Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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The Woman's Guide to Estate Planning: Protect Your Health and WealthEstate planning for women must account for longer average lifespans, interrupted work lives and other gender differences. It's crucial for their financial and physical health.
By Deborah Yao
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What to Do When You're the Executor of an EstateThere are many steps you have to take if you're named the executor of an estate, and each estate is different, but there are some basic steps to follow.
By Sandra Block
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Do You Have a 'Good' Pension? See Your State's AverageSurprise! Just over half of Americans 65 and older currently have a pension. Here is how much these guaranteed lifetime benefits pay out in all 50 states.
By Adam Shell
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The 'Serena Williams Rule' of RetirementRather than formally retire, Serena Williams sought an "evolution."
By Alexandra Svokos
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Mellody Hobson: The No. 1 Mistake Derailing Retirement SavingsAre you accidentally sabotaging your own financial security? A top financial executive explains why doing what feels "safe" might be your biggest risk.
By Donna Fuscaldo
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Borrowing Against Your Portfolio: When It Makes SenseA securities-based line of credit can provide access to cash without requiring you to sell eligible investments. These are the opportunities and risks.
By Rich Guerrini
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How to Manage 401(k) Rollovers to Protect Your WealthIn addition to saving and investing, financial literacy should teach us how to manage 401(k) cash-outs and rollovers so we can protect our wealth.
By Spencer Williams
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Some Retirees Are Choosing Delaware Over Florida: How the Retirement Math Adds UpRetirement Tax Florida has long been a favored retirement destination, but lately, Delaware is having a moment.
By Kelley R. Taylor
Retirement Tax -
3 Charitable Giving Strategies for High-Net-Worth PeopleIf you have $1 million or more saved for retirement, these charitable giving strategies can help you give efficiently and save on taxes.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
