Retirement News, insights and expert analysis on retirement from the team at Kiplinger. 17 States With Scary Estate and Inheritance Taxes Estate Tax Over a dozen states currently impose estate or inheritance taxes on heirs. Here’s where you’ll have to pay. How You Can Guide Your Heirs Through the Great Wealth Transfer Three Creative Ways to Lower Your Retirement Taxes You May Want To Think Twice Before Selling These Four Assets in Retirement Explore Retirement Medicare Annuities Social Security Long-term Care Retirement Plans Retirement Planning Happy Retirement Estate Planning Asset Allocation Inheritance Latest 12 Best Freebies for Retirees Making Your Money Last Retiree-friendly goods and services are available at no cost – if you know where to look. Making Your Money Last 12 Things You Must Know About Claiming and Maximizing Your Social Security Benefits Social Security Claiming Social Security benefits at the right time means more money for you. Here’s a guide to everything from knowing your retirement age to spousal benefits. Social Security Medicare Premiums 2026: Projected IRMAA Brackets and Surcharges for Parts B and D Will you have to pay the monthly Medicare premium surcharge next year? It depends on a few factors. 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. Eight 401(k) Mistakes That Can Tank Your Retirement 401(k) mistakes like cashing out early and not taking advantage of an employer match can upend your retirement. I'm 62 and want to work a few more years, but AI makes me feel like a dinosaur. Can't I just do my job without technology complicating things? We asked professional career coaches for advice. Living Solely on Investment Income in Retirement: Just a Fantasy? Relying only on investment income from your portfolio is achievable for high-net-worth individuals and those with the right mix of investments. Is it for you? Why Commitment, Not Perfection, Drives Financial Success Meeting your goals is more likely if you stick to your strategy despite market volatility and scary headlines. Consistency makes a difference. Why Now Is the Time for Investors to Look Abroad Extreme U.S. market concentration has made international equities not just a diversification play, but a timely opportunity. Retirement Savings On Track? How Much You Should Have By 60 and 65 See how your retirement savings stack up compared to this Wall Street guide, ranked by age and income. 1 2 3 4 5 6 7 8 9 Archives
