News, insights and expert analysis on retirement from the team at Kiplinger.
You don't need to cut the cable to retire comfortably. In this week's Wealth Wise advice column, advisers tell a couple with $300K saved how to catch up.
By Maurie Backman
Don't beat yourself up if you've taken a hardship withdrawal from your 401(k). Here's how you can avoid it in the future.
By Sophie Benander, CRPS®, MBA
Is it ruff or purr-fect to be a retired pet owner? This might be no surprise to dogs (not like cats care), but dog owners have a "paws-itively" better outlook.
By David Blanchett, PhD, CFA®, CFP®
From heirloom china to your old golf clubs, here is what your grown kids secretly wish you'd unload — just not on them.
By Bruce Horovitz
"Wait until 70" is good advice on maximizing Social Security for a single person, but married couples need a different number. Do you know how to do the math?
By Hans Scheil, CFP®, CLU®, ChFC®, CASL®, CLTC®
Why wait until December to review your financial plans? You'll have a clear enough picture of income, spending and investments to make meaningful decisions now.
By Matt Marinovich, CFP®
This is how you can sidestep the "Social Security tax torpedo," a common issue where tax-deferred retirement accounts unexpectedly increase your tax burden.
By Kyle Hammerschmidt, Investment Adviser
Set it up correctly from the start, and you can share a dream getaway with friends all the way into retirement — without risking your nest egg.
By Maurie Backman
If you start optimizing your taxes now, you can head off the inevitable tax consequences waiting for you when RMDs kick in — and when your family inherits.
By Ethan M. West, CPA
