Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
Explore Retirement
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4 Times to Say Yes to a Roth Conversion and 4 Times to Say No
Roth conversions should never be done on a whim — they're a product of careful timing and long-term tax considerations. So how can you tell whether to go ahead?
By Ryan K. Snover, Investment Adviser Representative
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A 4-Step Anxiety-Reducing Retirement Road Map
This helpful process covers everything from assessing your current finances and risks to implementing and managing your personalized retirement income plan.
By Robert Szigeti
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I Drive and Collect Classic Cars: Here’s How I Got Started
Are classic cars a hobby or an investment strategy — or both? Either way, the vintage car scene is much cooler and more affordable than you think.
By Benjamin Tice Smith
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The $183,000 RMD Shock: Why Roth Conversions Can Be Risky
Converting retirement funds to a Roth is a smart strategy for many, but the older you are, the less time you have to recover the tax bite from the conversion.
By Mark Kennedy
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A Financial Pro Breaks Retirement Planning Into 5 Easy Pieces
This retirement plan focuses on five key areas — income generation, tax management, asset withdrawals, planning for big expenses and health care, and legacy.
By J. Burke "J.B." Howard
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Financial To-Dos to Finish 2025 Strong and Start 2026 Stronger
Don't overlook these important year-end check-ins. Missed opportunities and avoidable mistakes could end up costing you if you're not paying attention.
By Leila Evans, CFP®
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When to Expect Your First Social Security Check of 2026
Social Security payments to retirees reflecting the 2.8% COLA will start arriving January 14.
By Donna LeValley
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Vaccines Medicare Covers for Free
The U.S. is experiencing an outbreak of measles and is on track to have the most whooping cough cases since 1948; these vaccines Medicare covers for free can keep you safe.
By Donna LeValley
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The Average 401(k) Balance by Age and Generation
How did your 401(k) balance rank vs savers your age in the third quarter? Learn the keys to building a retirement balance that will last a lifetime.
By Adam Shell
