Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Four Takeaways From Filing Your Taxes to Boost Your Financial Future
Now that another tax season is in the rearview mirror for most of us, what lessons can you take from what you learned about your finances to plan for the future?
By Kate Winget Published
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Social Security Under Trump: Live Updates to Keep You Up to Date
Social Security Blog Social Security is undergoing big changes in 2025 under President Trump. Get live daily news, updates, tips and analysis to help you navigate the developments.
By Donna LeValley Last updated
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Customer Services are Strained at the SSA, You Should Plan Around These Federal Holidays
If you have a question or need information from a federal agency, check the federal holiday schedule to make sure you get your business done before they close.
By Donna LeValley Published
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10 Riskiest Places to Give Your Social Security Number
social security Here's how to lower the chances of your number falling into the wrong hands — and what to do if it does.
By Cameron Huddleston Last updated
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Learn how to securely store your financial information. Discover what documents you need to keep, how long you need to keep them, and best practices for physical and digital storage.
Having mountains of financial paperwork take over your home can be frustrating. Here's how to get the mess under control while still having your essential information at your fingertips.
By Laura Gariepy Published
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First 100 Days: Trump's Impact on Your Finances
Here are some opportunities to consider regarding investing, interest rates and tax cuts as the financial landscape shifts under the new administration.
By Daniel Razvi, Esquire Published
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What Would Happen if You Put Your Tax Refund in an IRA?
Not only could you get a tax break, but the compounding effect over 35 years could turn the average refund into nearly $14,000.
By Romi Savova Published
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Six Reasons to Disinherit Someone and How to Do It
Whether you're navigating a second marriage, handling an estranged relative or leaving assets to charity, there are reasons to disinherit someone. Here's how.
By Donna LeValley Published
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What Is the Magic Number You Need to Retire Comfortably?
The dream of retiring comfortably has become a bit less expensive for most Americans, study shows.
By Kathryn Pomroy Last updated