Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Why a Sounding Board Is as Important as Hitting Your Savings GoalUnlike some retirees, you may not have had financial advice throughout your life to guide your decisions. But it isn't too late to benefit from it.
By Andrew Rosen, CFP®, CEP
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How to Help Your Adult Kids Without Hurting Your RetirementThe Bank of Mom and Dad can be challenging — financially and emotionally. These tips pave the way.
By Diane Harris
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3 Ways to Avoid Falling Into a Tax Trap in RetirementYou may think you'll pay less in taxes once you retire, but taxable withdrawals and Social Security can keep your tax bill as high as it was during your career.
By Gary Knode, CF2
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The Truth About 'Top Producer' Financial AdvisorsJust because a financial pro is a celebrated "top producer" doesn't mean they're not simply a skilled salesperson whose compensation is tied to selling products.
By David Bromelkamp
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The 'Take That Uncle Sam' Quiz: Are You Overpaying in Retirement?Quiz Test your retirement tax knowledge with our short quiz.
By Donna Fuscaldo
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Is a Roth Conversion Just Not That Into You? How To Tell It's Not a MatchSometimes a Roth conversion isn't right for you — or at least not right now. A financial adviser explains what you should consider before getting involved.
By Katie Woloshin Corsetto
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2027 Social Security COLA Forecast Surges Amid Spike in InflationDriven by a recent spike in fuel and food prices, the 2027 Social Security COLA forecast has jumped to 3.9% — a significant increase over the 2026 raise of 2.8%.
By Donna LeValley
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Traditional IRA Basics: 10 Things to Know to Build WealthBasics A traditional IRA can be a powerful retirement-savings tool but you need to understand contribution limits, RMDs, rules for beneficiaries under the SECURE Act and more.
By Jackie Stewart
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Should You Convert a Traditional IRA to a Roth After 60?retirement You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have tax consequences.
By Kimberly Lankford
retirement
