Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
Explore Retirement
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Retirees in These 7 States Could Pay Less Property Taxes Next Year
State Taxes Retirement property tax bills could be up to 65% cheaper for some older adults in 2026. Do you qualify?
By Kate Schubel
State Taxes -
I'm 73 and dread winter, but I can't afford to be a snowbird.
How can a snowbird wannabe warm up without the expense? We asked professional wealth planners for advice.
By Maurie Backman
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5 Smart Things to Do With Your Year-End Bonus
After you indulge your urge to splurge on a treat, consider doing adult things with the extra cash, like paying down debt, but also setting up a "fun fund."
By Kelli Kiemle, AIF®
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Gen X Investors: Protect Your Portfolio From an AI Bubble
Amid talk of an AI bubble, what's the best course of action for investors in their 50s and 60s, whose retirement savings are at risk from major market declines?
By Pam Krueger
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Retirees: Put Charitable Gifts in a DAF (and Get a Tax Break)
A donor-advised fund is a simple (really!), tax-smart strategy that lets you contribute a large, tax-deductible gift now and then distribute grants over time.
By William Thatcher
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Kickstart Your 2026 Retirement Plan Now
Retirement can feel far-off, or too close for comfort, depending on where you’re at. But one thing’s clear — now is the ideal time to get your retirement plan in order.
By Kathryn Pomroy
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4 Things You Need to Know Before Applying for Social Security in 2025
Don't unnecessarily delay or reduce your Social Security benefits because you don't know all the rules and requirements.
By Donna LeValley
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Social Security Payment Schedule for 2026
Find out when you can expect your 2026 Social Security payments and the date you get paid when your scheduled day falls on a holiday.
By Donna LeValley
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Do You Have the 5 Pillars of Retirement Planning in Place?
Planning in these five areas is required so you're covered on everything from taxes and health care expenses to what happens to your estate when you're gone.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
