Retirement News, insights and expert analysis on retirement from the team at Kiplinger. 2027 Social Security COLA is 3.6%: What You Need to Know The SSA has announced the 2027 Cost-of-Living Adjustment (COLA), the new maximum taxable wage cap and the earnings requirements for Social Security credits. They Retired With $10 Million. Should They Invest Aggressively? Who Qualifies for the New $90 Medicare Part B Rebate? Inherited $1 Million in the Great Wealth Transfer? Here’s What to Do First Explore Retirement Long-term Care Asset Allocation Annuities Medicare Retirement Plans Social Security Inheritance Estate Planning Happy Retirement Retirement Planning Latest 529 Plan Contribution Limits for 2026 Each state sets 529 plan contribution limits, which range from $235,000 to $675,000 Turn a $1 Million Nest Egg Into a Lifetime Income Machine The paychecks may stop, but the income shouldn't. Master the art of the "income machine" to fund your dream retirement. By Adam Shell 'East of Eden' Stars Explain the 'Wake-Up Call' of Inheriting Wealth "East of Eden" is ultimately a story about what we do and do not inherit from our parents. We asked the Netflix show's actors how their characters would handle a gift from their parents. By Alexandra Svokos 2027 Social Security COLA is 3.6%: What You Need to Know The SSA has announced the 2027 cost-of-living adjustment (COLA), the new maximum taxable wage cap and the earnings requirements for Social Security credits. By Donna LeValley 529 Plans: Everything You Need to Know 529 plans offer convenience and potential tax benefits when saving for education. That said, there are still a range of rules you’ll need to know (and follow). By Elaine Silvestrini A 7-Point Checklist for Retiring With a Pension Disciplined savers may need to learn how to confidently use the wealth they've accumulated. Here's how you can maximize your money in retirement. By Joe F. Schmitz Jr., CFP®, ChFC®, CKA® How to Leave a Lifetime Monthly Paycheck With Annuities You can easily create a lasting financial legacy for loved ones with annuities that are secure, cost-effective and tax-advantaged. By Ken Nuss The Biggest Social Security Mistake Isn’t Claiming Too Early An accountant's plan to return to Mexico shows why a Social Security claiming decision should begin with the life the money needs to support. By Ray R. Harris, MBA, RSSA® Bill Proposes Unlimited Roth IRA Rollovers From Unused 529 Plans A Senate bill would allow savers to transfer all unused 529 college savings to a Roth IRA, giving them greater flexibility — and their children a head start on retirement savings. By Adam Shell The Secret to Retirement Confidence Isn't Net Worth More retirees are afraid of outliving their savings. Why the problem might not always lie in their savings. Here's how to turn your wealth into reliable income. By Cathy DeWitt Dunn, CDFA®, FRC® 1 2 3 4 5 6 7 8 9 Archives
