Retirement News, insights and expert analysis on retirement from the team at Kiplinger. 2027 Social Security COLA is 3.6%: What You Need to Know The SSA has announced the 2027 Cost-of-Living Adjustment (COLA), the new maximum taxable wage cap and the earnings requirements for Social Security credits. They Retired With $10 Million. Should They Invest Aggressively? Who Qualifies for the New $90 Medicare Part B Rebate? Inherited $1 Million in the Great Wealth Transfer? Here’s What to Do First Explore Retirement Long-term Care Asset Allocation Annuities Medicare Retirement Plans Social Security Inheritance Estate Planning Happy Retirement Retirement Planning Latest Turning 65? 5 Common Medicare Mistakes to Avoid "Medicare will happen when I turn 65. I don't need to think about it, right?" Wrong. Get up to speed with the system now to prevent stress and save money later. Social Security Tax Limit Increases for 2027: Who Pays More? Your Paycheck A 4.2% higher wage base means more taxes for some earners next year. By Kelley R. Taylor Your Paycheck Is an $80K Pool the Best Way to Lure the Grandkids Over? With $1.1 million in the bank, the math on a new $80K pool might work, even if you're retired. But is a year-round maintenance commitment the best way to see your grandkids? By Maurie Backman Do This Before Acting on AI Financial Advice You can ask AI for financial advice, but it doesn't have all your details, so you should be cautious about the response. Here's a better way to approach it. By Seth Miller, CFP®, CEPA 529 Plan Contribution Limits for 2026 Each state sets 529 plan contribution limits, which range from $235,000 to $675,000 By Kathryn Pomroy Turn a $1 Million Nest Egg Into a Lifetime Income Machine The paychecks may stop, but the income shouldn't. Master the art of the "income machine" to fund your dream retirement. By Adam Shell 'East of Eden' Stars Explain the 'Wake-Up Call' of Inheriting Wealth "East of Eden" is ultimately a story about what we do and do not inherit from our parents. We asked the Netflix show's actors how their characters would handle a gift from their parents. By Alexandra Svokos 2027 Social Security COLA is 3.6%: What You Need to Know The SSA has announced the 2027 cost-of-living adjustment (COLA), the new maximum taxable wage cap and the earnings requirements for Social Security credits. By Donna LeValley 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). By Elaine Silvestrini A 7-Point Checklist for Retiring With a Pension Disciplined savers may need to learn how to confidently use the wealth they've accumulated. Here's how you can maximize your money in retirement. By Joe F. Schmitz Jr., CFP®, ChFC®, CKA® 1 2 3 4 5 6 7 8 9 Archives
