Retirement News, insights and expert analysis on retirement from the team at Kiplinger. Medicare 2027 Projections: How Much Your Premiums Are Expected to Rise In 2027, Medicare participants will pay more for their health care. Fortunately, Part B costs are expected to rise less than 5%. The 4 Best 'Half-Back' States for Disillusioned Retirees He's 49 and 'Burned Out.' Can He Afford to Quit a $200K Job? 2032 Social Security Cuts: What Retirees Stand to Lose in Every State Explore Retirement Long-term Care Asset Allocation Annuities Medicare Retirement Plans Social Security Inheritance Estate Planning Happy Retirement Retirement Planning Latest 7 RMD Tax Traps Waiting for You in Your 70s RMDs can have a serious knock-on effect on your finances in retirement. The key is knowing what's at stake and taking action way before the IRS comes calling. The 40-Year Retirement Rule: How to Prepare Your Taxes for a Longer Life Retirement Tax The 30-year retirement rule is outdated. Is your tax strategy ready for what comes next? By Kate Schubel Retirement Tax SECURE 2.0 Act Summary: Retirement Savings Changes to Know Retirement Plans The SECURE 2.0 Act makes significant changes to retirement savings plans. Here's what you need to know. By Kelley R. Taylor Retirement Plans How to Qualify for a Mortgage in Retirement Conventional rules don't count savings, lack of debt or credit score as much as a monthly income. But there are alternative routes you can take. By Eric Bernstein 6 Financial Moves for a Happy Marriage in Retirement Keep your relationship thriving in your golden years by aligning your money with your shared dreams. By Jacob Schroeder How to Overcome Retirement Anxiety and Fear Retirement can be nerve-racking, even if you're good with money. Rebuild your confidence by learning how retirement income, investments and taxes work together. By Daniel Thompson The 'Serena Williams Rule' of Retirement Rather than formally retire, Serena Williams sought an "evolution." By Alexandra Svokos Beyond the 60/40 Portfolio: Where a Pro Invests Today The math behind the 60/40 split has changed, while options for investors have increased. Why not broaden your portfolio to move with the times? By Alan Stalcup Is a 401(k) Worth It? 7 Pros and 4 Hidden Cons Financial advisers love them, but a 401(k) isn't a flawless system. Here are the seven reasons to maximize your contributions — and four reasons you might want to look elsewhere. By Adam Shell Beyond 401(k)s: How Millennials Are Ditching Gen X Retirement Strategies. Will It Pay Off? Sorry, Gen X, when it comes to saving for retirement, the younger generation views it differently. By Donna Fuscaldo 1 2 3 4 5 6 7 8 9 Archives
