Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
Explore Retirement
Latest
-
Missed an RMD? How to Avoid That (and the Penalty) Next Time
If you miss your RMDs, you could face a hefty fine. Here are four ways to stay on top of your payments — and on the right side of the IRS.
By Evan T. Beach, CFP®, AWMA®
-
What Really Happens in the First 30 Days After Someone Dies
The administrative requirements following a death move quickly. This is how to ensure your loved ones won't be plunged into chaos during a time of distress.
By Howard A. Enders
-
5 Retirement Tax Traps to Watch in 2026
Retirement Even in retirement, some income sources can unexpectedly raise your federal and state tax bills. Here's how to avoid costly surprises.
By Kelley R. Taylor
Retirement -
Why Your Pet Should Be In Your Estate Plan — Yes, Really
Including your wishes in your will or in a pet trust can ensure proper care when you can’t provide it.
By Richard Eisenberg
-
Find Joy and Meaning When You Want to Retire — But Can’t Yet
For Gen X, delaying retirement can be an opportunity to pilot-test your second act, plan for your inheritance and structure trusts for your kids.
By Jacob Schroeder
-
Small Splurges That Won't Derail Your Retirement
With decades of growth ahead, your 40s aren't just for saving. We asked financial advisers how to enjoy your income now without compromising your nest egg.
By Donna Fuscaldo
-
5 Retirement Myths to Drop (and How to Plan for the Reality)
Separating facts from fiction is an important first step toward building a retirement plan that's grounded in reality and not based on incorrect assumptions.
By Robby J. Graham, CFP®, CPA
-
Silence Is Golden, But It Can Hurt Heirs More Than You Think
Talking to heirs about transferring wealth can be overwhelming, but avoiding it now can lead to conflict later. Here's how to start sharing your plans.
By Julie Virta, CFP®, CFA, CTFA
-
Is a Medicare Advantage Plan Right for You?
MA plans add benefits that original Medicare lacks, often for $0 premiums. The catch? There are significant downsides to consider.
By Jackie Stewart
