Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
-
5 Signs You'll Live a Longer LifePlanning for a long retirement is a high-stakes math problem. Check these five longevity green flags to see if you have the habits and the history to beat the averages.
By Donna Fuscaldo
-
I'm 60 With $4 million — Can I Have a Luxury Retirement?At $4 million, you don’t have to pinch pennies, but here’s why you still need a strict withdrawal strategy to fund the high life.
By Maurie Backman
-
2 Retirement Tax Strategies To Keep More of Your WealthA tax planning strategy that combines direct indexing and tax-loss harvesting could help retirees minimize what they pay Uncle Sam and keep more of their wealth.
By Aaron R. Simpson, CFP®, ChFC®, RICP®
-
What is the IRMAA (Income-Related Monthly Adjustment Amount)?IRMAA is a surcharge added to your Medicare Part B and Medicare Part D prescription drug coverage premiums if your income is above a certain level. Here's what you need to know.
By Donna LeValley
-
Love Your Kids But Fear For Their Finances? You Need a Spendthrift TrustYou can secure your children's future without giving them unrestricted access to a windfall. Protect your legacy from poor decisions and creditors.
By Kathryn Pomroy
-
'I'm 74 and Don't Trust My Kids With My Dog'What happens to your dog if your kids won't take her after you pass? Here is a step-by-step guide to securing a trusted caregiver and funding a pet trust.
By Donna Fuscaldo
-
How Well Do You Know Medicare Part D? Take Our Quiz to Find OutQuiz Test your knowledge of essential Medicare Part D concepts with this quick quiz before reviewing your prescription drug options this fall.
By Donna LeValley
Quiz -
Your Retirement Planning Scorecard: 5 Key Areas to MonitorJust like a good coach looks beyond the scoreboard to prepare for the next game, successful retirement planning requires regular evaluation.
By Jeffrey V. Covert, CFP®, CPA
-
Late-Career Job Loss? 3 Ways to Protect Your RetirementIf you fear losing your job later in life, stay one step ahead by budgeting, stress-testing your retirement plan and investing in your professional network now.
By Chris Cohan, ChFC, RMA
