Kiplinger’s Retirement Report Turns 25

By Mary Kane, Associate Editor, Kiplinger's Retirement Report

Twenty-five years ago, Kiplinger’s Retirement Report launched to help readers enjoy a richer retirement. Our first issue, published in February 1994, offered guidance on timely issues of the day, such as how to take advantage of the home-sale-profit exclusion (then $125,000) and how to comply with new rules that for the first time required a receipt for charitable donations of $250 or more. Some advice, such as how to figure tax on Social Security benefits, proved to be evergreen.

This timeline notes just some of the significant retirement issues that we have covered in the past quarter-century.


The Retirement Protection Act expands efforts to find missing pension-plan participants.


Roth IRAs become available.


Social Security earnings test removed for those at full retirement age or older.


Congress creates Part D prescription-drug benefit for Medicare, which hits the marketplace in 2006.


Pension Protection Act encourages auto enrollment in 401(k)s and creates IRA qualified charitable distribution rules.


Required minimum distributions from retirement accounts waived one year only as a result of the 2007-09 financial crisis.


Labor Department beefs up 401(k) fee disclosures.


Qualified longevity annuity contracts created.


Bipartisan Budget Act of 2015 nixes some Social Security claiming strategies.


Major overhaul of tax law takes effect, including nearly doubling the standard deduction to lowering tax rates.

This article provided by NewsEdge.