Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Communication Is Key to a Successful LegacyBecause 70% of wealthy families lose their wealth by the second generation, it's clear how important communication can be to your estate plan's success.
By Justin Biance, Certified Estate Planner
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How a 'Tax Bucket List' Can Help You Plan Your RetirementWhether you realize it or not, your money is sitting in three different tax “buckets.” To save on taxes throughout retirement, make sure to fill up your tax-free bucket. Here are two ways to do that.
By Justin Biance, Certified Estate Planner
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9 Things You Must Know About Medicare's Income-Related Monthly Adjustment Amount (IRMAA) SurchargesMedicare Here's what you need to know about who gets charged and why, as well as when the fees can be waived.
By Rachel L. Sheedy
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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.
By Donna LeValley
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Should You Take Your Pension as a Lump Sum?The answer depends on multiple factors, such as what your alternative investment options would be, whether you want to leave money to a beneficiary and more.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Is Your 401(k) Rollover Truly Protected in an IRA?Quiz Take our 10-question quiz see if your hard-earned nest egg is truly protected from hidden liabilities, or if you are exposed to unexpected risks.
By Donna LeValley
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When Spouses Clash on Retirement Age: Longevity Risk vs FOMOHow can a couple get retirement timing "right" when one spouse comes from a long-lived family and the other doesn't?
By Maurie Backman
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Why I Invest In A 529 Plan Even Though My Kids are Young and The Future is UncertainThis tax-advantage savings account is perfect for students.
By Lisa Gerstner
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Retirement Is Coming: Conquer It, 'Game of Thrones' StyleHopefully, life after work won't be a battle, but you'll need to be able to defend your position if old foes like inflation and volatile markets rise up against you.
By Michael B. Schwartz
