News, insights and expert analysis on retirement from the team at Kiplinger.
Quiz Take this quick quiz to test your knowledge of the essential rules and safeguards when appointing beneficiaries.
By Donna LeValley
Including a Roth IRA in your estate plan can secure a tax-free legacy for your family. But even a small error could leave your heirs with a big tax burden.
By Kathryn Pomroy
Want to enjoy life after work without having to worry about market downturns or inflation? Creating a guaranteed retirement "paycheck" is the answer.
By Devon Albarez
It's never too late to save for retirement, and there are plenty of ways to build up your nest egg, depending on the level of risk you're comfortable with.
By Philip Segal, CLU®, ChFC®, RICP®
You might want to convert all of your retirement savings to a Roth in one go, but you could pay hundreds of thousands more in taxes than you'd have to.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
Is it better to make a lump-sum contribution up front or spread funds out through the years? We asked a college savings professional and a financial planner for their advice.
By Maurie Backman
Annuities are becoming more popular among savers who want peace of mind and a regular stream of income in retirement.
By Jacob Wolinsky
The date your May Social Security benefit arrives depends on the day of the month you were born.
By Kathryn Pomroy
I took a deep dive into what actually builds retirement confidence. The answers had less to do with the amount saved than I expected.
By Jacob Schroeder
