Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Social Security Reverses Plan to Withhold 100% of Benefits to Recoup Overpayments
As of April 25, the SSA will no longer require beneficiaries who have been accidentally overpaid to have 100% of their monthly benefit check withheld until the balance is paid, reversing an earlier decision.
By Kathryn Pomroy Last updated
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I'm 65 with $3 million saved: should I buy a vacation home?
I have my eye on a small but beautiful cottage. Will I regret tying up my money?
By Maurie Backman Published
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Social Security Strategies for High-Net-Worth People
People who don't 'need' their Social Security may consider using their benefits to manage estate taxes and long-term care expenses.
By Ash Ahluwalia, CFP®, MBA, NSSA Published
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Could Remote Work Delay Your Retirement?
Remote work is terrific for your health and income. You're also likely to retire later, which might convince your employer to let you work from home.
By Christy Bieber Published
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What Is the May Social Security Payment Schedule?
The date your May Social Security benefit arrives depends on what day of the month you were born.
By Kathryn Pomroy Last updated
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Best Jobs for Retirees
retirement Your career is ending. Now it’s time to consider how to earn extra cash in retirement by doing the work you’ve always wanted to do.
By Kathryn Pomroy Last updated
retirement -
Retirees: Don’t Miss These Valuable State Tax Breaks in 2025
Retirement Planning Selecting the right state for retirement can significantly impact your financial well-being.
By Kelley R. Taylor Last updated
Retirement Planning -
How to Estimate Your Social Security Benefits in Six Steps
To plan smart for retirement, estimate your Social Security benefits years before you'll need the money. Here's how to do it.
By Kathryn Pomroy Last updated
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The 2025 Estate Tax Exemption
Estate Tax The IRS just increased the exemption as we enter what could be the final year of TCJA.
By Kate Schubel Last updated
Estate Tax