Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Inherited an IRA? Avoid These Expensive Mistakes
Don't get hit with a big tax bill thanks to an inherited IRA. Learn the rules and save.
By Donna Fuscaldo
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Five Reasons You Should Take Social Security At 62 (and Five Reasons You Should Wait)
There are sound reasons to take Social Security early. While many experts say it's best to wait until full retirement age to claim benefits, here are some reasons to start early.
By Kathryn Pomroy
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This Versatile Account Should Be in Your Retirement Plan
The Swiss Army knife of accounts can help provide tax-free income in retirement. "Be Prepared."
By Maurie Backman
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How to Avoid Medicare Late Enrollment Penalties Forever
Whether you are still working or planning to retire this year, understanding the 2026 late penalties for Parts A, B and D is essential for your financial health.
By Donna LeValley
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The 'Take That Uncle Sam' Rule of Retirement Spending
Here's how to reduce your tax bill when you withdraw money in retirement.
By Donna Fuscaldo
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6 Key Ways to Plan for Financial Success in 2026
Use last year's tax data to help guide you as you consider this year's taxes, asset allocation and sources of the regular income you'll need in retirement.
By Ken Nuss
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Upsizing in Retirement: Why You Should (and Shouldn't) Do It
Upsizing, or buying a bigger home, can make your retirement feel more luxurious. There's room for grandkids and projects, but run the numbers carefully.
By Maurie Backman
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What Would $1.26M In Savings Do for Your Retirement Lifestyle?
Americans think $1.26 million is the ideal amount to have saved for retirement. What would that kind of money mean for your retirement?
By Maurie Backman
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Your Guide to Financial Stability as a Military Spouse
These practical resources and benefits can help military spouses with managing a budget, tax and retirement planning, as well as supporting their own career
By Kelly M. Lagore, CFP®, MQFP®
