Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
Explore Retirement
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Are Annuities Safe? An Industry Expert Explains the Risks
Different types offer different levels of potential risk. Here's how to choose wisely, from an annuities pro.
By Ken Nuss
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Nearing Retirement? Why 'Refirement' Is a Better Philosophy
Get fired up about your upcoming retirement by reframing this new chapter of life as a chance to redeploy your purpose, rather than retreat from it.
By Hilton Lamprecht
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5 Smart Strategies to Create Your Retirement Paycheck Without the Stress, From a Financial Planner
The most resilient income plans layer multiple sources of predictable income and growth-oriented assets to help ensure immediate cash flow and long-term flexibility.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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In or Near Retirement? 4 Recent Tax Changes You Need to Know
The tax landscape has changed yet again, thanks to the OBBBA and SECURE 2.0, and four developments are particularly important for anyone in or near retirement.
By Evan T. Beach, CFP®, AWMA®
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‘Solo Agers’ Are Thriving on Their Own Terms
Millions of retirees choose independence over isolation. If you're a "solo ager," your retirement can be secure and rewarding.
By Elaine Silvestrini
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5 Legal 'Loopholes' the IRS Wishes You Didn't Know
From opening stealth retirement accounts to strategic charitable giving, there are plenty of ways you can cut your taxes every year, and they're perfectly legit.
By Lawrence Sprung, CFP®, CEPA®
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Does Your Retirement Portfolio Resemble a Junk Drawer? Here's How to Clean It Up
This retirement planning approach simplifies your decisions, improves your tax efficiency and provides you with peace of mind. This is how it works.
By Robert Martin
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Confident Retirement Planning Starts With These 5 Habits
These habits, gleaned from a survey of financially savvy adults, can help increase your confidence and guide your planning as you head toward retirement.
By Michael Pappis, CFP®
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Frustrated With Your Medicare Advantage Plan? You’re Not Alone
Medicare Advantage plans scored lower in overall satisfaction among members in 2025. Eroding trust and policy confusion drove the drop in customer satisfaction.
By Donna LeValley
