Retirement-planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Retiring With a Pension? Four Things to Know
The road to a secure retirement is slightly more intricate for people with pensions. Here are four key issues to consider to make the most out of yours.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Inherited IRA Pitfalls to Avoid
Don't get hit with a big tax bill thanks to an inherited IRA. Learn the rules and save.
By Donna Fuscaldo Last updated
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How RFK Jr. May Change Medicare and Your Retirement
Robert F. Kennedy Jr. now heads up Medicare. Here are five ways his leadership might change your retirement based on what we know so far.
By Maurie Backman Last updated
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Five Reasons to Take Social Security Early (and Five Reasons to 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 Last updated
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Revocable Living Trusts: The Good, the Bad and the Ugly
People are conditioned to believe they should avoid probate at all costs, but when compared with living trusts, probate could be a smart choice for some folks.
By Charles A. Borek, JD, MBA, CPA Published
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How to Plan for Retirement When Your Child Has Special Needs
When your child has special needs, your retirement plan should include a plan for when you'll no longer be able to care for them yourself. A five-step guide.
By Christopher M. Butterworth, ChSNC®, CRPS, CLU® Published
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Retirement Fears Keeping You Up at Night
Get a better night's sleep by overcoming these five retirement fears.
By Donna Fuscaldo Last updated
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What Retirees Need to Know About Taxes
Take steps to avoid a surprise tax bill and underpayment penalties.
By Sandra Block Published
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My Husband Is Terrible With Money. I Worry He'll Quickly Spend Our $1.3 Million Nest Egg. We are 62, But How can I Ever Retire?
We asked expert financial advisers and therapists to weigh in.
By Eileen Ambrose Published