Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
-
Is a 55+ Community Right For You?Before you sign on the dotted line, consider HOA fees and community culture.
By Robyn A. Friedman
-
7 Reasons to Avoid a Self-Directed IRA or SDIRASelf-directed IRAs let investors do things they can't in an ordinary IRA, like invest directly in alternative assets. But this opportunity also comes with these risks.
By David Rodeck
-
What is the IRMAA (Income-Related Monthly Adjustment Amount)?IRMAA is a surcharge added to your Medicare Part B and Medicare Part D prescription drug coverage premiums if your income is above a certain level. Here's what you need to know.
By Donna LeValley
-
Counting on the Great Wealth Transfer? Why It May Not Pan Out the Way You HopeDon't spend money you don't have. Learn why the Great Wealth Transfer might leave you with less than you think and how to plan around it.
By Donna Fuscaldo
-
The Retirement Identity Crisis High Achievers Don't Plan ForShifting your identity from working and saving to spending and living can be tough, but here's why you need to do it for yourself and your family.
By Richard P. Himmer, PhD
-
How to Hire the Right Financial Expert, Not a SalespersonOne of your most important financial decisions is who you trust for advice. Your best bet is a fee-only professional legally committed to your best interests.
By David Bromelkamp
-
Wealth Wise: Should We Sell Our Rental or Keep the Income?An out-of-state property is a great inflation hedge, but the hidden tax hits and landlord headaches might not be worth it. Our retirement advice column answers your questions.
By Maurie Backman
-
5 Financial Planning Secrets of MillionairesYou might be surprised: Most millionaires don't feel rich. But you might if you adopt these five key habits that could help you reach millionaire status.
By Michael Robustelli, ChFC®, CASL®, CLU®
-
5 Years Until Retirement? Start Refining Your Income Plan NowYou'll likely be earning the most in the last few years of your career. That's when to start planning how to generate income over 20 to 30 years of retirement.
By Ayden Hanes, CFP®, ChFC®
