Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Want to Retire at 67? See if You Can Answer These Five Questions
Retirement is within your reach. But before you leap make sure you are ready by answering these five questions.
By Donna Fuscaldo
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High-Income, Low Confidence? This 5-Point Plan Can Fix That
High earners can still feel they're on shaky ground financially. Rebuild your confidence with a plan that understands your present and protects your future.
By Dr. Preston D. Cherry, CFP®, Ph.D.
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3 Investment Lessons From 2025 to Guide You Through 2026
Investors can use the past 12 months to guide their strategy for 2026 — and 2025 was living proof that time in the market can pay off.
By George Pikounis, Certified Estate Planner (CEP®)
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The 13 Best Things Rich Retirees Do
From prioritizing spending and investing to using debt wisely and developing a giving attitude, rich retirees build a roadmap for a meaningful journey.
By Kathryn Pomroy
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Is a 401(k) Worth It? Here Are the Pros and Cons
A 401(k) is worth it for most people, but are you one of them? There are seven pros and four cons to consider.
By Adam Shell
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A 10-Year Retirement Planning Checklist
Keep this ten-year retirement planning checklist on hand as you navigate saving, investing and other retirement decisions. You'll be in great shape when you leave your working life behind.
By David Rodeck
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Social Security: Are You and Your Financial Adviser in Sync?
Deciding when to claim Social Security is tricky if you and your adviser haven't thoroughly covered the topic. Here's how to ensure you're on the right track.
By Myles J. McHale, Jr. AIF®, CRPP®
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Three Reasons to Skip the 401(k) Super Catch-Up
Older workers may want to forgo the 401(k) super catch-up and put their money to work elsewhere.
By Maurie Backman
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I'm retiring with $2.6 million. I'm worried about RMDs and taxes.
We asked professional wealth planners for advice.
By Maurie Backman
