Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
Explore Retirement
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3 Questions to Inflation-Proof Your Retirement PlanRising prices don't have to derail your retirement. Ask yourself these three questions to ensure your savings and withdrawal strategy are inflation-proof.
By Donna Fuscaldo
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Projected 2027 IRMAA Brackets and Surcharges for Medicare Parts B and DWill you owe the Medicare IRMAA surcharge in 2027? Grab your 2025 tax return and check the projected brackets and surcharges for next year.
By Donna LeValley
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How Savvy Retirees Turn Second Homes Into Passive Income EnginesBuying a second home in retirement can be a pretty smart money move, especially if you’ve got a solid nest egg. Just make sure you weigh the pros and cons first.
By Kathryn Pomroy
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Will You Grow or Blow Your Family Legacy?Inheriting money or stocks is life-changing, but it comes with a big responsibility. Take our quiz to see if you're ready to invest your new windfall wisely.
By Karee Venema
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How to Estimate Your Social Security Benefits in Six StepsTo plan smartly for retirement, estimate your Social Security benefits years before you'll need the money. Here's how to do it.
By Kathryn Pomroy
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Big Retiree Tax Blunders: Including the Roth Conversion TrapYour 60s can be the most valuable decade in your life, but far too many people miss valuable tax planning opportunities that can lower their lifetime tax bills.
By Jeremy Keil, CFP®, CFA®, CKA®
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Cohabiting Later in Life: Managing Assets and Estate PlansFor couples starting a new chapter together, financial transparency and candid conversations help prevent conflict, protect assets and avoid costly surprises.
By Steph L. Wagner
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How Advisers Can Help Women Plan for RetirementFinancial advisers have a powerful opportunity to earn deeper trust and create longer relationships by embracing women's unique financial realities.
By Jammie Serrano
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Latest Inflation Data Drives Down 2027 Social Security COLA ForecastAs inflation persists, the 2027 Social Security COLA forecast has gone down from June's estimate of 3.8% to 3.6%.
By Donna LeValley
