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TAXABLE INCOME: WHAT IT IS AND HOW TO CALCULATE IT

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 * INHERITED AN IRA? FIVE THINGS EVERY BENEFICIARY SHOULD KNOW
   
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By submitting your information you agree to the Terms & Conditions and Privacy
Policy and are aged 16 or over.




INVESTING


KIPLINGER'S ECONOMIC CALENDAR FOR THIS WEEK

This week's economic calendar features a key inflation update and several
central bank speeches, including one from Fed Chair Jerome Powell.

Economy






 * LONGEVITY ILLUSTRATOR: FIND OUT HOW LONG YOU MIGHT LIVE
   
   Knowing how long you might live in retirement is critical as you plan your
   retirement income. Longevity illustrators can offer valuable insights.
   
   By Lisa A. Schilling, FSA, EA, FCA, MAAA Published 14 hours ago
   
   Retirement


 * COULD POLITICAL ARGUMENTS RUIN YOUR ESTATE PLAN?
   
   If you're arguing with loved ones over politics, consider taking a step back
   before cutting them out of your estate plan. The consequences could be
   serious.
   
   By Patrick M. Simasko, J.D. Published 15 hours ago
   
   Retirement


 * KIPLINGER INTEREST RATES OUTLOOK: THE FED IS STILL COMMITTED TO GRADUAL CUTS
   
   Forecasts Despite a large rate cut, the Fed will likely make smaller
   reductions at its next two meetings.
   
   By David Payne Last updated yesterday
   
   Interest-rates
   

VIEW MORE



PERSONAL FINANCE


WITH TV DRUG ADS, WHAT YOU SEE IS NOT NECESSARILY WHAT YOU GET

The U.S. is one of only two countries that legally allows drugmakers to
advertise products directly to patients. There are consumer protections in place
— but do they go far enough?

Health-insurance






 * WHEN WILL I RECEIVE MY FIRST 2025 SOCIAL SECURITY CHECK?
   
   Find out when you can expect your first 2025 Social Security payment and the
   date you get paid when your scheduled day falls on a holiday.
   
   By Donna LeValley Published 14 hours ago
   
   Social-security


 * KIPLINGER INTEREST RATES OUTLOOK: THE FED IS STILL COMMITTED TO GRADUAL CUTS
   
   Forecasts Despite a large rate cut, the Fed will likely make smaller
   reductions at its next two meetings.
   
   By David Payne Last updated yesterday
   
   Interest-rates


 * THE BIG CPA SHORTAGE PROBLEM IN ACCOUNTING
   
   Career This once resilient accounting industry is cracking, as the labor
   force seems in dire straits. It’s also affecting the IRS.
   
   By Gabriella Cruz-Martínez Last updated yesterday
   
   taxes
   

VIEW MORE


MEET KIPLINGER'S EXPERTS


 * ALEXANDRA SVOKOS
   
   Senior Digital Editor


 * KAREE VENEMA
   
   Senior Investing Editor


 * KELLEY R. TAYLOR
   
   Senior Tax Editor


 * ALEXANDRA TWIN
   
   Senior Personal Finance Editor


 * DAN BURROWS
   
   Senior Investing Writer


 * ELLEN KENNEDY
   
   Personal Finance Editor


 * KATELYN WASHINGTON
   
   Tax Writer


 * ERIN BENDIG
   
   Personal Finance Writer


 * BEN DEMERS
   
   Audience Engagement Manager




TAXES


THE BIG CPA SHORTAGE PROBLEM IN ACCOUNTING

Career This once resilient accounting industry is cracking, as the labor force
seems in dire straits. It’s also affecting the IRS.

taxes






 * RATTLED BY RMDS? LOOK NO FURTHER
   
   The rules for required minimum distributions (RMDs) have changed in recent
   years, so here's what to know as the end of the year (and a tax deadline)
   approaches.
   
   By Pam Krueger Published 2 days ago
   
   Retirement


 * WHAT IS THE TAX CUTS AND JOBS ACT (TCJA)?
   
   Tax Law Everything you need to know about the TCJA and key tax credits and
   deductions currently set to expire at the end of next year.
   
   By Kate Schubel Last updated 2 days ago
   
   taxes


 * WILL EVS DRIVE THE VOTE IN ELECTION 2024 SWING STATES?
   
   Tax Credits Electric vehicle tax credits have somehow become controversial.
   So car buyer attitudes in swing states might make a difference.
   
   By Kate Schubel Last updated 2 days ago
   
   taxes
   

VIEW MORE



KIPLINGER ADVISOR COLLECTIVE


HOW TO CREATE A 'THREE-STATEMENT PROJECTION MODEL' FOR A COMPANY

This framework provides a six-step structure on how to project a financial model
for a company.







 * 12 STEPS TO PROTECT YOUR RETIREMENT SAVINGS FROM MARKET VOLATILITY
   
   Even when the market ebbs and flows, you can keep your retirement investments
   stable with these proactive strategies.
   
   By Kiplinger Advisor Collective Published last week


 * WHAT INVESTORS SHOULD KEEP IN MIND THIS ELECTION SEASON
   
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   By Mario Hernandez Last updated 2 weeks ago


 * TAX EFFICIENCY MASTERY FOR FINANCIAL SUCCESS
   
   As you build your wealth, tax considerations are going to become more
   important in protecting your earnings and staying in good standing with tax
   authorities.
   
   By Justin Donald Published 2 weeks ago

   

VIEW ALL FROM THE KIPLINGER ADVISOR COLLECTIVE


RETIREMENT


WHEN WILL I RECEIVE MY FIRST 2025 SOCIAL SECURITY CHECK?

Find out when you can expect your first 2025 Social Security payment and the
date you get paid when your scheduled day falls on a holiday.

Social-security






 * LONGEVITY ILLUSTRATOR: FIND OUT HOW LONG YOU MIGHT LIVE
   
   Knowing how long you might live in retirement is critical as you plan your
   retirement income. Longevity illustrators can offer valuable insights.
   
   By Lisa A. Schilling, FSA, EA, FCA, MAAA Published 14 hours ago
   
   Retirement


 * COULD POLITICAL ARGUMENTS RUIN YOUR ESTATE PLAN?
   
   If you're arguing with loved ones over politics, consider taking a step back
   before cutting them out of your estate plan. The consequences could be
   serious.
   
   By Patrick M. Simasko, J.D. Published 15 hours ago
   
   Retirement


 * HOW TO GET DUAL CITIZENSHIP
   
   Dual citizenship with countries like Italy, Greece and Saint Lucia has some
   obvious attractions — but there are drawbacks and hoops to jump through, too.
   
   By Becca van Sambeck Published 2 days ago
   
   travel
   

VIEW MORE



ECONOMIC FORECASTS


KIPLINGER INTEREST RATES OUTLOOK: THE FED IS STILL COMMITTED TO GRADUAL CUTS

Forecasts Despite a large rate cut, the Fed will likely make smaller reductions
at its next two meetings.

Forecasts






 * SHOULD WE WORRY ABOUT THE SLOWING U.S. ECONOMY
   
   The Letter With the labor market cooling off and financial markets turning
   jittery, just how healthy is the economy right now?
   
   By David Payne Published 4 days ago
   
   The Letter


 * NEW PHONES GET ALL THE HYPE, BUT USED PHONES GET LOVE TOO.
   
   The Letter Even as flashy artificial intelligence features drive sales of new
   smartphones, used phones continue to fetch big bucks as demand outstrips
   supply.
   
   By John Miley Published 4 days ago
   
   The Letter


 * KIPLINGER RETAIL OUTLOOK: SALES KEEP RISING
   
   Economic Forecasts The small August sales increase looks pretty good
   following July’s 1.1% rise.
   
   By David Payne Last updated 5 days ago
   
   Economic Forecasts
   


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