Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Lump Sum vs. Monthly Pension Checks: 3 Questions To AskChoosing between a pension lump sum and monthly checks? Ask yourself these three essential questions before making an irreversible retirement decision.
By Donna Fuscaldo
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From Stepped-Up Basis to IRA Rules: How Your Inheritance Actually Gets TaxedMost inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules could come into play.
By Chrissy Paradis
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The Saver to Spender Quiz: Enjoy the Life You EarnedQuiz Is fear keeping you from spending the money you worked so hard for? Take our quiz to uncover the mindset holding your retirement back.
By Donna LeValley
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The Social Security Test Every Wealthy Retiree Must TakeWhen you work and collect Social Security benefits before your FRA, you are subject to the Retirement Earning Test that could result in a temporary reduction of your benefits.
By Donna LeValley
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Best 529 Plans of 2026Check out the best 529 plans of 2026 to find the best plan for your child or grandchild’s college savings.
By Erin Bendig
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4 Household Expenses You Should Never Pre-Pay in RetirementYou might think locking in a rate saves you money, but financial flexibility is the real secret to keeping cash in your pocket for these bills.
By Donna Fuscaldo
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Why a Down Market is the Best Time for a Roth IRA ConversionPlunging stock prices may keep investors up at night. But there's a silver lining to a down market: it's a prime time to save taxes on a Roth IRA conversion.
By Adam Shell
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Retiring Overseas? How to Manage Your Nest Egg Without Getting Hit by Hidden FeesRetiring abroad can be a dream come true if you have a solid hold on your finances. Here's what you need to know to make it a reality.
By Brian O'Connell
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Rethinking Retirement Income Risks in a Lower-Yield WorldSponsored by American Equity
SPONSORED Find sustainable retirement income in a low-yield environment.
By Sponsored Content
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