Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Quiz: Understanding Roth Conversions
Quiz Test your basic knowledge of Roth conversions in our quick quiz.
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The Average IRA Balance by Age and Generation
Knowing how the average IRA balance of peers compares to your own could be the nudge you need to save more for retirement — or pat yourself on the back.
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A Retirement Guide for Solo Agers
If you’re single without adult children to rely on for help, planning for your older years requires an added layer of intention and urgency.
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Average Spending by Age for Those 55 and Up: How Do You Stack Up?
Everybody has their own number for how much they’ll spend in retirement. See if yours is in line with the averages.
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The Me-First Rule of Retirement Spending
Follow the 'Me-First" rule and you won't have to worry about running out of money when the stock market goes south.
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Roth 401(k) Contribution Limits for 2026
retirement plans The Roth 401(k) contribution limit for 2026 has increased, and workers who are 50 and older can save even more.
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Top Four Retirement Withdrawal Strategies to Maximize Your Savings
These retirement withdrawal strategies avoid tax and stock market pitfalls that can eat into your savings.
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What You Will Pay for Medicare in 2026
Medicare premiums for 2026, as well as the costs of Parts A, B, and D, have increased. Here is how much you'll pay in 2026.
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The Private Annuity Sale: A Smart Way to Reduce Estate Taxes
In a private annuity sale, you transfer a highly appreciated asset to an irrevocable trust in exchange for a lifetime annuity.




