Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
Explore Retirement
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15 Costly Drugs Will Get Medicare Price Cuts in 2027: Will You Save?
The Centers for Medicare & Medicaid Services extended a safety net to older Americans by announcing significant price reductions on 15 high-cost prescription drugs, effective in 2027.
By Kathryn Pomroy
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Year-End Retirement Tax Planning Actions if You Have $1 Million or More
Consider implementing these four strategies before December 31 to potentially improve your tax situation for this year and the future.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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My adult child was laid off. Can we discuss it without ruining the holidays?
We asked mental health and financial experts for advice.
By Maurie Backman
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3 Year-End Tax Strategies for Retirees With $2M to $10M
To avoid the OBBB messing up your whole tax strategy, get your Roth conversions and charitable bunching done by year's end.
By Evan T. Beach, CFP®, AWMA®
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'Politics' Is a Dirty Word for Some Advisers: That's Not Cool
Your financial plan should be aligned with your values and your politics. If your adviser refuses to talk about them, it's time to go elsewhere.
By Maggie Kulyk, CRPC®, CSRIC™
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To Move Abroad, Choose an Adviser Who Sees Both Sides of the Border
Working with a cross-border financial planner is essential to integrate tax, estate and visa considerations and avoid costly, unexpected liabilities.
By Alex Ingrim, Chartered MCSI
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How to Prevent Inflation From Eating Your Savings
retirement Instead of letting your cash sit idle in low-return accounts, consider putting it to work in growth-oriented investments to protect your long-term buying power.
By Charles Dzama, Investment Adviser Representative
retirement -
Average Retirement Income by Age and State
Whether you are already retired or just beginning to save, these age and state income averages offer a critical reality check to retirement savings and spending plans.
By Donna LeValley
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The Final Countdown to Retire Early in 2026: A Monthly Guide
This guide will help you retire early in 2026, with a month-to-month checklist of achievable goals. What are you waiting for?
By Jacob Schroeder
