<![CDATA[ Latest from Kiplinger in Retirement ]]> https://www.kiplinger.com/retirement Wed, 13 May 2026 10:05:00 +0000 en <![CDATA[ Our New Health Plan Offers an HSA. Is the Triple Tax Benefit Worth the Hassle of Saving Decades of Receipts? ]]> https://www.kiplinger.com/retirement/our-new-health-plan-offers-an-hsa-is-the-triple-tax-benefit-worth-the-hassle-of-saving-decades-of-receipts qVHQdoMgEsgfdVCyrrunyn Wed, 13 May 2026 10:05:00 +0000 <![CDATA[ 5 Ways the OBBBA Rewards the Midwestern Millionaire: You Won't Want to Ignore These Tax Planning Opportunities ]]> https://www.kiplinger.com/taxes/tax-planning/how-the-obbba-rewards-diligent-savers-and-millionaires 8Yiq5YPyYipvprynwvdRGW Wed, 13 May 2026 09:40:00 +0000 <![CDATA[ Will Your Retirement Plan Collapse Under These 5 Stresses? ]]> https://www.kiplinger.com/retirement/retirement-planning/will-your-retirement-plan-collapse-under-these-stresses McCn3VsaQuZSimcUvHzXsa Wed, 13 May 2026 09:35:00 +0000 <![CDATA[ Retirement Location, Location, Location: Can Florida Be Beaten? ]]> https://www.kiplinger.com/retirement/retirement-planning/retirement-location-can-florida-be-beaten KzXdvjNCxpYsWKP2SDm49h Wed, 13 May 2026 09:30:00 +0000 <![CDATA[ 5 Do's and Don'ts for a Successful First Meeting With Your Financial Adviser ]]> https://www.kiplinger.com/retirement/retirement-planning/tips-for-the-first-meeting-with-your-financial-adviser uFSoD3rXsNK4Dc4JpcFLw5 Tue, 12 May 2026 09:35:00 +0000 <![CDATA[ Hantavirus: What Retirees Need to Know Before Boarding a Cruise Ship This Summer ]]> https://www.kiplinger.com/retirement/retirement-planning/hantavirus-what-retirees-need-to-know-before-boarding-a-cruise-ship-this-summer XvyrLrJnqZCT4HUHsyQgQ6 Mon, 11 May 2026 17:34:40 +0000 <![CDATA[ Why You Need to Start Your Social Security Claim 4 Months Early: 7 Steps to Prevent a Delay at the Worst Possible Moment ]]> https://www.kiplinger.com/retirement/social-security/start-your-social-security-claim-early-to-prevent-a-delay DPihzU4TiXawNDTqwbnFma Mon, 11 May 2026 09:45:00 +0000 <![CDATA[ 3 Things That the Ultra-Rich Do to Protect Their Wealth That You Can Do, Too ]]> https://www.kiplinger.com/retirement/estate-planning/how-the-ultra-rich-protect-wealth 4A92hjH4BGXGZCmhzt2CvW Mon, 11 May 2026 09:40:00 +0000 <![CDATA[ If You're Looking for Financial Advice, Start With This Question (It Isn't About Fees) ]]> https://www.kiplinger.com/retirement/looking-for-financial-advice-start-with-this-question zA9ea5VL5LcjCyPU6WYLRC Mon, 11 May 2026 09:35:00 +0000 Wed, 13 May 2026 06:58:55 +0000 <![CDATA[ My Beloved Husband Has Early-Stage Dementia. He Is 'Doing Well,' but How Do I Protect Our $1.6 Million Savings Right Now? ]]> https://www.kiplinger.com/retirement/retirement-planning/my-beloved-husband-has-early-stage-dementia-he-is-doing-well-but-how-do-i-protect-our-usd1-6-million-savings-right-now SwPj43djCjk48cJZbr9gsX Sun, 10 May 2026 10:05:00 +0000 <![CDATA[ I'm a Financial Adviser: Are You a Woman Who Sees Financial Planning as Another Job You Don't Have Time For? You'll Regret That ]]> https://www.kiplinger.com/retirement/retirement-planning/woman-with-no-time-time-for-financial-planning-dont-regret-that 7ebxNrH7gg3fNoSy9xsyMh Sun, 10 May 2026 09:30:00 +0000 <![CDATA[ We Love Hosting at Our $3.2M Beach House, but Inflation Is Forcing a Choice: Cut Back or Tap Retirement Savings? ]]> https://www.kiplinger.com/retirement/happy-retirement/we-love-hosting-at-our-beach-house-but-with-inflation-should-we-cut-back 5t9c2hDAsn85L8cwY8mMHS Sat, 09 May 2026 10:15:00 +0000 <![CDATA[ As You Near Retirement, Think Like Warren Buffett: Stop Risking What You Need for What You Don't ]]> https://www.kiplinger.com/retirement/retirement-planning/think-like-warren-buffett-as-you-near-retirement gFdbrHPAZ8HfwvrQwjyfoN Sat, 09 May 2026 09:40:00 +0000 <![CDATA[ I'm a Financial Planner: If You're Too Rich for a Roth, Consider a Mega Backdoor Roth (This Is How It Works) ]]> https://www.kiplinger.com/retirement/roth-iras/mega-backdoor-roth-how-it-works qBcCQJB5q24AX3QTZxf6Lb Sat, 09 May 2026 09:35:00 +0000 <![CDATA[ The Average Boomer 401(k) Balance Is Not Exactly an 'Easy Rider' Trip ]]> https://www.kiplinger.com/retirement/401ks/the-average-boomer-401-k-balance-is-not-exactly-an-easy-rider-trip T8meHx6FTGCqiRnCaBGKPC Fri, 08 May 2026 10:05:00 +0000 <![CDATA[ Wealthy Homeowners Want Frictionless Ways to Tap Into Home Equity — and the Market Is Providing Them ]]> https://www.kiplinger.com/retirement/retirement-planning/home-equity-options-for-wealthy-homeowners BHQewbeBBC5o7WhySr4ieH Fri, 08 May 2026 09:30:00 +0000 <![CDATA[ 3 Questions To Ensure Your Retirement Nest Egg Is Inflation-Proof ]]> https://www.kiplinger.com/retirement/happy-retirement/questions-to-ensure-your-retirement-is-inflation-proof fiyJYUjecCy4X2QoWRKLui Thu, 07 May 2026 10:15:00 +0000 <![CDATA[ Tending to Your Estate Plan This Spring? Don't Forget to Give Your IRA Some Love ]]> https://www.kiplinger.com/retirement/iras/estate-planning-dont-forget-your-ira bPbjBCCvV4Jt2pEJm4sBy3 Thu, 07 May 2026 09:40:00 +0000 <![CDATA[ Who Is Getting Your Money?: The Beneficiary Designation Quiz ]]> https://www.kiplinger.com/puzzles/quizzes/who-is-getting-your-money-the-beneficiary-designation-quiz g3RTUYzki2nTvBgQQ3yiN3 Wed, 06 May 2026 16:55:49 +0000 <![CDATA[ We're 73 with $2.1 million. I Want to Pay Off Our Grandson's $45K Student Loan, but My Husband Says No. Who's Right? ]]> https://www.kiplinger.com/retirement/retirement-planning/i-want-to-pay-off-our-grandsons-usd45k-student-loan-debt-but-my-husband-says-we-cant-afford-it-whos-right kn4Fb7HCrVri2DriKJpXRU Wed, 06 May 2026 10:05:00 +0000 Mon, 11 May 2026 16:18:53 +0000 <![CDATA[ I'm a Financial Adviser: This Retirement Income Plan Could Be Your Key to Sweet Dreams ]]> https://www.kiplinger.com/retirement/retirement-planning/retirement-income-plan-for-peace-of-mind 63VrVTLQaVy97fxxdcyGvk Wed, 06 May 2026 09:40:00 +0000 <![CDATA[ I'm a Retired Financial Adviser: If You Haven't Saved Enough for Retirement, These Are Your Options ]]> https://www.kiplinger.com/retirement/retirement-planning/havent-saved-enough-for-retirement-these-are-your-options ia5S3JyRKFWKjFV9xmEnfJ Wed, 06 May 2026 09:35:00 +0000 <![CDATA[ College Towns Are Becoming Retirement Destinations in 2026: How Does the Tax Math Add Up for Retirees? ]]> https://www.kiplinger.com/taxes/college-towns-are-retirement-destinations-how-does-the-tax-math-add-up Atus4oCFmiMDtSMEjYV3C8 Tue, 05 May 2026 13:27:00 +0000 Thu, 07 May 2026 15:56:39 +0000 <![CDATA[ Rich but Restless: Why Your $5M Portfolio Isn’t Buying Retirement Confidence ]]> https://www.kiplinger.com/retirement/retirement-planning/rich-but-restless-why-your-usd5m-portfolio-isnt-buying-retirement-confidence Evsbrxfbz74ZyWAAK9qbhc Tue, 05 May 2026 10:05:00 +0000 Tue, 05 May 2026 16:21:43 +0000 <![CDATA[ Give More But Pay Less: An Essential Guide to Tax-Smart Charitable Giving in 2026 ]]> https://www.kiplinger.com/personal-finance/charity/an-essential-guide-to-tax-smart-charitable-giving RNZickb9PE4zkJ9SkHNDjR Tue, 05 May 2026 09:45:00 +0000 <![CDATA[ Kiplinger Readers' Choice Awards 2026: Annuity Providers* ]]> https://www.kiplinger.com/retirement/annuities/kiplinger-readers-choice-awards-2026-annuity-providers bU8c9Snt7inoqVz7sfP8oY Mon, 04 May 2026 10:00:00 +0000 Mon, 11 May 2026 19:19:44 +0000 <![CDATA[ We Want to Give Our Daughter $200K for a Home. We Already Paid for Her Wedding, and Our Sons Say We Are Being Unfair. ]]> https://www.kiplinger.com/retirement/we-want-to-give-our-daughter-usd200k-for-a-home-we-already-paid-for-her-wedding MB3nsa2xFK67caw3wEjQ3F Sun, 03 May 2026 10:05:00 +0000 <![CDATA[ Gary Has a Plan for Retirement: Crash on the Sofa and Veg. Here's the Problem With That … ]]> https://www.kiplinger.com/retirement/retirement-planning/your-long-term-retirement-plan-needs-a-purpose nYNdcK4ujphzPiMiwXRkhY Sun, 03 May 2026 09:40:00 +0000 <![CDATA[ We've All Heard the Buzz About Roth Conversions, But Not Everyone Will Like the Reality ]]> https://www.kiplinger.com/retirement/roth-iras/roth-conversions-arent-for-everyone-heres-why QW2xEHDsUoaeHUoLvTKvc6 Sun, 03 May 2026 09:35:00 +0000 <![CDATA[ These 7 Investment Behaviors Hurt Retirees the Most, But It's Not Too Late to Change Your Ways ]]> https://www.kiplinger.com/retirement/retirement-planning/investment-behaviors-that-hurt-retirees-the-most yLJ7dFWfJRQhLdJa4fNcpE Sun, 03 May 2026 09:30:00 +0000 <![CDATA[ 5 Billy Joel Lyrics Retirees Should Live By ]]> https://www.kiplinger.com/retirement/happy-retirement/billy-joel-lyrics-retirees-should-live-by Z5TCSxNvniarqTHsdsLWFo Sat, 02 May 2026 14:15:00 +0000 <![CDATA[ I’m a Retirement Expert Who Just Turned 65. Here’s the Advice I’m Actually Following ]]> https://www.kiplinger.com/retirement/retirement-plans/im-a-retirement-expert-who-just-turned-65-heres-advice-im-following ozCBfaPjqbNwJQxhZTTz5Q Sat, 02 May 2026 10:30:00 +0000 Mon, 04 May 2026 14:31:48 +0000 <![CDATA[ 5 Key Insights We Learned From 50 First-Time Millionaires ]]> https://www.kiplinger.com/personal-finance/my-first-million-key-insights-from-first-time-millionaires Sho9YHeqGumkvhVH2jmXXF Sat, 02 May 2026 10:00:00 +0000 <![CDATA[ I'm a Financial Pro: This Is What No One Will Tell You About Getting Rich ]]> https://www.kiplinger.com/retirement/retirement-planning/what-no-one-tells-you-about-getting-rich caa6exHyn3L3JVnaePofe7 Sat, 02 May 2026 09:40:00 +0000 <![CDATA[ Forget the 80% Rule When Budgeting for Retirement: Think 80-70-60 ]]> https://www.kiplinger.com/retirement/retirement-planning/forget-the-80-percent-rule-when-budgeting-for-retirement N5ZKRwqRWFFK6TBbFSKU2f Sat, 02 May 2026 09:35:00 +0000 <![CDATA[ Ask the Tax Editor, May 1: 10-Year Rule for Inherited IRAs ]]> https://www.kiplinger.com/retirement/iras/ask-the-tax-editor-10-year-rule-for-inherited-iras qip9ergZPQ7LfAwitE4exe Fri, 01 May 2026 10:50:00 +0000 <![CDATA[ We’re New Yorkers with $3.8M. We Plan to Retire in South Carolina, but My Wife Worries We Will Regret It. ]]> https://www.kiplinger.com/retirement/retirement-planning/were-new-yorkers-with-usd3-8m-we-plan-to-retire-in-south-carolina-but-my-wife-worries-well-be-lonely Jpga4EAj3B328mE6RAWhiF Fri, 01 May 2026 10:05:00 +0000 Mon, 04 May 2026 19:59:53 +0000 <![CDATA[ I Asked Investors to Share the Frustrations They Have With Financial Professionals, and These Are Their Top 10 ]]> https://www.kiplinger.com/retirement/retirement-planning/top-frustrations-investors-have-with-financial-professionals mA9nn9UxGGTKQSxyJrFCHJ Fri, 01 May 2026 09:35:00 +0000 <![CDATA[ The 'Wait-to-Win' Rule of Retirement Spending ]]> https://www.kiplinger.com/retirement/social-security/the-wait-to-win-rule-of-retirement-spending oyMPhfbNN5pRknjh6YMnhn Thu, 30 Apr 2026 10:05:00 +0000 Wed, 06 May 2026 22:52:05 +0000 <![CDATA[ How Smart Is Your Gifting Strategy? Take Our Grandparents' Legacy Quiz ]]> https://www.kiplinger.com/puzzles/quizzes/how-smart-is-your-gifting-strategy-a-grandparents-legacy-quiz GNf6UhSky7Bd5Df9QiiGN4 Wed, 29 Apr 2026 17:00:00 +0000 <![CDATA[ A Once-in-a-Lifetime Summer: 7 Historic Trips to Take With Your Grandkids for America’s 250th ]]> https://www.kiplinger.com/personal-finance/travel/historic-trips-to-take-with-your-grandkids-for-americas-250th ZFkLDpQb7YwiYtzi2VTYiP Wed, 29 Apr 2026 14:05:00 +0000 Wed, 29 Apr 2026 17:51:47 +0000 <![CDATA[ How to Open a Custodial Roth IRA: A Guide for Grandparents ]]> https://www.kiplinger.com/retirement/roth-iras/how-to-open-a-custodial-roth-ira-for-grandparents dAUXAJgoFyXTkTFPBB5J9S Wed, 29 Apr 2026 10:15:00 +0000 Wed, 29 Apr 2026 15:43:35 +0000 <![CDATA[ Should You Relocate to a New State for Retirement? The Ultimate Checklist for Those With a Pension and $1 Million-Plus ]]> https://www.kiplinger.com/retirement/retirement-planning/should-you-relocate-to-a-new-state-for-retirement-a-checklist MtnaSL7sy6c5PAvNg7J6YC Wed, 29 Apr 2026 09:40:00 +0000 Thu, 30 Apr 2026 14:04:11 +0000 <![CDATA[ I'm a Financial Planner: These 4 Spending Mistakes Can Derail Your Retirement Plan ]]> https://www.kiplinger.com/retirement/retirement-planning/spending-mistakes-that-can-derail-your-retirement-plan whkg87tooSfCWrGsYAKSX6 Wed, 29 Apr 2026 09:35:00 +0000 <![CDATA[ Changing Jobs and Tempted to Cash Out Your 401(k)? Read This First (Future You Will Thank You) ]]> https://www.kiplinger.com/retirement/401ks/cashing-out-your-401k-to-buy-a-home imE5BgcbyoxeY4mE3zEz4d Wed, 29 Apr 2026 09:30:00 +0000 <![CDATA[ The Average Millennial 401(k) Balance is Not 'Superbad' ]]> https://www.kiplinger.com/retirement/retirement-planning/the-average-millennial-401-k-balance eYFmtYFWeM44NJpKFSfjsE Tue, 28 Apr 2026 10:05:00 +0000 Thu, 30 Apr 2026 13:25:31 +0000 <![CDATA[ The 9% Solution: An Expert Guide to Retirement Tax Breaks That Could Cut Your Tax Rate Nearly in Half ]]> https://www.kiplinger.com/retirement/retirement-planning/expert-guide-to-retirement-tax-breaks-to-cut-your-tax-rate yAzcue6pSnNpKKgKsUN8on Tue, 28 Apr 2026 09:40:00 +0000 <![CDATA[ We Are 65 With $2.6 Million. One of Our Two Daughters Struggles Financially. Is It Fair if We Only Help Her? ]]> https://www.kiplinger.com/retirement/retirement-planning/we-are-65-with-usd2-6-million-one-of-our-two-daughters-struggles-financially-is-it-fair-if-we-help-her-and-not-the-other g95sAiDxpZnsVSBeVXc6CX Sun, 26 Apr 2026 10:05:00 +0000 Mon, 27 Apr 2026 20:10:52 +0000 <![CDATA[ I'm a Financial Planner: If You're a Wealthy Retiree Who Ignores These 3 Retirement To-Dos, You're Courting Significant Financial Risk ]]> https://www.kiplinger.com/retirement/retirement-planning/retirement-tasks-wealthy-retirees-often-overlook sECsTAFxHwvJcQPARQS2hF Sun, 26 Apr 2026 09:40:00 +0000 <![CDATA[ Will Millennials' Attitude Toward Money Put the Family Wealth at Stake? A Wealth Adviser Explains How Families Can Find Common Ground ]]> https://www.kiplinger.com/investing/wealth-management/bridging-the-millennial-boomer-gap-in-financial-attitudes 7kGZZ7Gqhv6TAL5Cta4AJe Sun, 26 Apr 2026 09:35:00 +0000