Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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How Avoiding Probate Can Derail Your Estate PlanStrategies used to avoid probate can unintentionally override other parts of an estate plan. Here's how to ensure your loved ones receive assets as intended.
By Patrick M. Simasko, J.D.
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5 Questions About Power of Attorney After Seeing 'You Can See Everything'The new documentary "You Can See Everything" about Elizabeth Holmes prompted some questions about power of attorney privileges.
By Alexandra Svokos
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The Social Security Test Every Wealthy Retiree Must TakeWhen you work and collect Social Security benefits before your FRA, you are subject to the Retirement Earning Test that could result in a temporary reduction of your benefits.
By Donna LeValley
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How Much Do You Know About Stock Market Seasonality?Quiz Is stock market seasonality signal or noise? Let's talk about patterns and tendencies we see across the trading and investing calendar.
By David Dittman
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9 Changes to Social Security in 2027Higher payouts, new tax limits and updated earnings rules are coming in January. Here is everything retirees and workers need to know.
By Donna LeValley
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Memories Over Money: A Lesson in True WealthWhile financial security is important, the real secret to happiness is building a "memory balance sheet" of unforgettable experiences with the people you love.
By Evan T. Beach, CFP®, AWMA®
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5 Little-Known Retirement Tax 'Gotchas'Retirement Hidden rules, automatic surcharges, and tax-bracket traps can catch even careful retirees off guard. Here's what to know.
By Kate Schubel
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How to Apply for a Social Security Replacement CardBasics Getting a Social Security replacement card, especially online, is straightforward. You just need the right documents on hand and a new government login.
By Jackie Stewart
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Guaranteed Retirement Income or Market Withdrawals? 3 Questions to Ask YourselfPay as you go or turn some of your retirement savings into a regular paycheck? Answer these three questions to see which approach makes the most sense for you.
By Donna Fuscaldo
