentially avoid years of stress. [LEARN MORE]( ADVERTISEMENT Featured Content Sponsored Content from Kiplinger Retirement Report [Don't run out of money in your retirement.]( Get a [FREE ISSUE]( of Kiplinger Retirement Report for proven ways to safeguard your savings against taxes and inflation, maximize Social Security and Medicare benefits, preserve and protect your estate, make the right move with your 401(k), IRA, RMDs, get the best health care and insurance at the best price, and much more. [CLICK HERE]( [] Quality of Life [] [9 Things You Must Know About Retiring to Arizona]( [9 Things You Must Know About Retiring to Arizona]( (Getty Images) The [Grand Canyon State]( offers so much more than that gorgeous hole in the ground. [Is Arizona calling to you](, too, as you plot your retirement? Check out nine factors that may help you choose whether to spend your golden years in this southwestern state. [Are People in their 40s and 50s Delaying Retirement?]( A recent quiz survey by Athene found that more than 4 out of 10 quiz respondents underestimated the number of sandwiched adults who have put off retirement to support adult children, an older parent or other loved one. [READ MORE]( ADVERTISEMENT [] Taxes [] [Year-End Tax Planning for a Financially Healthier Retirement]( [Year-End Tax Planning for a Financially Healthier Retirement]( (Getty Images) The goal of [tax planning]( is to decrease your tax liability and maximize your income. Investment adviser Ryan Marston explains how this strategy can have a [huge impact on your financial well-being]( throughout your working life and especially in retirement. 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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