Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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How to Plan Your First International Trip After Retirement
Retirement paves the way for a world of exciting (and intimidating) experiences. An overseas journey can be an ideal way to embrace this new phase of life.
By Kathryn Pomroy
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I'm a Financial Planner: Could Partial Retirement Be the Right Move for You?
Many Americans close to retirement are questioning whether they should take the full leap into retirement or continue to work part-time.
By Tony Drake, CFP®, Investment Advisor Representative
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From Mortgages to Taxes to Estates: How to Prepare for Falling Interest Rates
As speculation grows that the Federal Reserve will soon start lowering interest rates, now is a good time to review your financial plans for housing, estate, taxes, investing and retirement to make the most of potential changes.
By Mallon FitzPatrick, CFP®, AEP®, CLU®
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This Is How Lottery Winners Build Lasting Legacies, From a Financial Professional
Winning a massive lottery jackpot, like the recent $1.4 billion Powerball, requires seeking immediate legal and financial counsel, protecting your identity and winnings and planning your legacy.
By Peter J. Klein, CFA®, CAP®, CSRIC®, CRPS®
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How to Calculate RMDs (Required Minimum Distributions) for IRAs
required minimum distributions (RMDs) Understand when and how to calculate RMDs and avoid stiff penalties from your tax-deferred IRA.
By Kathryn Pomroy
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Best Places to Retire in the US
Whether it's warmer weather, quality health care or a low tax burden, these states offer retirees a sweet spot to live in after leaving work.
By Kathryn Pomroy
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Worst Places to Retire in the US
The worst places to retire tend to lag in quality of life, health care and affordability, according to WalletHub's 2025 survey. Is your state the worst?
By Kathryn Pomroy
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Quiz: How Well Do You Know the Fed?
Quiz Test your basic knowledge of the Federal Reserve and how its actions impact your money in our quick quiz.
By Kiplinger Staff
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Ask the Editor: Questions on 529 Plan Rollovers to a Roth IRA
Ask the Editor In this week's Ask the Editor Q&A, we answer four questions from readers on transferring 529 plan money to a Roth IRA.
By Joy Taylor
Ask the Editor