Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Projected 2027 IRMAA Brackets and Surcharges for Medicare Part B and DWill you owe the Medicare IRMAA surcharge in 2027? Grab your 2025 tax return and check the projected brackets and surcharges for next year.
By Donna LeValley
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4 Reasons to Roll Over Your 401(k) Into an IRA (And 4 Reasons Not To)We tell you when it makes sense to move your 401(k) account to an IRA — and when it’s smart to stay put.
By Sandra Block
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Should Personalized Medicine Be Part of Your Retirement Plan?In retirement, a healthcare plan that focuses on prevention and personalized medicine could help you avoid complications that can drive up costs.
By Nate Hill
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Why Business Leaders Are Seeking Dual Citizenship in EuropeWealthy Americans are exploring dual citizenship or Golden Visas in an attempt to escape the U.S. for a better life in Europe. These are the options.
By Jonathan Ralph
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The Unexpected Gift That Bladder Cancer Can Give a MarriageWhile managing a serious illness can be brutal, many couples find the experience transforms their marriage for the better and forges an unbreakable bond.
By H. Dennis Beaver, Esq.
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How to Handle Money Together in a Second MarriageThe financial stakes are higher and the potential pitfalls more plentiful when you say “I do — again.”
By MP Dunleavey
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A Skiing Trip Showed Me What's Missing From My Retirement PlanA skiing trip revealed a scary truth about retirement — we're so focused on making sure we don't run out of money, we don't think about running out of friends.
By Jon Sabes
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An Immediate Annuity May Sound Boring, But Hear Me OutAn immediate annuity transforms a lump sum into a lifelong paycheck, essentially providing a DIY pension so you can stop stressing over stock market drama.
By Ken Nuss
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5 European Countries Welcoming US ExpatsThese are great options if you're looking to retire abroad.
By Elaine Silvestrini




