Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
Explore Retirement
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We Have $4 Million in IRAs. Will Our Inheritance Strategy Work?This week's Wealth Wise experts break down whether aggressive Roth conversions and split IRA distributions actually protect the next two generations.
By Maurie Backman
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4 Questions to Capture Your Family's True LegacyLeaving a true family legacy is all about taking the time to share your personal stories, values and memories with the people you love.
By Alex Kirby
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A Grandparent's Guide to Building Wealth for a NewbornHere's how to balance tax perks and financial aid impacts across 529s, UTMAs and trusts for your grandchild.
By Maurie Backman
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Why the Best Estate Plans Aren't Based on Worst-Case ScenariosFear is usually the driving force behind an estate plan, but that approach can be costly. For a better outcome, start from a place of clarity and control.
By Lisa G. McCurdy, Esq.
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Lower Your Retirement Taxes: Seven Common RMD Mistakes to AvoidRetirement RMD mistakes can lead to IRS tax penalties and in some cases, more taxable income than necessary.
By Kelley R. Taylor
Retirement -
How to Build a Tax-Efficient Retirement Withdrawal PlanAccumulating retirement wealth is only half the job. How you withdraw it can have a significant impact on taxes, Medicare and what you ultimately get to spend.
By Rick Barnett
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The Ultimate NYC Holiday Trip to Take With Your GrandkidsSkip the crowds. Keep the magic. Plan an elevated, luxury NYC holiday trip designed for you and your grandchildren.
By Donna LeValley
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RMD Paradox: A Healthy Nest Egg Can Hatch a Nasty Tax BillSaving too well can create a big tax problem once required minimum distributions kick in, making proactive income management and strategic withdrawals essential.
By Donald Albach
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5 Key Decisions to Make in Your First Year of RetirementThe first year of retirement is when you finally get to replace the assumptions in your financial plan with real numbers that inform key decisions.
By Michael Pappis, CFP®
