Retirement News, insights and expert analysis on retirement from the team at Kiplinger. 2032 Social Security Cuts: What Retirees Stand to Lose in Every State Reducing Social Security benefits doesn't just impact retirees — it hits state economies, creating a double-whammy effect of smaller checks and lower GDPs. Should You Go All In on an S&P 500 ETF for Retirement Savings? Got $2.5 Million Saved? Here Are the Huge RMDs You Must Take 529 Plan vs. Roth IRA: Best Way to Pay for Grandkids' College Explore Retirement Long-term Care Asset Allocation Annuities Medicare Retirement Plans Social Security Inheritance Estate Planning Happy Retirement Retirement Planning Latest Are You Ready To Retire at 67? Take Our Quiz to Find Out Is 67 the perfect age for you to retire? Answer these 5 questions and find out. 5 Hidden Costs Draining Retirees' Budgets The bills they don’t see coming cause the most angst for retirees. Here's what to look out for. By Brian O'Connell Average Spending by Age for Those 55 and Over Are you overspending in retirement? See how average household spending shifts from age 55 to 75+ across housing, healthcare, and transportation. By Donna Fuscaldo Should You Withhold Tax From Social Security Benefits? Social Security Having taxes withheld from Social Security benefits can help retirees avoid a surprise when tax season arrives. By Kelley R. Taylor Social Security Should You Go All In on an S&P 500 ETF for Retirement Savings? The S&P 500 has been a portfolio staple for generations. But how should an index ETF actually fit into your retirement strategy? Here is what experts say. By Maurie Backman 5 Little-Known Senior Tax Deductions in 2026 Retirement Tax Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provided you have the right paperwork. By Kate Schubel Retirement Tax The Retirement Tax Assumption That Could Cost You Income from multiple sources such as pretax accounts and Social Security can result in a tax bill that might surprise you … and not in a good way. By John Jones, ChFC®, EA, BCP® Your Medicare Costs Are Set to Soar Over the Next Decade Medicare beneficiaries will face higher premiums, deductibles and surcharges starting in 2026 and continuing over the next decade. Here's what you need to know. By Donna LeValley The Estate Tax Exemption Amount for 2026 Estate Tax The estate exemption amount is significantly higher than last year, creating a potentially promising tax year for inheritances and estates. By Kate Schubel Estate Tax How to Retire Early in 7 Steps Here is the secret sauce for retiring early. You can try out that dream career or hobby, travel or just slow down, but be sure it's what you really want. By Jacob Schroeder 1 2 3 4 5 6 7 8 9 Archives
