Retirement

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

An older couple dance in the rain with umbrellas.

I'm a Financial Planner: How to Dodge a Retirement Danger You May Not Have Heard About

Timing is everything, and sequence of returns risk can mean the difference between a retirement nest egg that's overflowing … or empty.

The 7 Worst Assets to Leave Your Kids or Grandkids
How Confident Retirees Think Differently About Their Future
What's My Social Security Full Retirement Age?

Explore Retirement

Medicare
Annuities
Social Security
Long-term Care
Retirement Plans
Retirement Planning
Happy Retirement
Estate Planning
Asset Allocation
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Latest

A last will and testament document with a fancy fountain pen sitting on top.

Where There's a Will, There's a Way Your Assets Will Be Distributed as You Wish

Your will is the backbone of a strong, adaptable estate plan that ensures what you leave behind goes to your selected beneficiaries. Without a will, state laws determine who gets your assets.

What You're Losing if You Cut Back on 401(k) Contributions

Missing out on the benefits of the employer match and compounding growth could force you to work longer and lower your standard of living in retirement. Here are some alternative options.
12 Things You Need to Know About Medicare

Medicare There's Medicare Part A, Part B, Part D, Medigap plans, Medicare Advantage plans and so on. We sort out the confusion about signing up for Medicare — and much more.

Medicare
Retirement Income Strategies for the Long Haul

Crafting your retirement income plan is more important than ever, given our longer lives and uncertain times. Here's how to fund a comfortable retirement.

Five Things I Wish I'd Known Before I Retired

Not only can these insights save you a boatload of stress later in life, but they can help ensure that you have a happy retirement.
The 'Permission to Spend' Rules of Retirement Spending

Here’s how to spend guilt-free when you are in retirement.
Major Insurers Scale Back Medicare Advantage and Part D Plans for 2026. What You Need to Know.

Beneficiaries enrolled in Medicare Advantage and Part D prescription drug plans might be losing their plan as UnitedHealthcare, Humana, and Aetna (CVS Health) scale back offerings for 2026.

IRS Names Its First CEO: But He’s Also Still Running Social Security

Tax News Will this new role make it difficult to address emerging issues like budget and staffing cuts and customer service concerns?

Tax News
I want to retire, but I have to keep working so my adult kids have insurance. Help!

It's a tricky period when your adult child is under 26 but needs health insurance. We ask financial experts for advice.
Preferred Bank Stocks: The Investment Retirees (and Others) May Be Missing Out On

Most large banks issue preferred stocks that pay out fixed dividends, often with higher yields than bonds. Should you make room for them in your portfolio?