Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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States That Tax Social Security Benefits in 2026
Retirement Tax Not all retirees who live in states that tax Social Security benefits have to pay state income taxes. Will your benefits be taxed?
By Kate Schubel
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Everyone Needs an Estate Plan (Seriously, Even You)
If you've acquired assets over time, even just a home and some savings, you have an estate. That means you need a plan for that estate for your beneficiaries.
By William Thatcher
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Nine Things You’ll Spend More on in Retirement
retirement Groceries and utilities are just two of the items that will put greater demands on your hard-earned savings once you reach your golden years.
By Bob Niedt
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529 Plan Contribution Limits for 2026
Each state sets 529 plan contribution limits, which range from $235,000 to just over $600,000..
By Kathryn Pomroy
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The New Estate Tax Exemption Amount for 2026
Estate Tax The IRS has increased the exemption as we enter into a promising tax year for estates and inheritances.
By Kate Schubel
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How to Calculate Taxes on Social Security Benefits
Social Security The federal government can tax up to 85% of your Social Security benefits, so it's good to know how those taxes are calculated.
By Kelley R. Taylor
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Use the 529 Grandparent Loophole To Maximize College Savings
Use the 529 grandparent loophole to fund a grandchild’s education without impacting their financial aid eligibility.
By Erin Bendig
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Healthy to 100: Secrets from Countries Where Retirees Age Best
Longevity is a team sport, according to author Ken Stern. Here's the secret sauce for living long, healthy lives from countries such as Italy and Japan.
By Richard Eisenberg
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Best 529 Plans of 2026
Check out the best 529 plans of 2026 and find the best plan for your child or grandchild’s college savings.
By Erin Bendig
