Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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4 Smart Ways Retirees Can Give More to Charity
For retirees, tax efficiency and charitable giving should go hand in hand. After all, why not maximize your gifts and minimize the amount that goes to the IRS?
By John Aarhus, Investment Adviser Representative (IAR)
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What You Should Leave Out of Your Will, According to Experts
Are you unclear about what you should leave out of your will when estate planning? Legal experts share the 10 items to exclude.
By Erin Bendig
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Morningstar’s 2026 Retirement Withdrawal Advice: Will It Work for Investors?
Morningstar’s 2026 guidance is out, recommending a lower withdrawal rate than the traditional 4%-a-year strategy. Researchers compared the two approaches to see how they stack up.
By Christy Bieber
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Medicare Open Enrollment 2026 Live Updates: Get Free, Unbiased Help and Medicare to Cover GLP-1 Medications in 2026
Medicare Open Enrollment Updates Medicare Open Enrollment 2026 Live Updates: We are back for the Final Week of Open Enrollment
By Donna LeValley
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10 Things to Know About Estate Planning
Estate planning is all about taking charge of your legacy.
By David Rodeck
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Social Security Benefits Quiz : Do You Know the IRS Tax Rules?
Quiz Social Security benefits often come with confusing IRS tax rules that can trip up financially savvy retirees and near-retirees.
By Kelley R. Taylor
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15 Costly Drugs Will Get Medicare Price Cuts in 2027: Will You Save?
The Centers for Medicare & Medicaid Services extended a safety net to older Americans by announcing significant price reductions on 15 high-cost prescription drugs, effective in 2027.
By Kathryn Pomroy
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Year-End Retirement Tax Planning Actions if You Have $1 Million or More
Consider implementing these four strategies before December 31 to potentially improve your tax situation for this year and the future.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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My adult child was laid off. Can we discuss it without ruining the holidays?
We asked mental health and financial experts for advice.
By Maurie Backman




