Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Older Taxpayers: Don't Miss This Hefty (Temporary) Tax Break
If you're age 65 or older, you can claim a "bonus" tax deduction of up to $6,000 through 2028 that can be stacked on top of other deductions.
By Brian Gray
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The Vinyl Rule of Retirement: Plan for Two Sides in Your Next Act
Because "Life is what happens when you’re busy making other plans.”
By Jacob Schroeder
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QUIZ: What Type Of Retirement Saver Are You?
Quiz What is your retirement savings style? Find out with this quick quiz.
By Donna Fuscaldo
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The Average Monthly Social Security Check: September 2025
The average monthly Social Security check amount might surprise you. Here's a look at the numbers and why they matter.
By Donna LeValley
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Missed Medicare Open Enrollment? Here Are Your Options
There are limited ways you can change your Original Medicare elections after annual open enrollment has closed.
By Donna LeValley
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I'm a Federal Benefits Pro: I Answer These 2 Questions a Lot
Many federal employees ask about rolling a TSP into an IRA and parsing options for survivor benefits, both especially critical topics.
By Michael Martin, Investment Adviser Representative, ChFEBC℠
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5 RMD Mistakes That Even Seasoned Retirees Can Make
The five biggest RMD mistakes retirees make show that tax-smart retirement planning should start well before you hit the age your first RMD is due.
By Jeremy Keil, CFP®, CFA®, CKA®
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Guiding Principles of Retirement Planning With $10K or $10M
Regardless of your net worth, you deserve a detailed retirement plan backed by a solid understanding of your finances.
By Steve Myers
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Retirement Triple Play: 3 Tax Breaks to Lower Your 2026 Bill
Good news for older taxpayers: Standard deductions are higher, there's a temporary "bonus deduction" for older folks, and income thresholds have been raised.
By Michael Greenlund
