Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Missed an RMD? How to Avoid That (and the Penalty) Next Time
If you miss your RMDs, you could face a hefty fine. Here are four ways to stay on top of your payments — and on the right side of the IRS.
By Evan T. Beach, CFP®, AWMA®
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Find Joy and Meaning When You Want to Retire — But Can’t Yet
For Gen X, delaying retirement can be an opportunity to pilot-test your second act, plan for your inheritance and structure trusts for your kids.
By Jacob Schroeder
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5 Retirement Myths to Drop (and How to Plan for the Reality)
Separating facts from fiction is an important first step toward building a retirement plan that's grounded in reality and not based on incorrect assumptions.
By Robby J. Graham, CFP®, CPA
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The Average Social Security Check by Age
Compare your average Social Security check with others of your age, and plan for the future.
By Donna LeValley
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The Average Social Security Check in Every State
Do you live in this New England state with the heftiest check? Your Social Security benefit can be affected by where you live.
By Donna LeValley
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The Average Monthly Social Security Check: January 2026
The average monthly Social Security check amount might surprise you. Here's a look at January's numbers and why they matter.
By Donna LeValley
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QUIZ: Are You Ready To Retire At 55?
Quiz Are you in a good position to retire at 55? Find out with this quick quiz.
By Donna Fuscaldo
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The Key to Enjoying Retirement With Confidence
A resilient retirement plan is a flexible framework that addresses income, health care, taxes and investments. And that means you should review it regularly.
By Chris Wootton, ChFC®
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Your State (and Trump) Wants to Help You Save for Retirement. Here's How
Maximize your retirement savings by setting up a state-sponsored auto-IRA. And with Trump's newly announced plan, you might even get a match on 401(k) funds in 2027.
By Christy Bieber
