Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Who Hates Taxes? The Best Time to Plan for Them Is Right Now
By creating a tax plan, you can keep more of what you've earned and give less to Uncle Sam. Here's how you can follow the rules and pay only your fair share.
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Are You Prepared to Live Longer? MIT AgeLab Answers Questions
A new measure of longevity readiness indicates that for many Americans, the answer is no — and suggests what is needed to get on track.
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Thrift Savings Plan Contribution Limits for 2026
Thrift Savings Plan contribution limits are $23,500 in 2025, but will increase to $24,500 in 2026. Plus, new super catch-up limits for people ages 60-63.
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I'm retiring with $3.3 million at age 65 and don't want to touch my portfolio's principal. Is this possible?
We ask financial professionals for advice.
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3 Steps to See You and Your Heirs Through a Wealth Transfer
Both givers and receivers need to be seriously strategic about communicating, understanding tax efficiency and leveraging smart money moves.
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Traditional IRA Basics: 10 Things to Know to Build Wealth
Basics A traditional IRA can be a powerful retirement-savings tool but you need to understand contribution limits, RMDs, rules for beneficiaries under the SECURE Act and more.
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Pass the Turkey, and Then Let's Talk About Estate Plans
Thanksgiving could be a good time to let your family members know the details of your estate plan. Here's how you could get the conversation started.
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Why Prepaying Your Retirement Dreams Might Be a Financial Game Changer
He bought his retirement home more than a decade before he plans to retire. Was it the right move?
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How You Can Use AI to Improve Your Finances
Apps can help with budgeting, saving and investing, financial coaching and debt management. But providing your personal information can also raise your risks.
