Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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The Average 401(k) Balance by Age and GenerationHow did your 401(k) balance rank vs savers your age in the fourth quarter? Learn the keys to building a retirement account that will last a lifetime.
By Adam Shell
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Some Companies Are Pausing 401(k) Matches in 2026: What It Means for Your Taxes and Retirement SavingsRetirement Savings Some employers are suspending or scaling back retirement contributions, leaving workers with new questions about savings, taxes, and long-term planning.
By Kelley R. Taylor
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I've Been Offered a Buyout, but I Love My Job and 'Work Family.'We asked financial advisers whether this 62-year-old should take the six-month buyout and retire, or work a few more years.
By Donna Fuscaldo
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How Savvy Retirees Turn Second Homes Into Passive Income EnginesBuying a second home during retirement, especially if your savings are solid, can improve your lifestyle or be a strategic financial choice. But it requires meticulous planning.
By Kathryn Pomroy
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Retire Before 59½: The IRS Rule to Unlock Your IRA or 401(k)This early-retirement hack lets you tap your retirement savings without tax penalties, helping bridge the gap to Social Security. But you must plan well.
By Jacob Schroeder
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The Turning 65 Quiz: Most People Fail Question #6. Can You Pass?Quiz Take our 10-question quiz to test your understanding of the critical milestones and decisions you'll encounter as you turn 65.
By Donna LeValley
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10 Medicare Changes to Watch in 2026Understanding the changes happening to Medicare in 2026 will help you work out whether original Medicare or a Medicare Advantage plan is best for you.
By Donna LeValley
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Is the HSA Triple Tax Benefit Worth the Paperwork Hassle?Should we sign up for a Health Savings Account (HSA) and embrace even more healthcare paperwork? We'd rather plan vacations than track receipts.
By Maurie Backman
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5 Ways the OBBBA Rewards the Midwestern MillionaireDiligent savers who take steps to capitalize on these tax-saving opportunities can keep more of their wealth and even help build a tax-efficient legacy.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
