Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Turning 59½: 5 Planning Moves Most Pre-Retirees Overlook
Age 59½ isn't just when you can access your retirement savings tax-free. It also signals the start of retirement planning opportunities you shouldn't miss.
By Kyle Hammerschmidt, Investment Adviser
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If Your Retirement Numbers Don't Look Good, You Have Options
If you're worried about a shortfall between your income and expenses in retirement, you're not alone. But there are ways you can make up the difference.
By Brian Teets, IAR, MBA
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How to Make the Most of These 2 Tax Breaks ASAP
Taxpayers can strategically use these temporary tax opportunities in particular to lock in long-term tax savings. Here's how.
By Michael Neuenschwander, CFP®, CPA
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The 10 Best Splurge Destinations for Retirees in 2026
Come for the luxury vacation. Retire for the lifestyle (if the vacay goes well). What better way to test a location for retiring abroad?
By Drew Limsky
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Check Out These Opportunities Created by the New Tax Law
A deep dive into the One Big Beautiful Bill Act (OBBBA) reveals key opportunities in 2026 and beyond.
By Justyn Volesko, JD, LL.M.
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Beat the Money Blues With This Easy Financial Check-In
As 2026 takes off, half of Americans are worried about the cost of everyday goods. A simple budget can help you beat the money blues and reach long-term goals.
By Branden Vernon, AIF®
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Six Changes to Social Security in 2026
Big changes come to Social Security every year, impacting everything from the size of your benefit check to your full retirement age. Here's what you need to know.
By Donna LeValley
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The 7 Worst Assets to Leave Your Kids or Grandkids
inheritance Leaving these assets to your loved ones may be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.
By David Rodeck
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What Is a Good Inheritance? Six of the Best Assets to Pass Down
inheritance Your heirs will thank you for leaving any of these six assets as an inheritance.
By David Rodeck
inheritance
