News, insights and expert analysis on retirement from the team at Kiplinger.
Social Security Having taxes withheld from Social Security benefits can help retirees avoid a surprise when tax season arrives.
By Kelley R. Taylor
The S&P 500 has been a portfolio staple for generations. But how should an index ETF actually fit into your retirement strategy? Here is what experts say.
By Maurie Backman
Retirement Tax Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provided you have the right paperwork.
By Kate Schubel
Income from multiple sources such as pretax accounts and Social Security can result in a tax bill that might surprise you … and not in a good way.
By John Jones, ChFC®, EA, BCP®
Medicare beneficiaries will face higher premiums, deductibles and surcharges starting in 2026 and continuing over the next decade. Here's what you need to know.
By Donna LeValley
Estate Tax The estate exemption amount is significantly higher than last year, creating a potentially promising tax year for inheritances and estates.
By Kate Schubel
Here is the secret sauce for retiring early. You can try out that dream career or hobby, travel or just slow down, but be sure it's what you really want.
By Jacob Schroeder
Adventure, lower costs, affordable healthcare and a richer life can all be yours overseas — but you have to nail the practical details first.
By Diane Harris
Reducing Social Security benefits doesn't just impact retirees — it hits state economies, creating a double-whammy effect of smaller checks and lower GDPs.
By Donna LeValley
