Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Is Your Diversified Portfolio Just an Illusion?Your portfolio of stocks, bonds and savings vehicles may not be truly diversified, but this wealth adviser's take on spreading your investments can help.
By Ryan E. Loynd, AIF®
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Got $1M Saved? The Huge RMDs the IRS Makes You Take at Ages 73-85If you have $1 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdraw at ages 73, 75, 80 and 85.
By Donna Fuscaldo
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5 Things to Consider Now If You Want to Retire in 2027Sponsored by Savant Wealth Management
To retire with confidence in the year ahead, tackle these essential tasks right now.
By Donna LeValley
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The Turning 65 Quiz: Most People Fail Question #6. Can You Pass?Quiz Take our 10-question quiz to test your understanding of the critical milestones and decisions you'll encounter as you turn 65.
By Donna LeValley
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Should the 2026 Midterm Sweep Change Your Estate Plan?A Democratic Congress could target the $15 million estate tax exemption and other estate planning rules. Here is how wealthy families should prepare.
By Maurie Backman
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10 Things You Should Leave Out of Your Will, According to ExpertsAre you unclear about what you should leave out of your will when estate planning? Legal experts share the 10 items to exclude.
By Erin Bendig
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The 30% Test: Could Your Retirement Survive a Market Drop?If you're nearing retirement and your portfolio falls 30%, you won't have years to recover. Start building a safety net into your financial plan now.
By Mark Henry
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7 Myths About Downsizing in RetirementDreaming of downsizing to a smaller home and investing the extra cash for income when you retire? The profit you pocket might be less than you expect. Here's why.
By Kathryn Pomroy
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Is Your Financial Adviser's 1% Fee Worth It?The 1% adviser fee has always bought more than investment management. As we head into 2027 and AI reshapes the industry, here is what you should be paying for.
By Jacob Schroeder
