Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Why the 'Great Wealth Transfer' Could Disappoint HeirsDon't spend money you don't have. Learn why the Great Wealth Transfer might leave you with less than you think and how to plan around it.
By Donna Fuscaldo
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Gift Tax Exclusion 2026: How Much You Can Give Tax‑Free This YearGift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor
Gift Tax -
Why Retirees With Pensions Need Roth ConversionsRetirees with pensions and large tax-deferred accounts often find themselves pushed into permanently higher tax brackets. Here's what you can do about that.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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States That Won't Tax Your DeathEstate Taxes How much will your children — or other heirs — pay when you die? That depends on whether you live in a state with no death tax.
By Katelyn Washington
Estate Taxes -
'What I Wish I’d Known at 45': Financial Advice from RetireesTurning 45? Retirees reveal the biggest investing, saving, and spending mistakes they made during their peak earning years—and how to fix them today.
By Donna Fuscaldo
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What Happens With Taxes When You Inherit a HouseInheritance Tax When you inherit a home, understanding key IRS rules and state tax impacts can save you thousands.
By Chrissy Paradis
Inheritance Tax -
Post-Loss Finances: Urgent Steps vs What Can WaitWhen a spouse dies, wrapping up their financial affairs too quickly can make your own life more complicated. In fact, few decisions must be made right away.
By Eric W. Bond
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Want to Keep a Secret Family Hidden in Your Will? Why It Gets Messy FastA millionaire wants to leave assets to a second family without his wife finding out. Estate experts reveal why post-mortem secrets rarely stay hidden.
By Donna Fuscaldo
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5 Dolly Parton Quotes Retirees Should Live ByDolly knew that life wasn't just about the "9 to 5." Discover the legendary singer’s inspiring tips for finding joy and purpose in retirement.
By Donna Fuscaldo




