Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Are You a Retirement Millionaire Too Afraid to Spend?
Don't let regret haunt you. Here are five ways to safely enjoy your sizable retirement nest egg.
By Donna Fuscaldo Last updated
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High Mortgage Rates Are Holding My Retirement Hostage: Can I Still Downsize and Retire?
We ask retirement wealth advisers what to do.
By Maurie Backman Published
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Five Big Beautiful Bill Changes and How Wealthy Retirees Can Benefit
Here's how wealthy retirees can plan for the changes in the new tax legislation, including what it means for tax rates, the SALT cap, charitable giving, estate taxes and other deductions and credits.
By Evan T. Beach, CFP®, AWMA® Published
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What is the Gift Tax Exclusion for 2025?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor Last updated
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Should You Withhold Tax From Social Security Benefits?
Social Security Having taxes withheld from Social Security benefits can help retirees avoid a surprise when tax season arrives.
By Kelley R. Taylor Last updated
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Bank Closing Down? 5 Must-Know Strategies for Retirees
Concerned about your bank closing? For retirees who prefer in-person banking, here's what you can do now.
By Donna Fuscaldo Last updated
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Nine Tips to Declutter Your Home Before Your Retirement Move
Planning to declutter your home — whether you're moving or downsizing — can be overwhelming. Here's how to do it.
By Dawn Wotapka Last updated
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This Measles Side Effect Can Undo Years of Immunity: Are You Safe?
Older adults may lack protection from measles, which can cause their immune systems to "unlearn" previous defenses to infectious diseases. Here's what to do.
By Christy Bieber Last updated
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I Want to Buy an Annuity, but I'm Scared I'll Get Ripped Off. Should I Get One Anyway?
An annuity is a way to achieve lifetime income in retirement, but you need to understand how this product works before making a purchase.
By Donna Fuscaldo Published