Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Top Four Retirement Withdrawal Strategies to Maximize Your Savings
These retirement withdrawal strategies avoid tax and stock market pitfalls that can eat into your savings.
By Adam Shell Published
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Five Myths About Downsizing in Retirement
Retirees might dream of selling their home, downsizing to a smaller one, and investing the extra cash for income, but the profit they pocket is often less than what they hoped for.
By Kathryn Pomroy Published
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How Much Income Will an Indexed Annuity Get You? An Annuities Expert Lays Out the Numbers
Guaranteed lifetime income sounds great, but how much will it be? Several factors determine your future payout on indexed annuities with an income rider.
By Ken Nuss Published
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Financial Fact vs Fiction: Why Inflation Is Lower, But Prices Are Not
Do you think bonds protect you from stock losses? Are you confident your assets will go to your intended heirs if all you have is a will? Think again — and read on for other myths that could be leading you astray.
By Scott McClatchey, CFP® Published
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I'm a Personal Finance Expert: Here's the Truth About Using AI to Plan Your Retirement
AI can be a useful tool, but it often gets important financial information wrong. It also can't emulate the empathy, judgment and personal connection you can get with a human being.
By Pam Krueger Published
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Prenups and Retirement Planning: Saying "I Do" In Later Life
Prenups aren't a traditional part of retirement planning, but for the growing number of over-65s getting remarried, they're an essential financial tool.
By Brian O'Connell Published
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You Need to Have This Financial Talk With Your Spouse
Women are poised to inherit significant wealth from their husbands. Here's how they can prepare for it.
By Cameron Huddleston Published
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You Don't Have to Be Wealthy to Need a Wealth Manager
Navigating complex financial decisions is hard on your own, no matter how much money you have. A wealth manager can provide comprehensive financial planning, investment management, risk management and more.
By Mallon FitzPatrick, CFP®, AEP®, CLU® Published
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I thought I'd be set, but my $3 million isn't buying the retirement I imagined. What should I do?
If your nest egg isn't providing the retirement lifestyle you dreamed of, it's time to ask whether it's your money that's the problem — or your mindset.
By Maurie Backman Published