Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
Explore Retirement
Latest
-
13 Things Every Retiree With a Pension Must Know About TaxesIf you're a retiree with a pension, treating taxes as a core part of your retirement strategy is the best way to keep your income sustainable for the long haul.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
-
How Your Inheritance Actually Gets Taxed: From Stepped-Up Basis to IRA RulesMost inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules could come into play.
By Chrissy Paradis
-
Inherited Annuity? How to Avoid a Tax Bomb as a Non-SpouseWhen inheriting an annuity, a beneficiary who isn't a spouse can face a big tax bill. Choosing annuitization or the "stretch" option lets you soften the blow.
By Ken Nuss
-
Sitting on a 401(k) Fortune? Why You Should Stop Fearing And Start SpendingMany 401(k) millionaires fear running out of money in retirement. But they don't have to if they follow these six strategies.
By Donna Fuscaldo
-
Social Security Payment Schedule for 2026Find out when you can expect your 2026 Social Security payments and the date you get paid when your scheduled day falls on a holiday.
By Donna LeValley
-
The Average Monthly Social Security Check: June 2026The average monthly Social Security check amount might surprise you. Here's a look at June's numbers and why they matter.
By Donna LeValley
-
2027 Social Security COLA Forecast: What New Data ShowsAs inflation persists, the 2027 Social Security COLA forecast has gone down from June's estimate of 3.8% to 3.6%.
By Donna LeValley
-
The Average Social Security Check in Every StateDo you live in this New England state with the heftiest check? Your Social Security benefit can be affected by where you live.
By Donna LeValley
-
The Average Social Security Check by AgeCompare your average Social Security check with others of your age, and plan for the future.
By Donna LeValley
