Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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The Average Social Security Check in Every StateDo you live in this New England state with the heftiest check? Your Social Security benefit can be affected by where you live.
By Donna LeValley
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How to Strategize Your Social Security BenefitsClaiming Social Security too early or too late can impact your entire financial picture in retirement. It pays to carry out a proper analysis before you commit.
By Tony Drake, CFP®, Investment Advisor Representative
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Who Actually Wins the Great Wealth Transfer?The Great Wealth Transfer promises trillions in inheritance. Discover how age, race, taxes, and healthcare costs shape who actually receives boomer wealth.
By Jacob Schroeder
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How Women Should Plan for Retirement DifferentlyWomen's retirement planning should account for longer life expectancies, costlier long-term care, and different investment and estate planning requirements.
By Evan T. Beach, CFP®, AWMA®
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Avoid These Vacation Home Estate Planning MistakesThe family vacation home could become a cause of conflict without a plan for how it will pass to your heirs — and a conversation about who actually wants it.
By Denise McClain, JD, CPA
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11 Costly Medicare Mistakes You Should Avoid MakingIf you don't make the right choices, you could end up with higher Medicare premiums and high out-of-pocket costs.
By Donna LeValley
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The Average Gen X 401(k) Balance Kind of BitesGen X, the first generation to rely on 401(k)s to build and grow a nest egg, is nearing retirement. 2026 data shows a hefty shortfall between the "magic number" for retirement and Gen X savings.
By Adam Shell
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The Hidden Costs of Inheriting an Investment PortfolioInheriting a portfolio isn't as straightforward as it may seem. Taxes, missed IRA deadlines and high fees can impact how much you'll actually receive.
By Coryanne Hicks
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What a New Flat-Rate Social Security COLA Would Mean for Retireee TaxesTax Law Lawmakers are floating several ideas about how to shore up Social Security. One involves changing the annual cost-of-living adjustment.
By Kelley R. Taylor
Tax Law
