News, insights and expert analysis on retirement from the team at Kiplinger.
What looked like smart tax planning could become a problem. And not just for you — your kids could inherit a tax bomb. How to head off potential disaster.
By Christopher C. Giambrone, CFP®, AIF®
Want to give your kids a home down payment? Want to help cover daycare expenses? Instead of writing them a check, transfer appreciated stock into their account.
By Evan T. Beach, CFP®, AWMA®
We owe it to our loved ones to consider what will happen when we pass away. Taking care of our own paperwork now will spare them time, stress and money later.
By Mary Ware, CFP®, CIMA®, CDFA®
retirement RV-loving retirees talk about the upsides of spending retirement in a motorhome, travel trailer, fifth wheel or other recreational vehicle.
By Bob Niedt
Exploring the breathtaking landscapes and diverse wildlife of America's national parks offers retirees an adventurous way to soak in epic scenery and discover something new.
By Kathryn Pomroy
Despite having more than enough money to retire, some people simply cannot step away from their jobs.
By Kathryn Pomroy
Don’t make these common estate planning mistakes and your loved ones will thank you
By Daniel Bortz
AI and cyber threats to brokerages are growing. Will keeping your retirement funds in two or more institutions lessen your risk of getting wiped out?
By Jacob Schroeder
If a special needs trust isn't structured correctly, the recipient could lose out on a chunk of money when they need it the most. Here's how to prevent that.
By Scott Tucker, Investment Adviser Representative
