Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Old Annuities Carry Untapped Potential for You and Your Clients: Here's WhyAnnuities bought years ago may no longer reflect clients' needs or the economy. Conducting thorough reviews will optimize their finances and grow your business.
By Jake Klima
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SEP IRA Contribution Limits for 2026SEP IRA A good option for small business owners, SEP IRAs allow individual annual contributions of as much as $70,000 in 2025, and up to $72,000 in 2026.
By Jackie Stewart
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The 6 Best Places to Put Your 2026 Tax Refund for GrowthUse your 2026 tax refund to boost short-term or long-term financial goals by putting it in one of these six places.
By Rachael Green
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SIMPLE IRA Contribution Limits for 2026For 2026, the SIMPLE IRA contribution limit is $17,000, with a $4,000 catch-up for those 50 and over, totaling $21,000.
By Jackie Stewart
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9 Habits for a Happy Retirementhappy retirement A long and happy retirement takes more than just money. Here are nine things happy retirees do — besides dutifully saving the money they’ll need to quit the 9-to-5 grind.
By Jacob Schroeder
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10 Myths About Health Savings Accountssavings When you’re choosing a health plan for the year, one option may be a high-deductible plan that makes you eligible to contribute to a health savings account.
By Kimberly Lankford
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My Husband Wants Me to Stop Giving Each of Our 'Kids' $1K/monthWe are 68 and retired with $6.8 million. I just want to help our adult kids pay for daycare and camp for our grandchildren. Should I stop?
By Maurie Backman
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Protection vs Performance: How Is Your Financial Success Being Measured?Returns still matter, but lasting performance is increasingly defined by how well a plan protects against volatility while preserving flexibility and your legacy.
By Jared Nepa
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3 Questions That Reveal the Best Age to Take Social SecurityThe Social Security decision should reflect how clients want to spend, withdraw from wealth and experience retirement. Here's how advisers can find that out.
By Matthew Sommer, PhD, CFA®
