Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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When Will Social Security and Medicare Run Out of Money?
Social Security and Medicare trust funds, which help pay benefits, are projected to run dry. What will happen then?
By Elaine Silvestrini
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Estate Planning Isn't Just for the Ultra-Wealthy
If you've acquired assets over time, even just a home and some savings, you have an estate. That means you need a plan for that estate for your beneficiaries.
By William Thatcher
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529 Plan Contribution Limits for 2026
Each state sets 529 plan contribution limits, which range from $235,000 to just over $600,000..
By Kathryn Pomroy
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Use the 529 Grandparent Loophole To Maximize College Savings
Use the 529 grandparent loophole to fund a grandchild’s education without impacting their financial aid eligibility.
By Erin Bendig
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Best 529 Plans of 2026
Check out the best 529 plans of 2026 and find the best plan for your child or grandchild’s college savings.
By Erin Bendig
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The 'Rule of 25' for Retirement Planning: Start Here
Try the simple calculation of the "Rule of 25." Because sometimes, a back-of-the-napkin idea is all you need to get started.
By Jacob Schroeder
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Forget Financial Forecasts: Focus on These 3 Goals for Success
We know the economy is unpredictable and markets will do what they do, no matter who predicts what. Here's how to focus on what you can control.
By Mallon FitzPatrick, CFP®, AEP®, CLU®
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Why In-Person Financial Guidance Remains the Gold Standard
Face-to-face conversations between advisers and clients provide the human touch that encourages accountability and a real connection.
By Jon Hammel
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How You Can Turn Your Home Equity Into a Retirement Buffer
If you're one of the many homeowners who has the bulk of your net worth tied up in your home equity, you might consider using that equity as a planning tool.
By Dan Anderson
