Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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What Does It Really Take to Retire Rich?Stick with a steady savings plan and smart investing over the long haul, and even a perfectly average paycheck can pave the way to retiring rich and living large.
By Kathryn Pomroy
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Is Your Financial Adviser's 1% Fee Worth It?The 1% adviser fee has always bought more than investment management. As we head into 2027 and AI reshapes the industry, here is what you should be paying for.
By Jacob Schroeder
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Social Security Strategies for Retirees With KidsThe Social Security decision shifts if you're married and have children under 18, as simply aiming to maximize your check can overlook benefits they'll need.
By Ray R. Harris, MBA, RSSA®
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Why This Family's $4 Million Estate Plan May UnravelThis week's Wealth Wise experts break down whether aggressive Roth conversions and split IRA distributions actually protect the next two generations.
By Maurie Backman
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4 Questions to Capture Your Family's True LegacyLeaving a true family legacy is all about taking the time to share your personal stories, values and memories with the people you love.
By Alex Kirby
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A Grandparent's Guide to Building Wealth for a NewbornHere's how to balance tax perks and financial aid impacts across 529s, UTMAs and trusts for your grandchild.
By Maurie Backman
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Why the Best Estate Plans Aren't Based on Worst-Case ScenariosFear is usually the driving force behind an estate plan, but that approach can be costly. For a better outcome, start from a place of clarity and control.
By Lisa G. McCurdy, Esq.
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Lower Your Retirement Taxes: Seven Common RMD Mistakes to AvoidRetirement RMD mistakes can lead to IRS tax penalties and in some cases, more taxable income than necessary.
By Kelley R. Taylor
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How to Build a Tax-Efficient Retirement Withdrawal PlanAccumulating retirement wealth is only half the job. How you withdraw it can have a significant impact on taxes, Medicare and what you ultimately get to spend.
By Rick Barnett
