Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Quiz: Understanding Roth ConversionsQuiz Test your basic knowledge of Roth conversions in our quick quiz.
By Donna LeValley
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How a Life Insurance Beneficiary WorksHave you designated your life insurance beneficiary? Take just a moment now to protect your legacy.
By Karon Warren
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How to Save Money on Estate PlanningEstate planning doesn’t have to drain your savings. With the right strategies, you can protect both your assets and loved ones without overspending.
By Jacob Wolinsky
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5 Surprising Ways Aging in Place Can Save You Thousands in RetirementBeyond skipping assisted living fees, staying in your long-time home cuts everyday costs. Here are five unexpected ways aging in place saves you money.
By Donna Fuscaldo
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The Disinheritance Quiz: 10 Questions to Protect Your Final WishesQuiz From second marriages to special needs trusts, test your disinheritance strategy with our 10-question quiz to prevent family feuds.
By Donna LeValley
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5 Hidden Costs of Aging in Place — Even With No MortgageThink paying off your mortgage means a cheap retirement? From home modifications to maintenance, these sneaky aging-in-place costs can derail your retirement.
By Donna Fuscaldo
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How Hackers Target Your Retirement SavingsHackers are targeting your retirement savings — and they need little more than your email account or cellphone number to gain access. Here's how to stay safe.
By Shane W. Cummings, CFP®, AIF®
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Why Do These 5 Milestone Ages Matter in Retirement Planning? Take Our QuizQuiz You probably know your full retirement age, but do you know these other milestone ages — and why you should pay attention to them as you plan for retirement?
By Charlotte Gorbold
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13 Things Every Retiree With a Pension Must Know About TaxesIf you're a retiree with a pension, treating taxes as a core part of your retirement strategy is the best way to keep your income sustainable for the long haul.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
