Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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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
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How to Dodge the 'Medicare Tax' Before You Retire
A Roth conversion may be the key to avoiding costly IRMAA surcharges on your premiums.
By Donna Fuscaldo
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Upsizing in Retirement: Why You Should (and Shouldn't) Do It
Upsizing, or buying a bigger home, can make your retirement feel more luxurious. There's room for grandkids and projects, but run the numbers carefully.
By Maurie Backman
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What Would $1.26M In Savings Do for Your Retirement Lifestyle?
Americans think $1.26 million is the ideal amount to have saved for retirement. What would that kind of money mean for your retirement?
By Maurie Backman
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Trump's First Year and Your Retirement: 8 Changes to Know
From investment returns to Social Security, Trump's first year has changed your retirement. Here's what to expect in 2026.
By Adam Shell
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Flashback Finance: The Cost of Retiring the Year You Were Born
Just like groceries, gas and home prices, the cost of retiring is subject to inflation. Here's a look at what it cost to retire in the year you were born.
By Donna LeValley
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It's Time to Rethink What 'Aging Well' Means
Don’t fall into the trap of thinking there is a "right way" to age. Here's how to reframe aging in a healthy, achievable way.
By Alina Tugend
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Your Guide to Financial Stability as a Military Spouse
These practical resources and benefits can help military spouses with managing a budget, tax and retirement planning, as well as supporting their own career
By Kelly M. Lagore, CFP®, MQFP®
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10 Reasons to Leave Your Heirs a Roth IRA
Including a Roth IRA in your estate plan has clear tax advantages, which can be passed along to your heirs for years. But if passed down incorrectly, your heirs won’t reap the full benefits.
By Kathryn Pomroy




