Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Required Minimum Distributions (RMDs): Rules, Deadlines, and Important Changes to Know
RMDs Here are some basics to know about RMDs and how these distributions can impact your taxes.
By Kelley R. Taylor Last updated
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The Average Social Security Check by Age
Compare your average Social Security check to others of your age, and plan for the future.
By Donna LeValley Last updated
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Donating Complex Assets Doesn't Have to Be Complicated
If you're looking to donate less-conventional assets but don't know where to start, this charity executive has answers, such as considering a donor-advised fund (DAF) for its tax benefits and ease of use.
By Mark Froehlich, CPA, MBA Published
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I'm 65, with $1.2 million saved and a paid-off $1.3 million rental property. Should I sell, or keep it for income?
Should I be a landlord in retirement?
By Maurie Backman Published
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Think a Repeal of the Estate Tax Wouldn't Affect You? Wrong
The wording of any law that repeals or otherwise changes the federal estate tax could have an impact on all of us. Here's what you need to know, courtesy of an estate planning and tax attorney.
By John M. Goralka Published
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In Your 50s? We Need to Talk About Long-Term Care
Many people don't like thinking about long-term care, but most people will need it. This financial professional recommends planning for these costs as early as possible to avoid stress later.
By Matthew Eilers Published
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Retire in Costa Rica for Expat Heaven
When you retire in Costa Rica, you get natural beauty, ease of relocation and affordability. Will you become a part of its thriving expat community?
By Drew Limsky Published
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Social Security Pop Quiz: Are You Among the 89% of Americans Who'd Fail?
Shockingly few people have any clue what their Social Security benefits could be. This financial adviser notes it's essential to understand that info and when it might be best to access your benefits.
By Stephen B. Dunbar III, JD, CLU Published
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The 12 Best Things Rich Retirees Do
From prioritizing spending and investing to using debt wisely and developing a giving attitude, rich retirees build a roadmap for a meaningful journey.
By Kathryn Pomroy Last updated