Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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How to Calm Your Retirement Nerves When It's Time to Spend
Transitioning from saving to spending in retirement can be tricky, but devising a strategic plan can help ensure a smooth and worry-free retirement.
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What Advisers' Clients Need to Know About Private Markets
With product innovation 'democratizing' private market access for everyday investors, advisers must step up their game to educate clients on the pros and cons.
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The Average Social Security Check by Age
Compare your average Social Security check with others of your age, and plan for the future.
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The Cheapest Places To Retire in the US
When you're trying to balance a fixed income with an enjoyable retirement, cost of living is a crucial factor to consider. Is your state the best?
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HSAs and Medicare: The Eligibility Quiz
Quiz Test your basic knowledge of HSA accounts and Medicare in our quick quiz.
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The Average 401(k) Balance by Age and Generation
How did your 401(k) balance rank vs savers your age and generation in the second quarter? Learn the keys to building a 7-figure retirement balance.
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7 Practical Steps to Kick Off Your 2026 Financial Planning
It's time to stop chasing net worth and start chasing real worth. Here's how to craft a plan that supports your well-being today and in the future.
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How Strategic Retirement Withdrawals Make a Huge Difference
A major reason not to set your retirement plan on autopilot: sequence of returns risk. Here's how to help ensure a bad market won't sink your golden years.
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12 Retirement Moves to Make Before the Year Ends
From applying for Social Security and donating to charity to maximizing your savings accounts, here are 12 retirement moves you can still make in 2025
