Retirement

News, insights and expert analysis on retirement from the team at Kiplinger.

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I'm a Financial Planner: How to Dodge a Retirement Danger You May Not Have Heard About

Timing is everything, and sequence of returns risk can mean the difference between a retirement nest egg that's overflowing … or empty.

The 7 Worst Assets to Leave Your Kids or Grandkids
How Confident Retirees Think Differently About Their Future
What's My Social Security Full Retirement Age?

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Medicare
Annuities
Social Security
Long-term Care
Retirement Plans
Retirement Planning
Happy Retirement
Estate Planning
Asset Allocation
Inheritance

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Medicare Open Enrollment 2026 Live Updates: One More Thing To Worry About During Open Enrollment: The Medigap Trap!

Medicare Open Enrollment Updates Medicare Open Enrollment starts October 15, through December 7. We're covering everything you need to know to get the best plan for your health and budget.

Medicare Open Enrollment Updates

Ask the Editor, October 17: QCDs and Tax-Planning

Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers more questions about the use of qualified charitable distributions (QCDs) in end-of-year tax planning.

Ask the Editor
You May Want To Think Twice Before Selling These Four Assets in Retirement

Sitting on little gold mines? It's natural to want to cash out when you retire. Here’s why you may not want to.
Treat Home Equity Like Your Other Retirement Investments

Homeowners who are considering using home equity in their retirement plan can analyze it like they do their other investments. Here's how.

18 Things Medicare Gives You for Free

Medicare doesn’t provide services entirely "for free," but some items and services are covered with no out-of-pocket costs for beneficiaries under specific conditions.
Five Ways to Catch Up on Retirement Savings

If you’re in your highest-earning years, you can make up for lost time.
What’s the New 2026 Estate Tax Exemption Amount?

Estate Tax The IRS just increased the exemption as we enter into a promising tax year for estates and inheritances.

Estate Tax

Do You Know Your ABCDs? The Essential Medicare Parts Quiz

Quiz Test your basic knowledge of different parts of Medicare in our quick quiz.

Quiz
Financial Fact vs Fiction: The Truth About Social Security Entitlement (and Reverse Mortgages' Bad Rap)

Despite the 'entitlement' moniker, Social Security and Medicare are both benefits that workers earn. And reverse mortgages can be a strategic tool for certain people. Plus, we're setting the record straight on three other myths.
Six Financial Actions to Take the Year Before Retirement

Having your income, health care and tax plans in place before you exit the day job can make it more likely that you'll have a happy retirement.