Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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The 'Take That Uncle Sam' Rule of Retirement Spending
Here's how to reduce your tax bill when you withdraw money in retirement.
By Donna Fuscaldo
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6 Key Ways to Plan for Financial Success in 2026
Use last year's tax data to help guide you as you consider this year's taxes, asset allocation and sources of the regular income you'll need in retirement.
By Ken Nuss
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Qualify for Roth IRA Contributions by Lowering Your Income
401(k)s If your income is just above the cutoff (MAGI) to qualify for Roth IRA contributions, these strategies will help you meet it and lower your taxes.
By Kimberly Lankford
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11 Riskiest Places to Give Your Social Security Number
Identity Theft Here's how to lower the chances of your Social Security number falling into the wrong hands — and what to do if it does.
By Cameron Huddleston
Identity Theft -
Prior Authorization for Traditional Medicare Patients Has Started in 6 States
The Centers for Medicare and Medicaid Services (CMS) has implemented prior authorization requirements for certain traditional fee-for-service Medicare services in six states starting this year.
By Donna LeValley
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How to Dodge the 'Medicare Tax' Before You Retire
A Roth conversion may be the key to avoiding costly IRMAA surcharges on your premiums.
By Donna Fuscaldo
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Upsizing in Retirement: Why You Should (and Shouldn't) Do It
Upsizing, or buying a bigger home, can make your retirement feel more luxurious. There's room for grandkids and projects, but run the numbers carefully.
By Maurie Backman
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What Would $1.26M In Savings Do for Your Retirement Lifestyle?
Americans think $1.26 million is the ideal amount to have saved for retirement. What would that kind of money mean for your retirement?
By Maurie Backman
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Trump's First Year and Your Retirement: 8 Changes to Know
From investment returns to Social Security, Trump's first year has changed your retirement. Here's what to expect in 2026.
By Adam Shell
