Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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How Savvy Snowbirds Are Affording the Two-Home Lifestyle NowLiving in two cities as a snowbird has its financial challenges, but when you do it the right way, it's fun and affordable. Here's How to Protect Your Wealth As a Seasonal Snowbird
By Brian O'Connell
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Is a Roth Conversion Just Not That Into You? How To Tell It's Not a MatchSometimes a Roth conversion isn't right for you — or at least not right now. A financial adviser explains what you should consider before getting involved.
By Katie Woloshin Corsetto
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2027 Social Security COLA Forecast Surges Amid Spike in InflationDriven by a recent spike in fuel and food prices, the 2027 Social Security COLA forecast has jumped to 3.9% — a significant increase over the 2026 raise of 2.8%.
By Donna LeValley
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Traditional IRA Basics: 10 Things to Know to Build WealthBasics A traditional IRA can be a powerful retirement-savings tool but you need to understand contribution limits, RMDs, rules for beneficiaries under the SECURE Act and more.
By Jackie Stewart
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Should You Convert a Traditional IRA to a Roth After 60?retirement You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have tax consequences.
By Kimberly Lankford
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The Average Monthly Social Security Check: April 2026The average monthly Social Security check amount might surprise you. Here's a look at March's numbers and why they matter.
By Donna LeValley
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Five Reasons You Should Take Social Security At 62 (and Five Reasons You Should Wait)There are sound reasons to take Social Security early. While many experts say it's best to wait until full retirement age to claim benefits, here are some reasons to start early.
By Kathryn Pomroy
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Medicare Tax: Five Things Every Worker Needs to Know for 2026Payroll Taxes It's important to know how Medicare tax works.
By Kelley R. Taylor
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3 Questions to Ask Before UnretiringThinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.
By Donna Fuscaldo
