Retirement

News, insights and expert analysis on retirement from the team at Kiplinger.

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I'm a Financial Planner: How to Dodge a Retirement Danger You May Not Have Heard About

Timing is everything, and sequence of returns risk can mean the difference between a retirement nest egg that's overflowing … or empty.

The 7 Worst Assets to Leave Your Kids or Grandkids
How Confident Retirees Think Differently About Their Future
What's My Social Security Full Retirement Age?

Explore Retirement

Medicare
Annuities
Social Security
Long-term Care
Retirement Plans
Retirement Planning
Happy Retirement
Estate Planning
Asset Allocation
Inheritance

Latest

Medicare Open Enrollment 2026 Live Updates: The "Hold Harmless" Provision for Part B Premiums and Medicare FAQs

Medicare Open Enrollment Updates Medicare Open Enrollment starts October 15, through December 7. We're covering everything you need to know to get the best plan for your health and budget.

Medicare Open Enrollment Updates

Five Ways to Catch Up on Retirement Savings

If you’re in your highest-earning years, you can make up for lost time.
What’s the New 2026 Estate Tax Exemption Amount?

Estate Tax The IRS just increased the exemption as we enter into a promising tax year for estates and inheritances.

Estate Tax
Do You Know Your ABCDs? The Essential Medicare Parts Quiz

Quiz Test your basic knowledge of different parts of Medicare in our quick quiz.

Quiz

Financial Fact vs Fiction: The Truth About Social Security Entitlement (and Reverse Mortgages' Bad Rap)

Despite the 'entitlement' moniker, Social Security and Medicare are both benefits that workers earn. And reverse mortgages can be a strategic tool for certain people. Plus, we're setting the record straight on three other myths.
Six Financial Actions to Take the Year Before Retirement

Having your income, health care and tax plans in place before you exit the day job can make it more likely that you'll have a happy retirement.
Retire Before 59.5: The IRS Rule to Unlock Your IRA or 401(k) Cash Penalty-Free

This early retirement hack lets you tap your retirement savings without tax penalties. But you must plan well.

Boost Your HSA Savings with These Smart and Savvy Moves

Wednesday is National HSA Awareness Day. Health Savings Accounts (HSAs) provide savers with a triple tax benefit and even more if you adopt these strategies.
I'm in my 50s and thinking about prepaying my own funeral. Is it worth it?

We asked financial experts to weigh in.
Medicare Open Enrollment: Why You Need to Pay Extra Attention to Part D, From a Financial Adviser

The lowest premium for prescription drug coverage might not actually save you the most money. Make sure you take copays into consideration and do the math.