Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
Explore Retirement
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The IRMAA Income Trap Quiz: What Really Counts?
From municipal bonds to Roth conversions — take our quiz to find out if you know which income streams push you into higher Medicare brackets.
By Donna LeValley
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April Social Security Payment Schedule: When Is Your Check Arriving?
The date your April Social Security benefit arrives depends on the day of the month you were born.
By Kathryn Pomroy
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Best States for Trusts: How to Choose a 'Trust-Worthy' One
To minimize taxes, protect assets and give you and your beneficiaries greater control, eight states stand above the rest when it comes to trust laws.
By Martin Baker, CFP®, CEPA®
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Why Turning 60 is a Good Time to Start a New Career
Why going back to work after 60 is as much mental as it is practical, and often exactly what you need most.
By Kathryn Pomroy
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We are 63 with $5.7 million. My wife wants long-term care insurance.
Even with our solid nest egg, it's not clear if we should self-insure or buy long-term care insurance.
By Maurie Backman
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When Life Gives You Lemons But Financial Freedom, What Next?
Women who gain financial autonomy in later life may be pressured to make quick decisions. Instead, take the time to grow a fruitful new relationship with money.
By Marcia Dawood
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Think Like Warren Buffett When You Pay for Financial Advice
What you pay for financial advice is secondary to the true value you receive, which is why the structure of your financial professional's compensation matters.
By David Bromelkamp
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How to Focus on Your Retirement Life Goals, Not Just the Math
"Your Retirement Sketchbook" focuses on the hardest part of retirement planning — figuring out what your retirement life will look like.
By H. Dennis Beaver, Esq.
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Why Your Medicare Premiums Are $200 Higher Than They Should Be
Here's how overpayments to Medicare Advantage plans are driving up Part B costs for every Medicare beneficiary.
By Donna LeValley
