Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Five Ways to Catch Up on Retirement Savings
If you’re in your highest-earning years, you can make up for lost time.
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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.
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Do You Know Your ABCDs? The Essential Medicare Parts Quiz
Quiz Test your basic knowledge of different parts of Medicare in our quick quiz.
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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.
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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.
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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.
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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.
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I'm in my 50s and thinking about prepaying my own funeral. Is it worth it?
We asked financial experts to weigh in.
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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.