Get trusted retirement advice, news and features. Find retirement tips and insights to further your knowledge on kiplinger.com.
Two Big Blind Spots Wealthy People Have About Retirement
High-net-worth people, like everyone else, underestimate their longevity, rising costs in retirement and the emotional impact of their lifestyle changes.
Estate Tax Exemption Amount Increases for 2024
Estate Tax The estate tax exemption amount is going up for 2024. Will your heirs escape a tax bill?
This Four-Part Retirement Strategy Can Help Withstand Bad Timing
If you’re worried about the markets being down when it’s time for retirement, consider dividing your assets among different baskets to boost your confidence.
By David W. Johnston, CFP® Published
Would You Benefit From a Split Interest Income Trust?
If you have a high income, are selling appreciated assets or won the lottery, a split interest income trust could be a boon to you and a designated charity.
By John M. Goralka Published
Five Ways to Give Your Retirement Purpose
Doing something you love, volunteering, working part time or devoting time to some other appealing activity in retirement can have positive health benefits.
By Heidi Ardis Published
Scams: Senior Investors Targeted As Crypto Payment Use Grows
Crypto investment scams are climbing, costing senior victims about $35,000 each last year, the FBI reports.
By Jamie Feldman Published
Medicare and ACA Call Center Workers Strike: What To Know
Hundreds of Medicare and ACA call center employees have walked off the job in seven states over better wages, benefits and the right to unionize.
By Joey Solitro Published
Four Things to Know if Medicare’s IRMAA Kicks In
The income-related monthly adjustment amount, known as IRMAA, happens when your income exceeds a certain threshold. You can appeal if your circumstances change.
By Evan T. Beach, CFP®, AWMA® Published
6 Great Places to Retire in New England
places to live If you're ready to make that move to New England for your own retirement, we suggest you consider the following spots.
By Stacy Rapacon Last updatedplaces to live
The $600 Billion Dilemma: How to Help Family Caregivers
A new report found that caring for family members creates significant financial impacts for caregivers. Here's a look at why that is and how to help.
By Seychelle Thomas Published
What’s the Key to a Secure Retirement?
The answer is long-term planning, but if you, like so many other retirees and others approaching retirement, have planning gaps, here’s what you can do.
By Anna M. Rappaport, FSA, MAAA Published