Kimberly Lankford
Kiplinger
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Past articles by Kimberly:
Calculating Taxes on Social Security Benefits
Uncle Sam can tax up to 85% of your Social Security benefits if you have other sources of income, such as earnings from work or withdrawals from tax-deferred retirement accounts. → Read More
How to File Tornado Insurance Claims
The five-state storms caused billions in damages. If you were affected, make sure you document your losses and contact your insurer immediately. → Read More
What’s the Best Medigap Plan?
The 10 medigap plans offer different levels of benefits that pay for expenses not covered by original Medicare. → Read More
How Long Should You Keep Tax Records?
Keep your tax documents at least until the time limit for an audit runs out—and even longer for some records. → Read More
How to Estimate Your Social Security Benefits
There are a few tools you can use to calculate your Social Security benefits, including signing up for a my Social Security account. → Read More
Calculating Taxes on Social Security Benefits
As much as 85% of your Social Security benefits could be taxable if you have other sources of income, such as earnings from work or withdrawals from tax-deferred retirement accounts. → Read More
11 Costly Medicare Mistakes You Should Avoid Making
If you don't make the right choices to fill in the health coverage gaps, you could end up with high Medicare premiums and big out-of-pocket costs. → Read More
11 Reasons You Need Umbrella Insurance Right Now
From backyard pools and trampolines to long commutes and a good dog gone bad, it's important to have coverage to protect your finances. → Read More
How Long Should You Keep Tax Records?
Hold onto your tax documents at least until the time limit for an audit runs out—and keep some records even longer. → Read More
It’s Not Too Late to Boost Retirement Savings for 2018
Some retirement accounts will accept contributions for 2018 up until the April tax deadline. → Read More
How Your HSA Can Reimburse You for Medicare Premiums Paid
Even if your Medicare premiums are automatically deducted from your Social Security check, you can take tax-free withdrawals from a health savings account to reimburse yourself for them. → Read More
How to Correct a Mistake on Your RMDs from IRAs
If you didn't take out the correct required minimum distribution because your brokerage firm made a mistake, the IRS may show some leniency. → Read More
What Travel Insurance Covers When Planes Are Grounded
Your travel insurance might help with some costs if your trip was delayed because of the recent grounding of Boeing 737 Max 8 planes. → Read More
Ways to Spend Your Flexible Spending Account Money by March 15 Deadline
Many workers will be hitting the drugstore in the next few days to use up leftover flexible spending account money from 2018 so they don't lose it. → Read More
Paying for Continuing Education With a 529 Plan
You don't have to pursue a college degree to be able to use tax-free money from a 529 college-savings plan to pay for classes. → Read More
Making the Most of a Health Savings Account Once You Turn Age 65
You'll face a stiff penalty and taxes if you tap your HSA for non-medical expenses before the age of 65. After that, the rules change. → Read More
Reporting Charitable IRA Distributions on Tax Returns Can Be Confusing
Taxpayers need to be careful when reporting charitable gifts from their IRA on their tax returns, or they may end up overpaying Uncle Sam. → Read More
When You Can Expect to Receive Your Tax Refund
The quickest way to receive your tax refund is to file electronically and have the money directly deposited into your bank account. → Read More
Make the Most of the New Military Retirement Plan
The government is offering a new retirement option so that service members who leave the military before qualifying for a pension can still receive some benefits. → Read More
How a Move Can Change Your 529 Plan Tax Deduction
The tax deduction you get for contributing to your state's 529 plan can disappear if you move to another state. → Read More