Retirement-planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Little-Known Ways to Guard Your Retirement Income
Is your retirement income safe if stocks continue to plummet? Most retirees don't know these reliable options to limit their market exposure.
By Jacob Cornell Published
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Three Warning Signs Your Investments Are (Needlessly) Too Risky
All investments come with risk, but the secret is to take only enough risk to get you to your specific savings goals — and no more than that.
By Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser Published
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Stock Markets Are Tanking: Here’s How Retirees Can Weather the Storm
Treasury Secretary Scott Bessent says retirees don't pay attention to the day-to-day fluctuations in the stock market, but should you?
By Donna Fuscaldo Published
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Good News: Most Companies Are Still Committed to 401(k)s
A MetLife study shows most companies are committed to 401(k) employee plans, even amid economic turmoil.
By Christy Bieber Published
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Reduce Your Retirement Tax Risk With the Three-Bucket Strategy
Splitting retirement funds into three buckets with distinct tax treatments can help you avoid a nasty tax bill down the line. Here's how the strategy works.
By Bryan S. Slovon, Investment Adviser Published
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Financial Fact vs Fiction: This Roth Conversion Myth Could Cost You
While some 'golden rules' stay in style forever, the financial landscape is constantly evolving. Here are five common myths to revisit (with more on the way).
By Scott McClatchey, CFP® Published
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Give Now or Leave an Inheritance? How to Balance the Options
You've saved enough money for retirement. But can you afford to give some to family or good causes — and when is best? These are the key points to consider.
By Deana Healy, CFP® Published
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The 6 Best Places to Put Your Tax Refund for Growth
Use your 2024 tax refund to boost short-term or long-term financial goals by putting it in one of these six places.
By Rachael Green Published
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How to Age-Proof Your Retirement Plan
Longevity risk is a big threat to your retirement, but there are several strategies to protect yourself from running out of money, no matter how long you live.
By Nico Pesci Published