Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
Explore Retirement
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Are You Rebalancing Your Portfolio for a Good Reason?Inflation, volatile markets and news from the Middle East have many feeling the need to make changes, but acting on impulse is unlikely to lead to success.
By John M. Boccio
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How to Prepare Kids for an Inheritance at Every AgeDon't surprise adult kids with a complex estate plan. Prepare them to handle family wealth by teaching them smart financial habits from an early age.
By Jessica Rickert, PGWTA
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How to Turn Your RMD Into a Smart Tax StrategyRequired minimum distributions can be used as a tool to help lower your tax bill, smarten your charitable giving and keep your retirement strategy on track.
By Jonathan I. Shenkman, AIF®
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How to Fact-Check AI Financial Advice in 7 StepsAI chatbots can offer quick retirement insights, but can also provide outdated figures. Always double-check their advice before making financial decisions.
By Anthony Martin
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Rate Hikes Are Back: What It Means for RetireesRetirees could take advantage of better yields on cash and annuities while paying down variable debt and navigating a tougher housing market.
By Evan T. Beach, CFP®, AWMA®
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Retiring Abroad Sounded Good — Until I Realized What I’d Be Giving UpFrom healthcare logistics to social ties, here's why staying in my longtime home won out over a tropical move.
By Sandra Block
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Retirement Planning Strategies for WomenWomen can find it hard to take center stage in their own retirement plan. Here's how to take care of those you love while building a life you love, too.
By Misty Stoddart
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Is Your Financial Plan Sustainable if You Live to 95?Your financial plan may need to support you for 35 years of retirement, not 25. Here's how to redo the maths on withdrawals, inflation and lifetime income.
By Angela Palo
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The $100K Inheritance Blueprint: Where to Put Your Money FirstYou don't need a million dollars to transform your finances and set yourself up for retirement.
By Kathryn Pomroy




