News, insights and expert analysis on retirement from the team at Kiplinger.
Don't stop tax planning when RMDs start. Making these common tax mistakes in your 70s can result in needlessly generous payments to the IRS.
By Jeremy Keil, CFP®, CFA®, CKA®
As many as 12,000 people a year are mistakenly declared dead by the SSA, stopping their Social Security and Medicare benefits cold. Here's what to do if it happens to you.
By Donna LeValley
If you're a high earner or have a large sum in pretax retirement accounts, learn how and when to use Roth conversions to minimize future taxes.
By Ariel Dangelo
Can you retire at 65 if you've saved $2 million? It all depends on the life you envision, and how much work your portfolio needs to do to support it.
By Jeremy Keil, CFP®, CFA®, CKA®
Think you have retirement planning down to a science? Consider these scary statistics.
By Donna Fuscaldo
Retiree-friendly goods and services are available at no cost — if you know where to look.
By Bob Niedt
Patrick Stewart lived life to the fullest. Here are five lessons from the legendary actor on taking risks, finding purpose and cultivating community.
By Donna Fuscaldo
When you’re choosing a health plan for the year, one option may be a high-deductible plan that makes you eligible to contribute to a health savings account.
By Kimberly Lankford
If you have a will or trust, congratulations. But you’re not done with estate planning.
By Sandra Block
