Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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I'm a Financial Planner: Here Are Five Lesser-Known Ways to Avoid Estate Tax
The clock is ticking on the estate and gift tax provisions in the Tax Cuts and Jobs Act, so the sooner you act on removing assets from your estate, the better.
By Bennett Pardue, CFP®, CDFA®, Investment Adviser Representative Published
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The Best Places for LGBTQ People to Retire in the US
Though marriage equality and laws blocking employment discrimination are in effect across the land, some cities and states are havens for the LGBTQ community.
By Drew Limsky Published
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Travel Deals for Retirees: Hotels, Cruises and More
Older adults can access special discounts on a variety of travel deals, including hotel stays, airfare, car rentals, cruises, attractions, and entertainment.
By Emma Patch Published
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Is a Silent Wealth Killer Stalking Your Retirement?
Poor tax planning can drain your retirement of tens or even hundreds of thousands. Stop the bleeding with a laser focus on tax efficiency.
By Connor Zimmer, CFP® Published
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Put Time on Your Side With This Simple Retirement Strategy
A financial professional recommends thinking in terms of three financial stages — active years, slower-paced years and later years — assigning each one a unique bucket of investments.
By Pete Tychsen, Investment Adviser Representative Published
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Ask the Editor, May 9 — Reader Questions on QCDs
In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on qualified charitable distributions (QCDs).
By Joy Taylor Published
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Social Security Under Trump Live Updates: Retirement Dreaming Amid Social Security, Market Uncertainty
Social Security Blog Social Security is undergoing big changes in 2025 under President Trump. Get live daily news, updates, tips and analysis to help you navigate the developments.
By Donna LeValley Last updated
Social Security Blog -
Five Medicare Changes Coming in 2026
Learn about the benefits that become permanent features of Medicare in 2026 and how they have been changed or updated since their inception.
By Donna LeValley Last updated
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Nine Ways Seniors Can Save on Car Insurance
Seniors tend to pay more for car insurance, but these discounts and strategies can help you keep rates down.
By Erin Bendig Last updated