Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
Explore Retirement
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Should You Convert a Traditional IRA to a Roth After 60?
retirement You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have tax consequences.
By Kimberly Lankford
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Ask the Editor: Roth Conversions and Tax Planning
Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on how to convert a traditional IRA to a Roth IRA.
By Joy Taylor
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I'm retiring with $3.3 million at age 65 and don't want to touch my portfolio's principal. Is this possible?
We ask financial professionals for advice.
By Maurie Backman
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Government Research Cuts Hit Older Adults
The Trump administration has slashed funding for medical research, delaying some treatments and cures for health conditions affecting retirees.
By Elaine Silvestrini
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3 Steps to See You and Your Heirs Through a Wealth Transfer
Both givers and receivers need to be seriously strategic about communicating, understanding tax efficiency and leveraging smart money moves.
By John Vandergriff
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Traditional IRA Basics: 10 Things to Know to Build Wealth
Basics A traditional IRA can be a powerful retirement-savings tool but you need to understand contribution limits, RMDs, rules for beneficiaries under the SECURE Act and more.
By Jackie Stewart
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Pass the Turkey, and Then Let's Talk About Estate Plans
Thanksgiving could be a good time to let your family members know the details of your estate plan. Here's how you could get the conversation started.
By Michael J. Faust, CFA
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Why Prepaying Your Retirement Dreams Might Be a Financial Game Changer
He bought his retirement home more than a decade before he plans to retire. Was it the right move?
By Donna Fuscaldo
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My $1.2 million vacation home has a $360K mortgage. I don't need my upcoming $45K RMD. Should I use it to pay down the mortgage?
We asked wealth planners for advice.
By Maurie Backman
