Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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How Medicare Advantage Costs Taxpayers — and Retirees
With private insurers set to receive $1.2 trillion in excess payments by 2036, retirees may soon face a reckoning over costs and coverage.
By Elaine Silvestrini
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3 Smart Ways to Spend Your Retirement Tax Refund
Retirement Taxes With the new "senior bonus" hitting bank accounts this tax season, your retirement refund may be higher than usual. Here's how to reinvest those funds for a financially efficient 2026.
By Kate Schubel
Retirement Taxes -
Why Do People Retire in Florida? 9 Things You Must Know
Attention Florida-bound retirees: There's more to the Sunshine State than Disney, golf and beaches.
By Bob Niedt
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5 Retirement Tax Traps to Watch in 2026
Retirement Even in retirement, some income sources can unexpectedly raise your federal and state tax bills. Here's how to avoid costly surprises.
By Kelley R. Taylor
Retirement -
Trump's New Retirement Plan: What You Need to Know
President Trump's State of the Union address touched upon several topics, including a new retirement plan for Americans. Here's how it might work.
By Charles Lewis Sizemore, CFA
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Your 'Buy and Hold' Retirement Strategy Needs an Update Now
Once you're retired, your focus should shift from maximum growth to strategic preservation and purposeful planning to help safeguard your wealth.
By Steven Kao, MBA, CAIA
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Why a Good Legacy Plan Covers Values, Not Just Valuables
Legacy planning integrates your values and stories with legal and tax strategies to ensure your influence benefits loved ones and good causes after you're gone.
By Myles J. McHale, Jr. AIF®, CRPP®
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Five Ways to Catch Up on Retirement Savings
If you’re in your highest-earning years, you can make up for lost time.
By Sandra Block
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What is the Gift Tax Exclusion for 2025 and 2026?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor
Gift Tax
