Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Eight Things Medicare Doesn't CoverMedicare Part A and Part B leave gaps in your healthcare coverage. But Medicare Advantage has problems, too.
By Donna LeValley
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Medicare Premiums 2026: IRMAA Brackets and Surcharges for Parts B and DDo you have to pay the monthly Medicare premium surcharge this year? It depends.
By Donna LeValley
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12 Things You Need to Know About MedicareMedicare There's Medicare Part A, Part B, Part D, Medigap plans, Medicare Advantage plans and so on. We sort out the confusion about signing up for Medicare — and much more.
By Catherine Siskos
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Is a Living Trust the Right Move for Your Estate Plan?A living trust protects your loved ones and simplifies your estate. Sometimes called a "revocable trust," it can avoid the cost of probate.
By Adam Shell
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Test Your Great Wealth Transfer Knowledge With Our QuizHow much do you know about the massive wealth about to change hands?
By Donna Fuscaldo
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Which Type of Power of Attorney Is Right for You?Durable or limited? How about springing or military? There are many more kinds of POAs than just medical or financial.
By Kelsey M. Simasko, Esq.
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Estate Planning and Unequal Inheritances: Talking Is KeyOpen communication now about a parent’s estate plan can help siblings understand why things were done the way they were once the parent passes away.
By David Handler, J.D.
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You've Got a Trust: Now Who Should Be the Successor Trustee?You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that.
By John M. Goralka
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How to Choose Your Trustee or Executor of Your WillAbove all, you should choose someone you trust, keeping in mind that acting as a trustee or executor can be a complex, thankless and sometimes long-term job.
By John M. Goralka
