Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Seven Things You Should Do Before 2026 Because of One Big Beautiful Bill Changes
The new law ushers in significant changes for most taxpayers. Make these moves now to take advantage of them.
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I'm a Financial Adviser: The OBBB Is a Reminder for Older People to Have a Long-Term Plan
The new tax bill presents a good opportunity for retirees to revisit tax plans, look into doing some Roth conversions and consider plans for long-term care.
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What's My Social Security Full Retirement Age?
Social Security The year you were born determines when you become eligible for your Social Security full retirement age benefit (FRA). Use our calculator to determine your FRA.
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Married and Retiring? Here's How to Claim Thousands More in Social Security Benefits
Both spouses can receive Social Security based on their individual earnings records and at what age they claim benefits
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When to Apply for Social Security Payments? Your Age Matters
Do you know when to apply for Social Security benefits? What's the best age to start receiving monthly payments? Part of the answer lies in your birth year.
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Probate: The Terrible, Horrible, No Good, Very Bad Side of Estate Planning
We ask estate planning experts how to avoid probate. Because trust us, you don't want your assets to end up there.
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IRA Conversion to Roth: Rules to Convert an IRA or 401(k) to a Roth IRA
An IRA conversion can give you a leg-up in retirement with tax-free income. But proceed with caution.
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Social Security Check Late? No, It's Not the Government Shutdown, but It Could Be These Four Reasons
Social Security payments are a reliable source of income in retirement. To keep them flowing, ensure you don’t make these four mistakes.
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Want to Move to Portugal? What to Consider Financially
Knowing what to expect when it comes to your taxes, investments, real estate, Social Security benefits and other money-related issues is critical.