Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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9 Habits for a Happy Retirement
happy retirement A long and happy retirement takes more than just money. Here are nine things happy retirees do — besides dutifully saving the money they’ll need to quit the 9-to-5 grind.
By Jacob Schroeder
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10 Myths About Health Savings Accounts
savings When you’re choosing a health plan for the year, one option may be a high-deductible plan that makes you eligible to contribute to a health savings account.
By Kimberly Lankford
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My Husband Wants Me to Stop Giving Each of Our 'Kids' $1K/month
We are 68 and retired with $6.8 million. I just want to help our adult kids pay for daycare and camp for our grandchildren. Should I stop?
By Maurie Backman
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Use the 529 Grandparent Loophole To Maximize College Savings
Use the 529 grandparent loophole to fund a grandchild’s education without impacting their financial aid eligibility.
By Erin Bendig
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Best 529 Plans of 2026
Check out the best 529 plans of 2026 to find the best plan for your child or grandchild’s college savings.
By Erin Bendig
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Estate Planning Quiz: Are You Making These 10 Common Errors?
Quiz From "tax traps" to "safety deposit box blunders," discover the 10 most common mistakes people make when planning their estate.
By Donna LeValley
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How to Add Treasury Bonds, Bills and Notes to an IRA
If you are wondering how to add Treasury bills, bonds and notes to an IRA, there are ways to do so.
By Lisa Gerstner
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Want to Retire With $100K a Year? Here's How Much to Save
What "magic number" will be enough to generate $100K a year in retirement income? We do the math for you.
By Adam Shell
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Will Retirement Be Enough to Break My Phone Habit?
Older adults spend more time on screens than any other age group — and retirement doesn't automatically change that. Here's what might actually help.
By Jacob Schroeder
