Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Is Your Retirement Plan Built for 2026 — or Stuck in 2006?
It's time to move away from the 4% rule and the 60/40 portfolio to an adaptable, tax-diversified strategy focused on reliable income and longevity.
By Christopher C. Giambrone, CFP®, AIF®
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Filed for Social Security Too Soon? 2 Ways to Get a Do-Over
If you've claimed Social Security too soon, two SSA rules allow a do-over. But be warned: Using them clumsily can lead to surprise repayments or lost benefits.
By Martha Shedden, CRPC®, RSSA®
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Inherited an IRA? Avoid These Expensive Mistakes
Don't get hit with a big tax bill thanks to an inherited IRA. Learn the rules and save.
By Donna Fuscaldo
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The Smart Way to Retire: 13 Habits to Steal From the Wealthy
Check out these practical strategies that anyone can adopt, not just the rich, and get closer to achieving your retirement dreams.
By Kathryn Pomroy
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10 Best Free (or Cheap) Online Classes for Seniors and Retirees
Boost your skills with these free or nearly-free online classes — perfect for knowledge-seeking retirees
By Kathryn Pomroy
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Five Reasons You Should Take Social Security At 62 (and Five Reasons You Should Wait)
There are sound reasons to take Social Security early. While many experts say it's best to wait until full retirement age to claim benefits, here are some reasons to start early.
By Kathryn Pomroy
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This Versatile Account Should Be in Your Retirement Plan
The Swiss Army knife of accounts can help provide tax-free income in retirement. "Be Prepared."
By Maurie Backman
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How to Avoid Medicare Late Enrollment Penalties Forever
Whether you're still working or plan to retire this year, understanding the 2026 late penalties for Parts A, B and D is essential for your financial health.
By Donna LeValley
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Ask the Tax Editor: Taxation of Social Security Benefits
Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on the taxation of Social Security benefits
By Joy Taylor
Ask the Editor
