News, insights and expert analysis on retirement from the team at Kiplinger.
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
Rather than claiming Social Security based on when you need the money, view your timing as a tax-planning tool that can help you lower your lifetime tax bill.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
Unless you recognize where your motivation for building wealth comes from, it's unlikely to lead to lasting happiness. Here's what to do about that.
By Feroz Ansari, CFP®
Skip long phone holds and field office lines. Discover how an active online Social Security account gives you control over your records.
By Donna LeValley
Building a fortune is one thing, managing it successfully through a family office is another. Investor and philanthropist Michael W. Sonnenfeldt has a solution.
By Michael W. Sonnenfeldt
Six ways "free" retirement accounts can cost you without showing it — and how to keep more of your money.
By Jacob Schroeder
Instead of saving home equity as a "last resort" in retirement planning, it makes sense to treat it as a strategic asset that's incorporated from the start.
By Craig Corn
Inheritance Tax If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one is right for you.
By Kate Schubel
