Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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The 'First Year of Retirement' Rule
The 'first year of retirement' rule says the 12 months after you leave work set the tone for your entire later life — so it's vital to approach them mindfully.
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Outsmarting the AI Job Algorithm: Why Older Women Need a Strategy
When you're job hunting, AI may undermine your best efforts. Here's how older women can throw a wrench in the algorithm.
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I'm Embarrassed to Ask: What Is a Life Insurance Trust?
Life insurance trusts, particularly irrevocable life insurance trusts (ILITs), can minimize estate taxes and protect your heir's inheritance.
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I'm 61 and need $50,000 for home repairs. Should I borrow given today's rates or take a withdrawal from my $950,000 401(k)?
We asked financial experts for advice.
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Headed for the Retirement Red Zone? This Plan Avoids Fumbles
These strategies help safeguard your nest egg and ensure long-term financial success during the five years before retirement and the five years after.
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I'm a Financial Planner: How You Can Get Started With RMDs
The IRS will come knocking for its share of your tax-deferred retirement savings when you hit 73, but planning ahead for RMDs will ensure you're ready.
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Expert Tips on How to Replace Your Paycheck in Retirement
Bills don't stop once you retire — and you can't expect your Social Security checks to cover them all. Don't risk running out of money. Instead, make a plan.
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The Mulligan Rule of Retirement — Seven Mistakes You Can Fix
Use the Mulligan Rule to undo these seven costly retirement errors. While you can’t go back in time, some retirement choices allow for a “correction shot.”
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My First $1 Million: Retired Educator/Administrator, 67
Ever wonder how someone who's made a million dollars or more did it? Kiplinger's My First $1 Million series uncovers the answers.
