Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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International Travel with Medications: Know Before You Go
When you travel with medications abroad, good planning can help avoid getting your prescriptions confiscated — or worse. Here's how to stay on the right side of the law.
By Donna LeValley
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Retiring Without a Partner? How Singles Can Maximize Their Savings
Retirement can be expensive, especially when you do it alone. But there are ways to maximize your retirement savings even when facing your second act without a partner.
By Kathryn Pomroy
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Has Your Dream Nest Egg Become a Tax Nightmare? What to Do
Retirement savers with big bucks in traditional IRAs and pretax 401(k)s could face huge tax bills when their RMDs kick in. Here's a potential solution.
By Martin Baker, CFP®, CEPA®
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Decluttering and Selling Your Stuff? What to Know About Taxes
Clearing out your collectibles or selling off the antique furniture Grandma left you could result in Uncle Sam wanting a cut of your windfall.
By David Jaeger, CFP®
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We're 62 and Want to Sell our $1.2 Million Home, but Our Grandkids Live With Us.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
By Maurie Backman
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Special Needs Planning: A Road Map for Long-Term Security
When you have a child with special needs, financial planning must not only cover their long-term care but also the financial future of the entire family.
By Mindy Neira, CFP®, ChSNC®
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Do Your Financial Adviser's Fees Reflect Value or Growth?
Clients may ask if a flat fee is better than a percentage of assets under management, but the real question is whether fees reflect the value of your services.
By Dr. Preston Cherry, CFP®
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Utah is #1 for Happiness, but Minnesota Wins on Health: 2026’s Surprising Retirement Rankings
Utah tops the list for having the happiest retirees, while Minnesota ranks high for best overall health care. Where does your state rank?
By Kathryn Pomroy
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15 Estate Planning Terms You Need to Know
Sometimes industry jargon can turn otherwise understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools.
By Donna LeValley
