Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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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
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The 'Take That Uncle Sam' Rule of Retirement Spending
Here's how to reduce your tax bill when you withdraw money in retirement.
By Donna Fuscaldo
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6 Key Ways to Plan for Financial Success in 2026
Use last year's tax data to help guide you as you consider this year's taxes, asset allocation and sources of the regular income you'll need in retirement.
By Ken Nuss
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Qualify for Roth IRA Contributions by Lowering Your Income
401(k)s If your income is just above the cutoff (MAGI) to qualify for Roth IRA contributions, these strategies will help you meet it and lower your taxes.
By Kimberly Lankford
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11 Riskiest Places to Give Your Social Security Number
Identity Theft Here's how to lower the chances of your Social Security number falling into the wrong hands — and what to do if it does.
By Cameron Huddleston
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Prior Authorization for Traditional Medicare Patients Has Started in 6 States
The Centers for Medicare and Medicaid Services (CMS) has implemented prior authorization requirements for certain traditional fee-for-service Medicare services in six states starting this year.
By Donna LeValley
