Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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529 Plan Contribution Limits for 2026
Each state sets 529 plan contribution limits, which range from $235,000 to just over $600,000..
By Kathryn Pomroy
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The New Estate Tax Exemption Amount for 2026
Estate Tax The IRS has increased the exemption as we enter into a promising tax year for estates and inheritances.
By Kate Schubel
Estate Tax -
How to Calculate Taxes on Social Security Benefits
Social Security The federal government can tax up to 85% of your Social Security benefits, so it's good to know how those taxes are calculated.
By Kelley R. Taylor
Social Security -
Use the 529 Grandparent Loophole To Maximize College Savings
Use the 529 grandparent loophole to fund a grandchild’s education without impacting their financial aid eligibility.
By Erin Bendig
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Healthy to 100: Secrets from Countries Where Retirees Age Best
Longevity is a team sport, according to author Ken Stern. Here's the secret sauce for living long, healthy lives from countries such as Italy and Japan.
By Richard Eisenberg
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Best 529 Plans of 2026
Check out the best 529 plans of 2026 and find the best plan for your child or grandchild’s college savings.
By Erin Bendig
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The 'Rule of 25' for Retirement Planning: Start Here
Try the simple calculation of the "Rule of 25." Because sometimes, a back-of-the-napkin idea is all you need to get started.
By Jacob Schroeder
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I Drive and Collect Classic Cars: Here’s How I Got Started
Are classic cars a hobby or an investment strategy — or both? Either way, the vintage car scene is much cooler and more affordable than you think.
By Benjamin Tice Smith
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States That Don't Tax Pension Income in 2026
Retirement Taxes Over a dozen states don't tax pension income regardless of your age or how much money you have.
By Gabriella Cruz-Martínez
Retirement Taxes
