retirement planning

12 Questions Retirees Often Get Wrong About Taxes in Retirement
retirement

12 Questions Retirees Often Get Wrong About Taxes in Retirement

You worked hard to build your retirement nest egg. But do you know how to minimize taxes on your savings?
January 21, 2022
Why Women Need to Take a More Active Role in Their Financial Futures
Women & Money

Why Women Need to Take a More Active Role in Their Financial Futures

It’s a mistake to let someone else make all your decisions or take care of everything for you. You can start taking control of your finances by review…
January 17, 2022
6 New Year’s Resolutions for Your Wealth Plan
retirement planning

6 New Year’s Resolutions for Your Wealth Plan

Everyone could benefit from checking these six items off their to-do list this year.
January 14, 2022
4 Steps to Kickstart a Financial Plan in 2022
retirement planning

4 Steps to Kickstart a Financial Plan in 2022

The new year is a great time to dot the i’s and cross the t’s on your financial plan. Here are four areas that could use your attention right now.
January 11, 2022
Factoring Inflation into Your Retirement Plan
retirement planning

Factoring Inflation into Your Retirement Plan

How much should you be worried about inflation’s impact on your retirement income plan? If you plan right, you shouldn’t have to worry at all.
January 10, 2022

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Every Retirement Plan Should Include These 5 Points
retirement planning

Every Retirement Plan Should Include These 5 Points

The nuts and bolts of retirement planning can be boiled down quite succinctly. So what are you waiting for? Get started.
January 9, 2022
Stop Procrastinating on Your Retirement Plan! Here’s How
retirement planning

Stop Procrastinating on Your Retirement Plan! Here’s How

Do you drag your feet when it comes to your finances and retirement savings? It’s an all-too-common problem. Here are some tips to help fix it.
January 8, 2022
A 2022 Guide to Key Dates for Retirees
retirement planning

A 2022 Guide to Key Dates for Retirees

Missing an important deadline can sometimes mean a financial hit. Here is a checklist of what you need to do and when to avoid any potential issues.
January 4, 2022
When It Comes to Your Financial Plan, You Can't Trust a Computer
retirement planning

When It Comes to Your Financial Plan, You Can't Trust a Computer

Even though I run marathons, my EKG erroneously showed I was having a heart attack. When it’s time for your financial checkup, don’t rely solely on fi…
January 3, 2022
The Big Financial Stories of 2021 and What to Expect in 2022
retirement planning

The Big Financial Stories of 2021 and What to Expect in 2022

There were a lot of big financial stories in 2021, especially as the economy tried to rebound amid the pandemic. As we head into the new year, there a…
December 31, 2021
My 5-Minute Retirement Plan
retirement planning

My 5-Minute Retirement Plan

As you near retirement, switching from a saving and investing mindset to an income-driven outlook can be tough. But you’ve got to do it!
December 29, 2021
What’s Your Retirement Number?
Financial Planning

What’s Your Retirement Number?

To cross the finish line when you want, find the right target for your retirement savings and follow our training regimen.
December 22, 2021
Meet the Architect of the 401(k) Plan
Financial Planning

Meet the Architect of the 401(k) Plan

Ted Benna tells Kiplinger how savers can make the most of their 401(k) plans - and how these plans could be better.
December 22, 2021
How Retirement Savers Are Doing
Financial Planning

How Retirement Savers Are Doing

In year two of the pandemic, we’re working hard to get back on track, according to this new poll.
December 21, 2021
Take This Job, I'm Retiring
Financial Planning

Take This Job, I'm Retiring

The pandemic and bull market have led to an increase in the number of workers who are retiring. You might call it the Gray Resignation.
December 21, 2021
As You Approach Retirement, C.A.N. You Handle a Market Downturn?
retirement planning

As You Approach Retirement, C.A.N. You Handle a Market Downturn?

You know what they say about what goes up. Well, if you’re nervous about what comes next with today’s precipitously climbing stock market, this acrony…
December 20, 2021
Kiplinger's Tax Map for Retirees: About Our Methodology
retirement

Kiplinger's Tax Map for Retirees: About Our Methodology

Here's how we put together our Retiree Tax Map and related content.
December 17, 2021
10 Least Tax-Friendly States for Retirees
retirement

10 Least Tax-Friendly States for Retirees

Retirees in these states are likely to have a higher overall state and local tax burden than retirees in other states.
December 17, 2021
10 Most Tax-Friendly States for Retirees
retirement

10 Most Tax-Friendly States for Retirees

Moving to a low-tax state in retirement can help make your retirement savings last longer.
December 17, 2021
33 States with No Estate Taxes or Inheritance Taxes
retirement

33 States with No Estate Taxes or Inheritance Taxes

Even with the federal exemption from death taxes raised, retirees should pay more attention to estate taxes and inheritance taxes levied by states.
December 13, 2021
3 Questions to Ask Before You Take a Pension
retirement planning

3 Questions to Ask Before You Take a Pension

As retirement approaches and you must decide whether to take pension payments or a lump sum, the first very important question to ask is this: How saf…
December 12, 2021
Should You Take Pension Payments or a Lump Sum? A How-To Guide
retirement planning

Should You Take Pension Payments or a Lump Sum? A How-To Guide

With buyout offers, when deciding whether to take it or leave it, a couple of calculations can be enlightening. This how-to guide walks you through th…
December 8, 2021
12 States That Tax Social Security Benefits
social security

12 States That Tax Social Security Benefits

You may have dreamed of a tax-free retirement, but if you live in one of these states, your Social Security benefits may be subject to state taxes.
December 2, 2021
What’s Your Retirement Number? Don’t Just Go by the 4% Rule
retirement planning

What’s Your Retirement Number? Don’t Just Go by the 4% Rule

To help make sure your retirement income covers your needs and lasts for a lifetime, you need a custom plan. The 4% rule of thumb is a handy starting…
December 1, 2021
The 4% Rule Faces New Problems Today
retirement planning

The 4% Rule Faces New Problems Today

Considering today’s market and economic conditions, can retirees really rely on this old standby to guarantee they won’t run out of money? (Sorry to s…
November 29, 2021
Sandwich Generation: How Do You Decide Whose Needs Come First?
retirement planning

Sandwich Generation: How Do You Decide Whose Needs Come First?

Your parents need your help right now, and so do your adult kids. But what about saving for your own retirement? If you’re stressed and stretched, it’…
November 27, 2021