Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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What the Top 10% of Retirees Do DifferentlyFinancial confidence in retirement depends far more on lifelong planning, discipline and risk management than simply having a massive account balance.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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Why 'Soft Retirement' Changes Your 2026 Roth Conversion StrategyRetirement Tax Phasing out full-time work creates a unique transition window for Roth conversions. But watch out for these tax traps.
By Kate Schubel
Retirement Tax -
How to Protect Your Portfolio 5 Years Before RetirementWithout a shift in your investment strategy, all it takes is one bad year in the markets to derail your retirement plan.
By Cathy DeWitt Dunn, CDFA®, FRC®
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This Retirement Factor Predicts Longevity Better Than MoneyYour retirement plan may be financially watertight, but if you don't have a reason to get out of bed every morning, all that effort could go to waste.
By Richard P. Himmer, PhD
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Term Life Insurance Expiring? 3 Paths to ConsiderAn expiring term life insurance policy is a great wake-up call to update your coverage and estate plan so they align with your current season of life.
By Gina Cimineri, ChFC®, CLU®, CLTC®, RICP®, CDFA®
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The Hardest Habit for Millionaires to Break in RetirementAfter decades of saving, many affluent retirees find spending harder than accumulating wealth. Here is why money habits are so hard to break — and how to finally enjoy your savings.
By David Conti, CPRC
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How to Avoid Major Retirement Tax Mistakes in Your 60sYour 60s can be the most valuable decade in your life, but far too many people miss valuable tax planning opportunities that can lower their lifetime tax bills.
By Jeremy Keil, CFP®, CFA®, CKA®
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Protecting Your Well-Being in Midlife and RetirementTrue financial planning takes well-being into consideration so you're not caught out by the profound shifts you encounter when you reach midlife or retire.
By Lawrence Sprung, CFP®, CEPA®
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These Are the 2 Legal Documents Everyone Should HaveEvery adult should have a healthcare proxy and power of attorney. They save loved ones time, money and stress if a sudden illness or injury incapacitates you.
By Jared J. Madison, Esq.
