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Retirement

News, insights and expert analysis on retirement from the team at Kiplinger.

17 States With Scary Estate and Inheritance Taxes

Estate Tax Over a dozen states currently impose estate or inheritance taxes on heirs. Here’s where you’ll have to pay.

Making Your Money Last Kiplinger provides guidance on how to make a Medicare Medigap switch to get the best plan for your budget.

Eight Things You Must Know About Retiring to the Carolinas

retirement From the picturesque beach towns to cozy mountain communities, North Carolina and South Carolina offer retirees plenty of incentives.

retirement
Ten Retirement Tax Plan Moves to Make Before December 31

Retirement Taxes Proactively reviewing your health coverage, RMDs, and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.

Retirement Taxes
I Tried a New AI Tool to Answer One of the Hardest Retirement Questions We All Face

As a veteran financial journalist, I tried the free AI-powered platform, Waterlily. Here's how it provided fresh insights into my retirement plan — and might help you.

Parents and Caregivers: Don't Miss Your Roth Conversion Window

Caring for a child or parent can mean a drop in income and a lower tax bracket. Why not take advantage by moving money into a Roth account? Here's how it works.
Part-Time Retirement in Florida Could Negate Tax Breaks

Most folks know Florida is a tax-friendly state, but they might not know that part-time residents may not qualify, as our cautionary tale shows.
About Catch-Up Contributions for Higher Earners in 457(b)s

Government 457(b) plans are about to get more complex as new Roth catch-up requirements come into force. Here's how to prepare for the changes.

12 Best Freebies for Retirees

Making Your Money Last Retiree-friendly goods and services are available at no cost – if you know where to look.

Making Your Money Last
12 Things You Must Know About Claiming and Maximizing Your Social Security Benefits

Social Security Claiming Social Security benefits at the right time means more money for you. Here’s a guide to everything from knowing your retirement age to spousal benefits.

Social Security
Medicare Premiums 2026: Projected IRMAA Brackets and Surcharges for Parts B and D

Will you have to pay the monthly Medicare premium surcharge next year? It depends on a few factors.