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 Generation in 2026A market rally drove 401(k) balances to new heights in the second quarter of 2026. How does your account balance stack up?
By Adam Shell
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Why Avoiding IRMAA Could Cost You More in RetirementDoing everything to avoid Medicare surcharges (IRMAA) is tempting, but obsessing over annual premium savings can increase your total retirement tax bill.
By Scott Tucker, Investment Adviser Representative
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The Expert Guide to a Tax-Free InheritancePassing down assets can leave kids with a massive tax bill. This week's Wealth Wise advice column explores the strategies advisers use to leave an inheritance tax-free.
By Maurie Backman
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What a New Flat-Rate Social Security COLA Would Mean for Retireee TaxesTax Law Lawmakers are floating several ideas about how to shore up Social Security. One involves changing the annual cost-of-living adjustment.
By Kelley R. Taylor
Tax Law -
How to Protect Your Assets From Long-Term Care CostsA revocable living trust is great for avoiding probate but won't shield savings from long-term care costs. Consider a Medicaid Asset Protection Trust instead.
By Evan H. Farr, CELA
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What Happens When You Inherit a House — With Your SiblingsInheriting a house with siblings can raise questions about ownership, taxes and costs. Learn your options for selling, keeping or buying out the home.
By Choncé Maddox
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Why the 4% Rule Could Fail for Retirement IncomeWhile the 4% rule is a useful starting point, a lengthy retirement can't rely on a one-time calculation. This is why you need a personalized income plan.
By Robert D. Blair, CFP®
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I'm a Retirement Editor, But My Parents' Estate Tripped Me Up With a Snake and a GunMy parents took meticulous care of their home and estate planning. But when it came time to sell their house of 54 years, all hell broke loose. Here are the five lessons I learned.
By Ellen B. Kennedy
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Financial Strategies to Afford a Long RetirementBridging the gap between your vision of retirement and real financial readiness requires planning, adaptable income strategies and expert guidance.
By Erin Culek
