Retirement News, insights and expert analysis on retirement from the team at Kiplinger. 2032 Social Security Cuts: What Retirees Stand to Lose in Every State Reducing Social Security benefits doesn't just impact retirees — it hits state economies, creating a double-whammy effect of smaller checks and lower GDPs. Should You Go All In on an S&P 500 ETF for Retirement Savings? Got $2.5 Million Saved? Here Are the Huge RMDs You Must Take 529 Plan vs. Roth IRA: Best Way to Pay for Grandkids' College Explore Retirement Long-term Care Asset Allocation Annuities Medicare Retirement Plans Social Security Inheritance Estate Planning Happy Retirement Retirement Planning Latest 9 Upgrades That Transform Your Family Home Into a Retirement Oasis Here's a look at the smart, luxury modifications that prioritize your recovery, relaxation and effortless entertaining. How a Roth Conversion Can Save You Thousands in Medicare Costs Avoid costly IRMAA surcharges on Medicare Part B and D. See how timing your Roth conversion correctly can slash your future premiums. By Donna Fuscaldo The 'Me-First' Rule of Retirement Spending Worried about the stock market's ups and downs? Follow the 'Me-First' (flooring) rule, which ensures your bills get paid no matter what's happening with Wall Street By Donna Fuscaldo Projected 2027 IRMAA Brackets and Surcharges for Medicare Part B and D Will you owe the Medicare IRMAA surcharge in 2027? Grab your 2025 tax return and check the projected brackets and surcharges for next year. By Donna LeValley 2027 Social Security COLA Forecast: What New Data Shows As inflation persists, the 2027 Social Security COLA forecast has remained unchanged from May's estimate of 3.8%. By Donna LeValley The 'Rule of 25' for Retirement Planning: Start Here Try the simple calculation of the "Rule of 25." Because sometimes, a back-of-the-napkin idea is all you need to get started. By Jacob Schroeder Best 401(k) Investments: Where to Invest Knowing where to find the best 401(k) investments to put your money can be difficult. Here, we rank 10 of the largest retirement funds. By Nellie S. Huang What a Delaware Statutory Trust Can Do That Your Will Can't Delaware Statutory Trusts (DSTs) can keep capital gains taxes at bay when your children inherit your property. But you need to handle them smartly. By Daniel Goodwin Your Retirement Plan Can't Just Be About Numbers: Here's Why Does your retirement plan account for increasing healthcare costs and longevity? It's time to stop focusing on market returns and take a more complete approach. By Jared Nepa Are You Ready To Retire at 67? Take Our Quiz to Find Out Is 67 the perfect age for you to retire? Answer these 5 questions and find out. By Donna Fuscaldo 1 2 3 4 5 6 7 8 9 Archives
