Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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529 Plan Contribution Limits for 2026
Each state sets 529 plan contribution limits, which range from $235,000 to slightly more than $600,000..
By Kathryn Pomroy
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8 Facts You Need to Know About Stock Market Corrections
Markets Scary as they are, drawdowns are a normal part of the investing process. Having a financial plan in place and sticking to it is every investor's best friend.
By Dan Burrows
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Concentrated Company Stock: Don't Wait Forever to Diversify
Holding too much company stock can be disastrous — as Silicon Valley Bank and Kodak employees learned the hard way. The key is to diversify as soon as you can.
By Peter Newman, CFA
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The 'Rule of Four Futures' in Retirement
The "Rule of Four Futures" plans for the retirement you expect — and the ones you don’t.
By Jacob Schroeder
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Retirement Mistakes My Boomer Parents Made That I'll Avoid
We inherit many traits from our parents, but these retirement mistakes don’t have to be among them. Gen Xers and Millennials can thrive in retirement.
By Jacob Schroeder
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A 10-Year Retirement Planning Checklist
Keep this ten-year retirement planning checklist on hand as you navigate saving, investing and other retirement decisions. You'll be in great shape when you leave your working life behind.
By David Rodeck
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Quiz: Could You Age in Place Today? Test Your Readiness
Your home, your life, your rules. Master the basics of aging in place and take control of your future with our 10-question home safety knowledge check.
By Donna LeValley
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10 Things to Know About Estate Planning
Estate planning is all about taking charge of your legacy.
By David Rodeck
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We're 59 With $5.3 Million. Can We Frontload Our Spending?
We are retired and want to spend $250,000 a year, but once Medicare and Social Security start, we'll need less. Are we nuts?
By Maurie Backman
