Kiplinger's Personal Finance - March 2018.pdf

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WE RANK THE TOP MUTUAL FUNDS
SPECIAL
REPORT
p 56
Are You On
Track to Retire?
p 35
Winners and
losers under the
new tax law
Use our step-by-step guide to stay on schedule
and retire when you want.
p 24
PLUS
An inside look at Fidelity
p 46
Great deals on new cars
p 66
MARCH 2018
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CONTENTS
KIPLINGER’S PERSONAL FINANCE
FOUNDED 1947
VOL. 72 NO. 3
■
AT FIDELITY’S BOSTON
HEADQUARTERS, FUND
MANAGERS RAMONA
PERSAUD AND JOEL
TILLINGHAST CONFER
ABOUT STOCKS.
PAGE 46
AHEAD
11
TOPIC A:
How investors can cash in on
corporate tax cuts . . . New ways to foil hackers .
or will you take a hit because your deductions are
limited? Our report tells you what to expect.
63
PRACTICAL INVESTING
How my portfolio
performed in 2017, by KATHY KRISTOF
34
ASK KIM
Baseball cards: Few hits, more
misses, by KIMBERLY LANKFORD.
64
ETF 20 UPDATE
The case for industrials.
18
MONEY SMART WOMEN
How women
approach investing, by JANET BODNAR.
44
MORE ABOUT YOUR MONEY
Complica-
tions of a credit freeze (44). Money manners (45).
LIVING
66
GET A DEAL ON A NEW SET OF WHEELS
Automobiles cost more than ever, but a
combination of manufacturer incentives
and smart negotiating can land you a bargain.
20
MILLENNIAL MONEY
Making the leap
to homeownership, by KAITLIN PITSKER.
INVESTING
FIDELITY’S GAME PLAN
Amid the
rising popularity of index investing, the fund
company famous for its stock pickers is betting
on actively managed funds.
21
OPENING SHOT
Is the market dangerously
high? by JAMES K. GLASSMAN.
46
MONEY
24
COVER STORY
ARE YOU ON TRACK?
With retirement getting
closer, it’s time to crunch the numbers. We
show you how to assess whether you’ve saved
enough—and what to do if you haven’t.
PLUS:
How to overcome three retirement derailers.
TRAVEL
Fight for your flight when it’s
canceled or delayed, by MIRIAM CROSS.
71
51
THE PERILS OF INDEXING
Index funds
could get hit hard when the bull market ends.
IN EVERY ISSUE
6
FROM THE EDITOR
No politics. I promise.
8
LETTERS
A vote for estate taxes.
JARED LEEDS
53
EARN UP TO 9% WITH THESE FUNDS
Closed-end funds are complicated, but the
right ones can be income-generating machines.
56
WINNERS, WINNERS, WINNERS
We
rank the top-performing funds in 11 categories
for one, three, five and 10 years.
72
TAKEAWAY
Money lessons from the movies.
35
SPECIAL REPORT
THE NEW TAX LAW: WHAT YOU NEED
TO KNOW
Will you benefit from reduced rates,
2
03/2018
ON THE COVER: Photograph by Bonnie Holland
KIPLINGER’S PERSONAL FINANCE
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