Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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10 Financial To-Do's for Spring
Spring is a great time to check in to ensure everything is in good order. Completing these 10 tasks might seem like a lot of work, but the payoffs are worth it.
By David Jaeger, CFP®
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How to Claim the 'Founder' Title After 55
Older founders are three times more likely to succeed than 30-year-olds. Here's how to leverage your expertise while navigating the "Medicare gap" and self-employment taxes.
By Jacob Schroeder
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Markets Will Always Be Volatile: Retirement Doesn't Have to Be
Instead of worrying about the markets and running out of money in retirement, you might consider buying an annuity that guarantees you a lifetime income.
By David Chavern
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QUIZ: Are You Ready To Retire At 67?
Are you in a good position to retire at 67? Find out with this quick quiz.
By Donna Fuscaldo
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10 Things to Know About Working in Retirement
Working in retirement could give you more money but also could impact some benefits.
By David Rodeck
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5 Estate Planning Things You Need to Do Now
Completing these five essential tasks right away can protect your family and their inheritance from potential high taxes and the probate process.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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We've saved $3.1 million, but my husband still works. I want to travel!
We retired last year at 67. My husband works two days a week, but it's interfering with the dream vacations I want to plan. Help!
By Maurie Backman
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Add Lifetime Annuities to Unlock Home Equity and Tax Benefits
Combining a QLAC with a HECM can help mass affluent retirees secure guaranteed lifetime income, tax advantages and liquid savings to cover late-in-life expenses.
By Jerry Golden, Investment Adviser Representative
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The Average Social Security Check in Every State
Do you live in this New England state with the heftiest check? Your Social Security benefit can be affected by where you live.
By Donna LeValley
