Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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5 Key Insights We Learned From 50 First-Time MillionairesWe've published more than 50 profiles of regular people sharing how they made their first $1 million. Their stories are rich with helpful insights.
By Joyce Lamb
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This Is What No One Will Tell You About Getting RichFrom awkward talks and family tension, to unexpected privacy issues and increased stress — these are the side effects of wealth that no one talks about.
By Anthony Martin
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Forget the 80% Rule for Retirement Budgets: Think 80-70-60Spending in retirement often starts off strong then tapers off, so why rely on planning methods that assume it stays constant? Here's a more realistic approach.
By Scott M. Dougan, RFC, Investment Adviser
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The Basics of Estate PlanningIf you have a will or trust, congratulations. But you’re not done with estate planning.
By Sandra Block
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Average Healthcare Costs by Age and State: Can You Afford It?Expect to pay more as you age and in some locations. We've got solutions for how to cover these costs, which can exceed $1,000 per month in your 60s.
By Adam Shell
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What’s the Best Medigap Plan for You?Medicare The 10 Medigap plans offer different levels of benefits that pay for expenses, such as co-payments, not covered by original Medicare.
By Jackie Stewart
Medicare -
We’re Planning to Retire in the South. Will We Regret It?We’re New Yorkers with $3.8M. We plan to retire in South Carolina. My wife worries we'll miss our family and old friends. Is she right?
By Maurie Backman
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How You Can Avoid a Common Retirement MistakeThis plan can help you shift from tax diversification in early retirement to risk management, income creation and intentional legacy planning later in life.
By Leslie Verkuilen, Investment Adviser Representative
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Ask the Tax Editor: 10-Year Cleanout Rule for Inherited IRAsAsk the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on inherited IRAs and the 10-year cleanout rule for non-spousal IRAs inherited after 2019
By Joy Taylor
Ask the Editor




