Retirement News, insights and expert analysis on retirement from the team at Kiplinger. Jean Chatzky: This Is the Biggest Retirement Mistake You Can Make Are you winging your retirement spending? Financial expert Jean Chatzky tells Kiplinger why a lack of a concrete plan is preventing retirees from living their best lives. 5 Assets You Should Sell First in Retirement (If You Need the Cash) I'm a Retirement Coach: Why 'Healthy Fear' is Good For Your Future How Do I Protect My $5 Million From My Freely Spending Partner? Explore Retirement Asset Allocation Annuities Medicare Retirement Plans Social Security Inheritance Estate Planning Happy Retirement Retirement Planning Long-term Care Latest Are You Ready To Retire At 60? Take Our Quiz to Find Out See if you are ready to retire before Social Security kicks in with our quick quiz. Blindsided by Medicare’s 2-Year IRMAA Rule? Now What? A sudden spike in your income can trigger costly Medicare surcharges two years down the road. Here is how affluent retirees can protect their wealth. By Maurie Backman Do You Know More Retirement Tax Rules Than a 28-Year-Old? Take the Quiz Quiz We gave a Gen Z non-finance professional these 5 questions, and here's how they scored. Can you beat it? By Kate Schubel Quiz The Rule of Two Lives in Retirement: One Life Becomes Two The "rule of two lives in retirement" means accounting for your partner at every decision point, because one life becomes two. By Jacob Schroeder The 'Florida Flip' for Roth Conversions and Lower RMDs Staring down a massive RMD tax bill at age 75? Relocating to a zero-tax state for a few years could slash your Roth conversion costs. Just beware of the pitfalls. By Maurie Backman Red Flags to Look for at Assisted Living Facilities When considering an assisted living facility for your loved one, look for these red flags before signing a contract. Cost-cutting can have a disastrous impact. By H. Dennis Beaver, Esq. Why 'Exclusive Opportunities' Can Be Bad Financial Moves Private credit funds, real estate deals, hedge funds and venture capital allocations aren't available to everyone, but can also carry extra costs and risks. By Kevin Caldwell Eight Things You Must Know About Retiring to the Carolinas From the picturesque beach towns to cozy mountain communities, North Carolina and South Carolina offer retirees plenty of incentives. By Bob Niedt 6 Early Retirement Mistakes to Avoid These early retirement mistakes can douse your FIRE (Financial Independence, Retire Early) efforts. By Jacob Schroeder How to Hit the $24,500 401(k) Limit in the Next 6 Months Don't leave money on the table. If you want to maximize your retirement savings this year, it's time to adjust your paycheck math right now. By Kathryn Pomroy 1 2 3 4 5 6 7 8 9 Archives
