Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
Explore Retirement
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New RMD Rules: Starting Age, Penalties, Roth 401(k)s, and More
RMDs The SECURE 2.0 Act makes major changes to the required minimum distribution rules.
By Rocky Mengle
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How to Estimate Your Social Security Benefits in Six Steps
To plan smart for retirement, estimate your Social Security benefits years before you'll need the money. Here's how to do it.
By Kathryn Pomroy
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Medicare Open Enrollment 2026 Live Updates: A 5-Question Quiz to Help You Choose Between Original Medicare and Medicare Advantage
Medicare Open Enrollment Updates Medicare Open Enrollment 2026 Live Updates: We are back for the Final Week of Open Enrollment
By Donna LeValley
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Original Medicare vs Medicare Advantage Quiz: Which is Right for You?
Quiz Take this quick quiz to discover your "Medicare Personality Type" and learn whether you are a Traditionalist, or a Bundler.
By Donna LeValley
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Time Is Running Out to Make the Best Tax Moves for 2025
Don't wait until January — investors, including those with a high net worth, can snag big tax savings for 2025 (and 2026) with these strategies.
By Jeremiah H. Barlow, MBA, JD, LLM (Tax)
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4 Smart Ways Retirees Can Give More to Charity
For retirees, tax efficiency and charitable giving should go hand in hand. After all, why not maximize your gifts and minimize the amount that goes to the IRS?
By John Aarhus, Investment Adviser Representative (IAR)
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What You Should Leave Out of Your Will, According to Experts
Are 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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Morningstar’s 2026 Retirement Withdrawal Advice: Will It Work for Investors?
Morningstar’s 2026 guidance is out, recommending a lower withdrawal rate than the traditional 4%-a-year strategy. Researchers compared the two approaches to see how they stack up.
By Christy Bieber
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10 Things to Know About Estate Planning
Estate planning is all about taking charge of your legacy.
By David Rodeck
