Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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General Partner Stakes: Why Investors Buy Into Private Equity
GP stakes in asset management firms offer exposure to private markets and are no longer just for the wealthy. Find out why it looks like a good year to invest.
By Christopher Zook
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Will Soaring Health Care Premiums Tank Your Early Retirement?
If you're under 65 and want to retire soon, your plan may be derailed by skyrocketing ACA marketplace premiums. Here's what you can do.
By Adam Shell
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We're retired and fight more than ever. Should we take a break?
Can taking a break save a marriage? We asked professional relationship therapists for advice.
By Maurie Backman
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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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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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When Will Social Security and Medicare Run Out of Money?
Social Security and Medicare trust funds, which help pay benefits, are projected to run dry. What will happen then?
By Elaine Silvestrini
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Estate Planning Isn't Just for the Ultra-Wealthy
If you've acquired assets over time, even just a home and some savings, you have an estate. That means you need a plan for that estate for your beneficiaries.
By William Thatcher
