Retirement News, insights and expert analysis on retirement from the team at Kiplinger. 5 Reasons to Claim Social Security at 70 (and 5 Reasons Not To) Waiting until 70 to claim Social Security has its benefits, including maximizing your paycheck, but there are also valid reasons why you shouldn't wait. Should Fully Funded Retirees Invest Like 30-Year-Olds? The 'Florida Flip' for Roth Conversions and Lower RMDs Jean Chatzky: This Is the Biggest Retirement Mistake You Can Make Explore Retirement Long-term Care Asset Allocation Annuities Medicare Retirement Plans Social Security Inheritance Estate Planning Happy Retirement Retirement Planning Latest 529 Plans: Everything You Need to Know 529 plans offer convenience and potential tax benefits when saving for education. That said, there are still a range of rules you’ll need to know (and follow). Why the Trump Account Rollout Is Raising Questions About Social Security Social Security As Social Security barrels toward projected cuts, a newly launched federal savings initiative could privatize the program. By Kate Schubel Social Security Roth 401(k) vs 401(k): Which Is Right for You? The Roth 401(k) vs traditional 401(k) decision can mean the difference between higher taxes now or in retirement. It's your choice. By Adam Shell Business Owners Can Balance AI, Employee Loyalty and Retirement Scaling your business for an exit doesn’t mean shedding your soul. Here is how to leverage AI to elevate your people and maximize your final payout. By Maurie Backman 3 Tax-Efficient Legacy-Building Strategies for the Wealthy If you have a high net worth, you need the kind of estate planning that navigates complex tax landscapes to ensure you pass on the maximum amount of wealth. By Ashley Terrell, IAR The Importance of Coordinating Financial and Estate Plans Your financial plan and estate plan should work in concert. Problems can emerge when you treat the two as unrelated entities. By Ryan Polimeni Do You Know What It Takes to Be a Millionaire? Test Yourself Quiz Wonder what separates those who build a million-dollar nest egg from the rest, and whether you have what it takes to make $1M? Take this quiz to find out. By Joyce Lamb Quiz Are You Ready To Retire at 65? Take Our Quiz to Find Out Are you in a good position to retire at 65? Find out with this quick quiz. By Donna Fuscaldo The 'Second Law' of Retirement: Claim Your Power Over Disorder The best-laid plans in retirement have a way of drifting over time. Here are three steps to kick entropy to the curb. By Jacob Schroeder The 25 Cheapest Places to Live: U.S. Cities Edition Have a look at the cheapest places to live in America for city dwellers. Is one of the cheapest places to live in the U.S. right for you? By Donna LeValley 1 2 3 4 5 6 7 8 9 Archives
