Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Self-Funding Long-Term Care? That Could Be a Big MistakeUsing an IRA to cover significant long-term care costs could cause your taxes and Medicare premiums to rise, and leave your family facing some tough choices.
By Hans Scheil, CFP®, CLU®, ChFC®, CASL®, CLTC®
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Retire in 2027 or Work One More Year? How to DecideRecord 401(k) balances are tempting, but inflation is stubborn. Take this choose-your-own-path guide to see if you are truly ready for your next chapter.
By Donna Fuscaldo
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6 Ways the Drawdown Phase Catches New Retirees By SurpriseYou've aced saving for retirement, but having to spend your money may come as a shock. This is what's likely to trip you up and how to adjust your habits.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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5 Halloween Jump Scares Hiding in Your Retirement AccountGhosts, goblins and witches aren't the only things retirees need to fear this Halloween. These five retirement mistakes can cost you a monstrous amount.
By Donna Fuscaldo
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How Avoiding Probate Can Derail Your Estate PlanStrategies used to avoid probate can unintentionally override other parts of an estate plan. Here's how to ensure your loved ones receive assets as intended.
By Patrick M. Simasko, J.D.
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5 Questions About Power of Attorney After Seeing 'You Can See Everything'The new documentary "You Can See Everything" about Elizabeth Holmes prompted some questions about power of attorney privileges.
By Alexandra Svokos
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The Social Security Test Every Wealthy Retiree Must TakeWhen you work and collect Social Security benefits before your FRA, you are subject to the Retirement Earning Test that could result in a temporary reduction of your benefits.
By Donna LeValley
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How Much Do You Know About Stock Market Seasonality?Quiz Is stock market seasonality signal or noise? Let's talk about patterns and tendencies we see across the trading and investing calendar.
By David Dittman
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9 Changes to Social Security in 2027Higher payouts, new tax limits and updated earnings rules are coming in January. Here is everything retirees and workers need to know.
By Donna LeValley
