Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
Explore Retirement
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Estate Planning for Millionaires: Teamwork, Trusts and Taxes
Estate planning for millionaires and high-net-worth families is a serious business. Set up your team, paperwork and tax plan to pass down wealth.
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Most Expensive States for Retired Military Service Members
Retirement Veterans can keep more of their military retirement pay by avoiding these high-taxed, most expensive states for retired service members.
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Do You Stop Paying Taxes on Social Security at a Certain Age?
Social Security There’s some confusion over whether you can escape taxes on Social Security benefits based on age.
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Steps to Get You Through the Open Enrollment Jungle at Work
Wondering how to survive open enrollment this year? Arm yourself with these tools to cut through the process and get the best workplace benefits for you.
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What You Learn Becoming Your Mother's Financial Caregiver
Writer and certified financial planner Beth Pinsker talks to Kiplinger about caring for her mother and her new book.
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I want to help pay for my grandkids' college. Should I make a lump-sum 529 plan contribution or spread funds out evenly through the years?
We asked a college savings professional and a financial planning expert for their advice.
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Seven Moves for High-Net-Worth People Before End of 2025
It's time to focus on how they can potentially reduce their taxes, align their finances with family goals and build their financial confidence for the new year.
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I'm a CFP: These Are the Seven Tiers of Retirement Well-Being
Let's apply Maslow's hierarchy of needs to financial planning to create a guide for ranking financial priorities.
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Four Spa Retreats for Well-Heeled Retirees
We hand-picked these U.S. spa retreats for their serenity, amenities and dedication to the comfort of older travelers. All are located in the Continental U.S.
