Best Countries to Retire To | Estate Planning for Millionaires | 15 Social Security Tasks You Can Do Online

Estate Planning for Millionaires | Four Tax-Friendly Ways to Pay for Long-Term Care Insurance | Best Countries to Retire: Costa Rica Tops the List Created for {EMAIL} | [Web Version]( July 29, 2024 CONNECT WITH KIPLINGER  [LinkedIn]( [Facebook]( [X]( [Youtube]( [Instagram]( [Retirement Tips]( [SIGN UP]( ⋅ [WEBSITE]( [] Protect Your Legacy [] [Estate Planning for Millionaires]( [Estate Planning for Millionaires]( (Getty Images) Wealthy families have more to protect and pass on to the next generation, and their estates tend to be more complicated. [Give your heirs an organized estate]( that will free them from excessive taxes or administrative burdens. [] Long-Term Care [] [Four Tax-Friendly Ways to Pay for Long-Term Care Insurance]( [Four Tax-Friendly Ways to Pay for Long-Term Care Insurance]( (Getty Images) No matter how carefully you plan for retirement, if you don't have long-term-care insurance, a catastrophic illness could wipe out your savings. [Try these tax-advantaged strategies]( to help take the sting out of the costs of long-term-care coverage. [Investing in Your Tomorrow]( Whether you're just starting to plan or already enjoying retirement, SAM can help ensure you have everything you need in your financial toolbox for success. Take the first step in securing your future by exploring our Client Planning Brochure to discover portfolio strategies customized to meet your needs. Ensure you're retirement-ready - your future self will thank you! [LEARN MORE]( ADVERTISEMENT [] Retire Abroad [] [Best Countries to Retire: Costa Rica Tops the List]( [Best Countries to Retire: Costa Rica Tops the List]( (Getty Images) Spanish speakers take note; six of the ten best countries for U.S. retirees are in Latin America or Spain. Still, this list considers where expats will feel most comfortable, [whether you speak the language or not](. [] Politics and Your Estate Plan [] [Estate Planning Strategies to Consider as Election Nears]( [Estate Planning Strategies to Consider as Election Nears]( (Getty Images) The election is unlikely to change tax laws anytime soon, but it makes sense to [take advantage of higher estate and gift tax exemptions]( well before the end of 2025. [Start an HSBC Premier Relationship Today]( Earn up to $2,500 when you complete the qualifying activities. Enjoy premium, international banking with priority services and global support, and no HSBC fees on everyday transactions. Start today. Limited time offer, conditions apply. Member FDIC. 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[LEARN MORE]( ADVERTISEMENT [] Social Security [] [15 Social Security Tasks You Can Do Online]( [15 Social Security Tasks You Can Do Online]( (Getty Images) Why visit a government office to get your Social Security business done? You can [do much of that online](. [] RELATED KIPLINGER ARTICLES WE THINK YOU'LL ENJOY [] [Best high-yield savings accounts]( There are still great deals on savings accounts, with some rates over 5.5%. If you have cash sitting in a checking account, now is a great time to transfer funds to a savings account instead. [How to overcome identity loss in retirement]( It's not unusual to mourn the person you were before retirement. [Sign up free for A Step Ahead: Guidance on how to navigate today’s challenges to business, the economy, and financial markets.]( ABOUT KIPLINGER When we write about money, we get it right. So the decisions you make with your dollars are also right. 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