Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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10 'Treasures' Your Adult Kids Don't Want You to Pass DownFrom heirloom china to your old golf clubs, here is what your grown kids secretly wish you'd unload — just not on them.
By Bruce Horovitz
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The Social Security Number Most Couples Never Calculate"Wait until 70" is good advice on maximizing Social Security for a single person, but married couples need a different number. Do you know how to do the math?
By Hans Scheil, CFP®, CLU®, ChFC®, CASL®, CLTC®
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6 Financial Moves to Make Before the End of the YearWhy wait until December to review your financial plans? You'll have a clear enough picture of income, spending and investments to make meaningful decisions now.
By Matt Marinovich, CFP®
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The Secret to Reducing Taxes on Social SecurityThis is how you can sidestep the "Social Security tax torpedo," a common issue where tax-deferred retirement accounts unexpectedly increase your tax burden.
By Kyle Hammerschmidt, Investment Adviser
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How Friends Can Co-Own a Vacation HomeSet it up correctly from the start, and you can share a dream getaway with friends all the way into retirement — without risking your nest egg.
By Maurie Backman
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Downsides of a Big IRA: Big Taxes for Your Spouse and KidsIf you start optimizing your taxes now, you can head off the inevitable tax consequences waiting for you when RMDs kick in — and when your family inherits.
By Ethan M. West, CPA
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How to Optimize Social Security Claiming Age for Tax SavingsRather than claiming Social Security based on when you need the money, view your timing as a tax-planning tool that can help you lower your lifetime tax bill.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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This Is Why More Wealth Won't Guarantee HappinessUnless you recognize where your motivation for building wealth comes from, it's unlikely to lead to lasting happiness. Here's what to do about that.
By Feroz Ansari, CFP®
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Waiting to Set Up Social Security Online? Scammers Are Counting on ItSkip long phone holds and field office lines. Discover how an active online Social Security account gives you control over your records.
By Donna LeValley
