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Retirement

News, insights and expert analysis on retirement from the team at Kiplinger.

17 States With Scary Estate and Inheritance Taxes

Estate Tax Over a dozen states currently impose estate or inheritance taxes on heirs. Here’s where you’ll have to pay.

Most folks know Florida is a tax-friendly state, but they might not know that part-time residents may not qualify, as our cautionary tale shows.

About Catch-Up Contributions for Higher Earners in 457(b)s

Government 457(b) plans are about to get more complex as new Roth catch-up requirements come into force. Here's how to prepare for the changes.
12 Best Freebies for Retirees

Making Your Money Last Retiree-friendly goods and services are available at no cost – if you know where to look.

Making Your Money Last
12 Things You Must Know About Claiming and Maximizing Your Social Security Benefits

Social Security Claiming Social Security benefits at the right time means more money for you. Here’s a guide to everything from knowing your retirement age to spousal benefits.

Social Security

Medicare Premiums 2026: Projected IRMAA Brackets and Surcharges for Parts B and D

Will you have to pay the monthly Medicare premium surcharge next year? It depends on a few factors.
What is the IRMAA (Income-Related Monthly Adjustment Amount)?

IRMAA is a surcharge added to your Medicare Part B and Medicare Part D prescription drug coverage premiums if your income is above a certain level. Here's what you need to know.
Eight 401(k) Mistakes That Can Tank Your Retirement

401(k) mistakes like cashing out early and not taking advantage of an employer match can upend your retirement.

I'm 62 and want to work a few more years, but AI makes me feel like a dinosaur. Can't I just do my job without technology complicating things?

We asked professional career coaches for advice.
Living Solely on Investment Income in Retirement: Just a Fantasy?

Relying only on investment income from your portfolio is achievable for high-net-worth individuals and those with the right mix of investments. Is it for you?
Why Commitment, Not Perfection, Drives Financial Success

Meeting your goals is more likely if you stick to your strategy despite market volatility and scary headlines. Consistency makes a difference.