Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Retiring Early? This Strategy Cuts Your Income Tax to Zero
When retiring early, married couples can use this little-known (and legitimate) strategy to take a six-figure income every year — tax-free.
By Mike Palmer, CFP Published
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Ditch the Golf Shoes: Your Retirement Needs a Side Gig
A side gig in retirement can help combat boredom, loneliness and the threat of inflation eroding your savings. And the earlier you start planning, the better.
By Andrew Crowell Published
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Roth IRA Conversions in the Summer? Why Now May Be the Sweet Spot
Converting now would enable you to spread a possible tax hit over more than one payment while reducing future taxes.
By Daniel Razvi, Esquire Published
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What Trump Has Done With Social Security So Far
Since President Trump took office, he has proposed or initiated changes to how Social Security functions. Here's a roundup.
By Kathryn Pomroy Last updated
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Is 2025 Your Year? Six Unmistakable Signs It's Time to Retire Now
Avoid costly mistakes: Discover if you're truly ready to join the 2025 retirement wave.
By Donna Fuscaldo Last updated
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Is a Starter 401(k) Right for Your Retirement Plan?
Starter 401(k) plans make it easier for employers to offer a retirement plan to employees and for employees to save for their future.
By Kathryn Pomroy Last updated
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Investing Professionals Agree: Discipline Beats Drama Right Now
Big portfolio adjustments can do more harm than good. Financial experts suggest making thoughtful, strategic moves that fit your long-term goals.
By Pam Krueger Published
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'Doing Something' Because of Volatility Can Hurt You: Portfolio Manager Recommends Doing This Instead
Yes, it's hard, but if you tune out the siren song of high-flying sectors, resist acting on impulse and focus on your goals, you and your portfolio could be much better off.
By Lee Grout, CFA® Published
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The Five Social Security Blind Spots Retirees Often Miss
Understand how benefits work before applying, so you don’t lose money for which you qualify.
By Brian O'Connell Published