Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
Explore Retirement
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Need More Money for Retirement? You May Have Already Saved It. Here's How to Find Your Lost 401(k).Over 29 million lost 401(k) accounts worth almost $1.65 trillion have been forgotten by their owners. Here are nine ways you can locate your account.
By Donna LeValley
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Married to a Noncitizen? Don't Let the IRS Become Your Biggest BeneficiaryNoncitizens don't get the unlimited marital deduction. Learn how the QDOT bridges this gap to defer estate taxes and protect your family's legacy.
By Donna LeValley
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Is $3.2 Million Enough to Retire in an Expensive College Town?College towns are booming retirement hubs, but experts warn that retirees often underestimate the hidden costs. We break down the options for a couple with $3.2 million.
By Maurie Backman
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6 Economics Lessons About Work and RetirementWhile critics complain that economists are always at odds, there are plenty of areas of agreement that contain valuable lessons for our working lives and more.
By Philip Segal, CLU®, ChFC®, RICP®
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Dave Ramsey: Emergency Funds Are 'Not About Making Money' — 9 Ways to Protect SavingsReady to call it quits? From timing Social Security to planning, here are nine pieces of Dave Ramsey advice for a secure retirement.
By Donna Fuscaldo
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Here are the Huge RMDs the IRS Makes You Take When You Have $5 Million SavedIf you have $5 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdraw at ages 73, 75, 80 and 85.
By Donna Fuscaldo
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States That Don't Tax Pension Income in 2026Retirement Taxes More than a dozen states don't tax pension income regardless of your age or how much money you have.
By Gabriella Cruz-Martínez
Retirement Taxes -
7 Times to Dip Into Your Roth IRA if You Have a PensionThe established wisdom is never to touch your Roth IRA, but if it contains a large sum and you have a pension, too, here's when you should tap into it first.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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The Good Times Are Rolling: Is Your Portfolio Out of Whack?If your portfolio's on a roll and you're nearing retirement, it may feel like you're all set. But you might be more at risk of a market downturn than you think.
By Michael Neuenschwander, CFP®, CPA
