Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
Explore Retirement
Latest
-
How Life Insurance Trusts (ILITs) Protect WealthPlacing million-dollar life insurance inside an irrevocable life insurance trust creates a layer of protection against estate tax and other family wealth risks.
By Jonathan Davis, CFP®
-
10 Reasons to Leave Your Heirs a Roth IRAIncluding a Roth IRA in your estate plan can secure a tax-free legacy for your family. But even a small error could leave your heirs with a big tax burden.
By Kathryn Pomroy
-
What $10,000 a Month Gets You in These 5 Retirement Hot SpotsSee what a $10,000 monthly budget actually buys in five top retirement destinations, from rent and dining to healthcare — and how much cash you'll have left over.
By Donna Fuscaldo
-
How to Prepare Heirs for Family Wealth TransferFamilies should prepare heirs not just to receive assets, but to take on the knowledge, decisions and responsibilities that come with them.
By Allison K. Pfeifle, Esq.
-
5 Reasons You Should Take Social Security At 62 (and 5 Reasons You Should Wait)There are sound reasons to take Social Security early. While many experts say it's best to wait until full retirement age to claim benefits, here are some reasons to start early.
By Kathryn Pomroy
-
The Dream of Retiring on a Cruise Ship Turned Into a NightmareAfter selling their homes and paying six figures to cruise in retirement, Villa Vie Odyssey passengers were forced to disembark in Cambodia as fuel costs mounted.
By Donna Fuscaldo
-
The Average Monthly Social Security Check: September 2026The average monthly Social Security check amount might surprise you. Here's a look at September's numbers and why they matter.
By Donna LeValley
-
Social Security Payment Schedule for 2027Find out when you can expect your 2027 Social Security payments and the date you get paid when your scheduled day falls on a holiday.
By Donna LeValley
-
Why I Love Roth IRAs and Roth ConversionsRoth IRAs truly are a gift from the government. Here's why you should take advantage of them while tax rates are at historic lows.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
