Retirement News, insights and expert analysis on retirement from the team at Kiplinger. 2027 Social Security COLA is 3.6%: What You Need to Know The SSA has announced the 2027 Cost-of-Living Adjustment (COLA), the new maximum taxable wage cap and the earnings requirements for Social Security credits. They Retired With $10 Million. Should They Invest Aggressively? Who Qualifies for the New $90 Medicare Part B Rebate? Is an $80K Pool the Best Way to Lure the Grandkids Over? Explore Retirement Long-term Care Asset Allocation Annuities Medicare Retirement Plans Social Security Inheritance Estate Planning Happy Retirement Retirement Planning Latest Social Security Tax Limit Rises for 2027: Who Will Pay More? Your Paycheck A 4.2% higher wage base means more taxes for some earners next year. Your Paycheck 15 Money-Saving Travel Tips for Retirees Globetrotting in your golden years doesn't have to cost a fortune. Here are 15 ways to cut down on your travel expenses. By Jackie Stewart Best 529 Plans of 2026 Check out the best 529 plans of 2026 to find the best plan for your child or grandchild’s college savings. By Erin Bendig Use the 529 'Grandparent Loophole' To Maximize College Savings How the 529 grandparent loophole lets you fund a grandchild’s college education without impacting their financial aid. By Erin Bendig 10 Things To Know for Medicare Open Enrollment Medicare open enrollment starts on October 15 and ends on December 7. Here's what to sign up for and what to avoid. By Elaine Silvestrini Your 2027 Medicare Open Enrollment Guide: Essential Dates and Notices Learn how to read your annual Medicare notices, track critical deadlines and choose the right health and drug coverage before the December 7 deadline. By Donna LeValley Turning 65? 5 Common Medicare Mistakes to Avoid "Medicare will happen when I turn 65. I don't need to think about it, right?" Wrong. Get up to speed with the system now to prevent stress and save money later. By Jeremy Keil, CFP®, CFA®, CKA® Is an $80K Pool the Best Way to Lure the Grandkids Over? With $1.1 million in the bank, the math on a new $80K pool might work, even if you're retired. But is a year-round maintenance commitment the best way to see your grandkids? By Maurie Backman Do This Before Acting on AI Financial Advice You can ask AI for financial advice, but it doesn't have all your details, so you should be cautious about the response. Here's a better way to approach it. By Seth Miller, CFP®, CEPA 529 Plan Contribution Limits for 2026 Each state sets 529 plan contribution limits, which range from $235,000 to $675,000 By Kathryn Pomroy 1 2 3 4 5 6 7 8 9 Archives
