<![CDATA[ Latest from Kiplinger in Retirement-plans ]]> https://www.kiplinger.com/retirement/retirement-plans Mon, 18 May 2026 11:15:00 +0000 en <![CDATA[ How Much Do You Know About Nvidia? Take Our Quiz to Find Out ]]> https://www.kiplinger.com/puzzles/quizzes/how-much-do-you-know-about-nvidia-nvda-stock V98MTn9mLBAuYirTAeTVjH Mon, 18 May 2026 11:15:00 +0000 <![CDATA[ How to Help Your Adult Kids Without Hurting Your Retirement ]]> https://www.kiplinger.com/retirement/retirement-plans/how-to-help-your-adult-kids-without-hurting-your-retirement rk2NwJ11XmMmZReqXTwwjG Sun, 17 May 2026 09:50:00 +0000 <![CDATA[ 3 Ways to Potentially Avoid Falling Into a Tax Trap in Retirement, From a Financial Adviser ]]> https://www.kiplinger.com/taxes/tax-planning/retirement-tax-trap-how-to-avoid-it 3TVg2AE4DFezJB69yRUZhF Sun, 17 May 2026 09:40:00 +0000 <![CDATA[ Is a Roth Conversion Just Not That Into You? Here's When It's a Perfect Match (and When It Isn't) ]]> https://www.kiplinger.com/taxes/tax-planning/when-a-roth-conversion-is-a-perfect-match iiqiwpE6djvb5fF2eW5WCC Sat, 16 May 2026 09:35:00 +0000 <![CDATA[ The $9 Trillion Shift: Why Your Retirement is Less Safe in an IRA and How to Protect It ]]> https://www.kiplinger.com/retirement/iras/why-your-retirement-is-less-safe-in-an-ira-and-how-to-protect-it LTJgAg9APXmDC2d5UXkuBc Fri, 15 May 2026 12:00:00 +0000 <![CDATA[ Companies Are Pausing 401(k) Matches in 2026: What It Means for Your Taxes and Retirement Savings ]]> https://www.kiplinger.com/taxes/some-companies-are-pausing-401-k-matches-what-it-means-for-taxes-and-retirement-savings 39EuQVcQwx4UHXNRAN6qc6 Thu, 14 May 2026 14:17:00 +0000 Fri, 15 May 2026 11:56:26 +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[ 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[ 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[ 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[ 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[ 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[ 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[ 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[ 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[ Buying a Home With Your 401(k)? Consider the Risk to Your Retirement ]]> https://www.kiplinger.com/real-estate/buying-a-home/using-your-your-401k-to-buy-a-home-can-risk-your-retirement 3gQW78QMMcLyG57sfzgQuS Sun, 26 Apr 2026 09:30:00 +0000 <![CDATA[ 3 Questions to Ask Before Deciding if a Roth Conversion Is Right for You ]]> https://www.kiplinger.com/retirement/retirement-planning/questions-to-ask-before-deciding-on-a-roth-conversion NkyUGZG9wt9Td8Pa7N99JX Fri, 17 Apr 2026 10:15:00 +0000 Mon, 20 Apr 2026 20:28:11 +0000 <![CDATA[ We're 59 and Retired With $5.3 Million. We Want to Spend $250,000 a Year Until Medicare and Social Security Start. 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Should I Take a 401(k) Loan to Pay for a Home Improvement Project? ]]> https://www.kiplinger.com/retirement/retirement-planning/i-am-55-with-a-usd1-5-million-401-k-should-i-take-a-401-k-loan-to-pay-for-a-home-improvement-project vpvcVKxYkqtbprDun6WiEM Wed, 01 Apr 2026 10:05:00 +0000 Fri, 03 Apr 2026 16:21:54 +0000 <![CDATA[ Are You Getting Vague Advice About Roth Conversions? ]]> https://www.kiplinger.com/retirement/roth-iras/are-you-getting-vague-advice-about-roth-conversions SwsFowukhYK5nxhZv8A4F5 Sun, 29 Mar 2026 08:35:00 +0000 <![CDATA[ Is Your IRA Rollover Stuck in Neutral? This Simple Mistake Can Cost You a Lot of Money ]]> https://www.kiplinger.com/retirement/retirement-plans/this-ira-rollover-mistake-can-cost-you-a-lot-of-money Bytss9Rx6k35BcxPMzGX4b Sat, 28 Mar 2026 09:30:00 +0000 <![CDATA[ How Alternative Assets Are Reshaping the IRA: The Rise of Self-Directed Retirement Investing ]]> https://www.kiplinger.com/retirement/retirement-plans/alternative-assets-impact-on-self-directed-iras xmUJgUwngcY3bBicH5Tswf Thu, 12 Mar 2026 09:30:00 +0000 <![CDATA[ If You're in or Near Retirement, You Need to Know These 4 Recent Tax Changes ]]> https://www.kiplinger.com/taxes/tax-planning/in-or-near-retirement-recent-tax-changes-to-know ALQXYbJteeP5QHNxirL4BQ Sun, 08 Mar 2026 09:30:00 +0000 <![CDATA[ Safe or Seizable?: The IRA & Bankruptcy Protection Quiz ]]> https://www.kiplinger.com/puzzles/quizzes/safe-or-seizable-the-ira-and-bankruptcy-protection-quiz 9kshucq9PMSTzcKMWeXvae Tue, 03 Mar 2026 18:36:43 +0000 <![CDATA[ How to Turn a $1 Million Nest Egg Into a Lifetime Income Machine ]]> https://www.kiplinger.com/retirement/retirement-plans/how-to-turn-a-usd1-million-nest-egg-into-a-lifetime-income-machine pSrn2tADh3xauJGirS5E4G Tue, 03 Mar 2026 11:05:00 +0000 <![CDATA[ Missed Your RMD? 4 Ways to Avoid Doing That Again (and Skip the IRS Penalties), From a Financial Planner ]]> https://www.kiplinger.com/retirement/required-minimum-distributions-rmds/missed-rmd-what-to-do 8A6Pmmbg5AoqLxLXjQnEVR Sun, 01 Mar 2026 10:40:00 +0000 <![CDATA[ Small Splurges That Won't Derail Your Retirement ]]> https://www.kiplinger.com/retirement/retirement-plans/small-splurges-that-wont-derail-your-retirement uSoBEqB8fiAK3xrzJodXRg Sat, 28 Feb 2026 10:55:00 +0000 <![CDATA[ How Much Do You Need to Join the 1% Club in Your State? ]]> https://www.kiplinger.com/retirement/retirement-plans/the-1-percent-club-in-these-states-a-usd743-000-income-isnt-enough-to-join ckyGYG2rDV4eMadq5mgpGc Fri, 27 Feb 2026 11:05:00 +0000 Thu, 05 Mar 2026 18:56:18 +0000 <![CDATA[ Private Capital Wants In on Your Retirement Account ]]> https://www.kiplinger.com/retirement/401ks/private-capital-wants-in-on-your-retirement-account QoRi5BeDdNW93rtu1aGP6 Tue, 24 Feb 2026 11:05:00 +0000 Tue, 24 Feb 2026 20:23:22 +0000 <![CDATA[ The Little-Known Tool to Protect Your Retirement Savings in a Divorce ]]> https://www.kiplinger.com/retirement/retirement-planning/qdro-the-tool-you-need-to-avoid-a-post-divorce-nightmare sesobUDvZxhhCpvAi2ezpW Thu, 19 Feb 2026 11:15:00 +0000 Tue, 03 Mar 2026 22:58:08 +0000 <![CDATA[ We're 78 and Want to Use Our 2026 RMD to Treat Our Kids and Grandkids to a Vacation. How Should We Approach This? ]]> https://www.kiplinger.com/retirement/retirement-planning/were-78-and-want-to-use-our-rmd-to-treat-our-kids-and-grandkids-to-a-vacation-how-should-we-approach-this qNsMarMtVxo6iN2puSyqPQ Sun, 15 Feb 2026 11:05:00 +0000 Mon, 16 Feb 2026 19:48:39 +0000 <![CDATA[ Should You Jump on the Roth Conversion Bandwagon? A Financial Adviser Weighs In ]]> https://www.kiplinger.com/retirement/roth-conversion-bandwagon-should-you-jump-on DPLMS9t5Lddvm7TZuHX686 Sun, 15 Feb 2026 10:40:00 +0000 <![CDATA[ Ask the Editor, February 13: More Questions on IRAs ]]> https://www.kiplinger.com/taxes/ask-the-editor-february-13-questions-on-iras CgS2ViQgVweMiSsLzUDfxS Fri, 13 Feb 2026 13:00:00 +0000 <![CDATA[ Quiz: Are You Ready for the 2026 401(k) Catch-Up Shakeup? ]]> https://www.kiplinger.com/puzzles/quizzes/quiz-2026-401-k-catch-up-shakeup Useof8pzsPUegpCMiYnwq Tue, 03 Feb 2026 15:00:00 +0000 Tue, 03 Feb 2026 15:27:18 +0000 <![CDATA[ 65 or Older? 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I'm Worried About RMDs and Taxes. What Should I Do? ]]> https://www.kiplinger.com/retirement/required-minimum-distributions-rmds/im-retiring-at-67-with-usd2-6-million-most-of-which-is-in-a-traditional-ira-im-worried-about-rmds-and-taxes-what-should-i-do Xq2dGYEaWoEATSquRzg7ub Wed, 21 Jan 2026 11:05:00 +0000 Mon, 02 Feb 2026 18:34:48 +0000 <![CDATA[ Roth IRA Conversion Quiz: Would You Benefit from the Switch? ]]> https://www.kiplinger.com/puzzles/quizzes/roth-ira-conversion-quiz-would-you-benefit-from-the-switch rBh4wzDe5xcLMLtGJVTsei Tue, 20 Jan 2026 20:00:00 +0000 Wed, 21 Jan 2026 15:05:32 +0000 <![CDATA[ How to Avoid Being Buried by the Tax Avalanche in Retirement: Tips From a Wealth Adviser ]]> https://www.kiplinger.com/taxes/tax-planning/tips-to-avoid-taxes-in-retirement Rq6FP5XqmYwSybLe5wg6gN Sun, 18 Jan 2026 10:45:00 +0000 <![CDATA[ Are Roth Conversions for Retirees Dead in 2026 Because of the New Tax Law? ]]> https://www.kiplinger.com/retirement/roth-iras/are-roth-conversions-for-retirees-dead-in-2026 iUHktpLZnbpfxxYsy9FXz6 Sat, 17 Jan 2026 10:40:00 +0000 <![CDATA[ What to Do If You Plan to Make Catch-Up Contributions in 2026 ]]> https://www.kiplinger.com/retirement/retirement-planning/what-to-do-if-you-plan-to-make-catch-up-contributions-in-2026 SRgYeg2NbFbaxZSjEhafym Thu, 01 Jan 2026 13:10:00 +0000 <![CDATA[ How to Max Out Your 401(k) in 2026 (New Limits are Higher) ]]> https://www.kiplinger.com/retirement/401ks/how-to-max-out-your-401k-in-2026 ySzLVWbaYAqdf65XpAUfR Thu, 01 Jan 2026 11:30:00 +0000 Thu, 23 Apr 2026 16:48:16 +0000