Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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The Seven Deadly Sins of Wealth Management
If you want a happy retirement, it's critical to pay attention to these 'sins' — ignoring even one could put your dream retirement at risk.
By Joe Maier, JD, CPA Last updated
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I'm 51 and my portfolio is up. I'm planning to retire at 60 and want to start moving out of stocks. Is that smart?
We ask financial experts for advice.
By Maurie Backman Published
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Gray Divorce Can Throw Your Retirement a Curveball: What to Know
If you're entering retirement and going through a divorce at the same time, you've got some work to do to shore up your long-term financial security.
By Kelly LaVigne, J.D. Published
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Retirement Calculator: How Much Do I Need to Retire?
Tools Our Retirement Calculator helps you estimate the future value of your retirement savings and how much you need to save each month to reach your retirement goal.
By Ellen B. Kennedy Last updated
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Is An Annuity Your Missing Retirement Piece?
In need of some guaranteed income? An annuity may be the answer if you check off any of these boxes.
By Donna Fuscaldo Last updated
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Quiz: Test Your Knowledge of the OBBB, Wealth Transfer and Early Retirement
Quiz The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about the OBBB's impact on retirement, how to ensure your wealth passes to your family and early retirement questions.
By Kiplinger Staff Published
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Social Security and Your Taxes: Five Things to Know for 2025
Social Security The Social Security COLA is just one aspect of your benefits that can impact your taxes.
By Kelley R. Taylor Last updated
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Optimize, Grow, Retain: The Power of Annual Client Reviews
Financial advisers can use annual reviews to help enhance client outcomes, strengthen relationships and build their practice.
By Matt Neuman Published
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The Average Monthly Social Security Check: August 2025
The average monthly Social Security check amount might surprise you. Here's a look at the numbers and why they matter.
By Donna LeValley Last updated