News, insights and expert analysis on retirement from the team at Kiplinger.
Building a fortune is one thing, managing it successfully through a family office is another. Investor and philanthropist Michael W. Sonnenfeldt has a solution.
By Michael W. Sonnenfeldt
Six ways "free" retirement accounts can cost you without showing it — and how to keep more of your money.
By Jacob Schroeder
Instead of saving home equity as a "last resort" in retirement planning, it makes sense to treat it as a strategic asset that's incorporated from the start.
By Craig Corn
Inheritance Tax If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one is right for you.
By Kate Schubel
Moving to Europe from the U.S. can get more complicated the wealthier you are. Find out what it really takes for a successful move — and how to plan for it.
By Alex Ingrim, Chartered MCSI
It can be hard to talk about estate planning, especially when it comes to your parents, siblings or children. Here's how to get past the awkwardness.
By Jacob Wolinsky
From bulk goods to healthcare coverage, Costco plans its expansion into senior health plans pending government approval.
By Donna LeValley
Dividing assets equally can still trigger family drama. Here’s how to navigate tax traps, emotional heirlooms, and blended families so your heirs feel loved — not cheated.
By Maurie Backman
Your Social Security income and RMDs will most likely combine to deliver a tax torpedo, but there are ways to reduce your income in retirement to pay less tax.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
