Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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10 New Year's Resolutions for Retiring in 2026
Sponsored by Physicians Mutual
These New Year's resolutions will help you retire in 2026 with confidence in your financial strategy.
By Adam Shell
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Think You Know How to Be Happy in Retirement? These 9 Stats May Surprise You
When it comes to your retirement happiness, don't believe everything you hear. We've turned to solid research for the facts on finding your bliss in retirement.
By Jacob Schroeder
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If You're Retired or Soon to Be, Don't Miss These Tax Breaks
The OBBB offers some tax advantages that are particularly beneficial for retirees and near-retirees. But they're available for only a limited time.
By Alex Angst
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Waiting to Retire to Give to Charity? 3 Reasons to Do It Now
You could wait until retirement, but making charitable giving part of your financial plan now could be far more beneficial for you and the causes you support.
By Robert Gorman
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15 Cheapest Small Towns to Live In
The cheapest small towns might not be for everyone, but their charms can make them the best places to live for plenty of folks.
By Dan Burrows
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New RMD Rules: Starting Age, Penalties, Roth 401(k)s, and More
RMDs The SECURE 2.0 Act makes major changes to the required minimum distribution rules.
By Rocky Mengle
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How to Estimate Your Social Security Benefits in Six Steps
To plan smart for retirement, estimate your Social Security benefits years before you'll need the money. Here's how to do it.
By Kathryn Pomroy
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Original Medicare vs Medicare Advantage Quiz: Which is Right for You?
Quiz Take this quick quiz to discover your "Medicare Personality Type" and learn whether you are a Traditionalist, or a Bundler.
By Donna LeValley
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Time Is Running Out to Make the Best Tax Moves for 2025
Don't wait until January — investors, including those with a high net worth, can snag big tax savings for 2025 (and 2026) with these strategies.
By Jeremiah H. Barlow, MBA, JD, LLM (Tax)
