Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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The Real Cost of Retiring in Florida: Local Expert TipsWho better to explain the taxes and other costs that newcomers to Florida may not expect than a wealth manager who's lived and worked there for 30 years?
By Lauren Traulsen
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A Social Security Guide for Gen Z and MillennialsSocial Security may still be part of the retirement picture for younger workers, but it shouldn't be the cornerstone of your strategy. How to adapt.
By Vincent Birardi, CFP®, AIF®, MBA
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Are You Ready to Spend in Retirement? 5 QuestionsShifting from saving to spending in retirement requires a new way of thinking. Answer these five questions to find out if you're ready for this next chapter.
By Vincent Sgro
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A Financial Checklist for Your 70sIt's time to enjoy the wealth you've built without worrying about inflation and surprise expenses wiping out your savings. Here's how.
By Rachael Green
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Is Retiring to a Low-Tax State Really Worth It?Unexpected costs could outweigh your tax savings, so it could be smarter to explore tax planning strategies that would let you stay right where you are.
By Ben Fuchs, CFP®, CPWA®
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The 3 Retirement Traps That Catch Even Top Executives Off GuardLeaving a high-powered career brings freedom, but also an identity crisis. Four leaders share how to build a meaningful post-work chapter.
By David Conti, CPRC
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Did You Just Come Into a Lot of Money? 4 Steps to Make It LastSudden wealth is less about the money and more about the discipline to manage it, so it's critical to pause and plan before making any major financial moves.
By Jeremy DiTullio, CFP®, AWMA®, CRPC®
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How to Organize Your Financial Paperwork for Your HeirsA guide to organizing your financial paperwork so heirs have any easier time getting affairs in order.
By Ella Vincent
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How Your HSA Can Pay for Medicare Premiums and ExpensesMedicare Even if your Medicare premiums are deducted from your Social Security check, you can take tax-free withdrawals from a Health Savings Account to reimburse yourself.
By Kimberly Lankford
Medicare
