Your Money's Worth

Episode 92: Prepare for Surprises in Retirement


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Retired Kiplinger editor Janet Bodnar talks about preparing for choppy waters in retirement as well as the lessons she's learned about life as a retiree in a main segment interview. Ryan and Sandy go over rules for reversing RMDs, and a Wild Pitches segment touches on dual-state taxes and private jet sales.

--LINKS--

Retirees get a break with expansion of RMD waiver: https://www.kiplinger.com/retirement/retirement-plans/required-minimum-distributions-rmds/600944/retirees-get-another-break#:~:text=Rollovers%20Must%20Be%20Completed%20by%20August%2031&text=Now%2C%20retirees%20who%20took%20an,on%20a%20previous%202020%20distribution.; Staying calm in a crisis: https://www.kiplinger.com/article/retirement/t037-c022-s002-staying-calm-in-a-crisis.html; The joys of being retired: https://www.kiplinger.com/retirement/happy-retirement/601119/the-joys-of-being-retired; Expect surprises in retirement: https://www.kiplinger.com/article/retirement/t037-c022-s002-expect-surprises-in-retirement.html; How snowbirds can trim taxes in retirement: https://www.kiplinger.com/article/taxes/t055-c001-s003-retirees-living-in-multiple-states-limit-tax-bill.html; Kiplinger's state-by-state tax guide: https://www.kiplinger.com/kiplinger-tools/taxes/t055-s001-kiplinger-tax-map/index.php; Travel is cheap – where to go, and what to expect: https://www.kiplinger.com/personal-finance/spending/leisure/travel/601081/best-travel-deals-during-the-pandemic

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