Should Retirees Continue to Invest?, Estate Planning Thwarts 'Third-Generation Curse,' Six Big Mistakes Made on Retirees' Tax Returns

Wealth Transfer and Strategic Gifting Opportunities for 2024 | Staying the Financial Course During an Election Year | How Estate Planning Can Thwart 'Third-Generation Curse' Created for {EMAIL} | [Web Version]( March 13, 2024 CONNECT WITH KIPLINGER  [LinkedIn]( [Facebook]( [X]( [Building Wealth]( [Youtube]( [Building Wealth]( [SIGN UP]( ⋅ [WEBSITE]( [] Financial Planning [] [Wealth Transfer and Strategic Gifting Opportunities for 2024]( [Wealth Transfer and Strategic Gifting Opportunities for 2024]( (Getty Images) Inflation adjustments to the gift and estate tax exemptions, along with the pending sunset of some tax cuts, make [2024 the year to dig into transfer strategies](. Financial planner David Weinstock highlights opportunities. [] Investing [] [Staying the Financial Course During an Election Year]( [Staying the Financial Course During an Election Year]( (Getty Images) History shows economic uncertainty in presidential election years is often unfounded, as the [markets perform well](, for the most part, no matter who wins. Attorney Bob Peterson shares some data. [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 [] Estate Planning [] [How Estate Planning Can Thwart 'Third-Generation Curse']( [How Estate Planning Can Thwart 'Third-Generation Curse']( (Getty Images) Financial adviser Nicole Jackson-Leslie explains how thorough communication with heirs about values and various elements of your estate plan could help younger generations [better manage their inherited wealth](. Featured Content Sponsored Content from Decanter [Exclusive European Wine Tours - Selling Fast]( Explore Europe's iconic wineries with Decanter's experts this June. Perfect for solo travelers and couples, our intimate trips offer exclusive access, exceptional wine, food and sightseeing. Check out our brochures and secure your spot now! Spaces are limited. [Learn More]( [] Taxes [] [Six Biggest Mistakes Made on Retirees' Tax Returns]( Reducing your lifetime tax bill is the goal, so if you or your tax preparer made any of these mistakes, an amended return or better planning might be in your future. Financial planner Evan Beach lists six money-costing mistakes he sees on retirees' returns. [Read More]( [7 Mistakes to Avoid When Hiring an Advisor]( Working with a financial advisor can be a crucial part of retirement planning. But choosing the wrong one can wreak havoc on your investments. Here are 7 common mistakes to avoid when hiring a financial advisor so you can work towards a more comfortable retirement. [LEARN MORE]( ADVERTISEMENT [] Saving for Retirement [] [Should Retirees Continue to Invest? Yes, and Here's How]( You might have switched to the spending phase of your retirement plan, but financial adviser JB Beckett notes that that doesn't mean you shouldn't invest any longer, or plan for market volatility. [Read More]( [Planning for Retirement? Learn These Common Myths]( What do you need to know about retirement planning? Learn about mistakes to avoid by reading our breakdown of 6 common retirement planning myths. [READ MORE]( ADVERTISEMENT [] RELATED KIPLINGER ARTICLES WE THINK YOU'LL ENJOY [] [How to pay for long-term care]( Most people will need long-term care at some point, but insurance is pricey. Here's a guide to covering the expenses. [The Reddit IPO is almost here: Should you buy Reddit stock?]( The Reddit IPO will launch later this month, but should you buy the social media stock when it first starts trading? We take a closer look. [SECURE 2.0 Act now helps lighten the burden of student loans]( Employers can now make matching contributions to an employee's 401(k) when they make payments on their student debt. 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 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. 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