Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Portfolio Diversification Lessons From 'The Three Little Pigs'Is your portfolio as well built and diversified as you think? If you're worried it won't help keep you safe in retirement, it could be time to renovate.
By J. Burke "J.B." Howard
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How the Stock Market Performed in the Second Quarter of 2026Q2 2026 was defined by a disconnect between soaring market valuations and underlying economic realities. Speculative fervor is making the landscape casinolike.
By Prem Patel, MBA, IAR
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8 Costly 401(k) Mistakes That Can Tank Your Retirement401(k) mistakes like cashing out early and not taking advantage of an employer match can upend your retirement.
By Kathryn Pomroy
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Mom Needs Medicaid for Nursing. Should I Spend Down Her Assets?Medicaid has undergone massive budget cuts and restructuring. Here's how your loved one can still qualify.
By Maurie Backman
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Is Your Financial Adviser's 1% Fee Worth It?The 1% adviser fee has been a mainstay for retirement planning. But now that AI is doing some of their work, it’s worth knowing exactly what you're paying for.
By Jacob Schroeder
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Timing Social Security When You Have a Pension and $1 MillionIf you have a pension and $1 million-plus saved, deciding when to take Social Security is about optimizing your taxes, legacy planning and long-term income.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Are You Ready To Retire At 60? Take Our Quiz to Find OutSee if you are ready to retire before Social Security kicks in with our quick quiz.
By Donna Fuscaldo
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The Rule of Two Lives in Retirement: One Life Becomes TwoThe "rule of two lives in retirement" means accounting for your partner at every decision point, because one life becomes two.
By Jacob Schroeder
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The 'Florida Flip' for Roth Conversions and Lower RMDsStaring down a massive RMD tax bill at age 75? Relocating to a zero-tax state for a few years could slash your Roth conversion costs. Just beware of the pitfalls.
By Maurie Backman
