Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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The 12 Best Things Rich Retirees Do
From prioritizing spending and investing to using debt wisely and developing a giving attitude, rich retirees build a roadmap for a meaningful journey.
By Kathryn Pomroy Last updated
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Eight Biggest Financial Planning Myths: How Many Do You Believe?
These financial planning myths are some of the whoppers you may hear when you're approaching retirement.
By Donna Fuscaldo Last updated
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4 Things You Need to Know Before Applying for Social Security in 2025
Don't unnecessarily delay or reduce your Social Security benefits because you don't know all the rules and requirements.
By Donna LeValley Last updated
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Social Security Fairness Act Payments Checklist: Nine Things to Know
This Social Security Fairness Act checklist explains what public sector retirees can expect from SSFA, including when their payments will arrive and how much more money they may receive.
By Donna LeValley Last updated
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12 Great Places to Retire in the Midwest
Places to live Here are our retirement picks in the 12 midwestern states.
By Stacy Rapacon Last updated
Places to live -
The Average 401(k) Balance by Age
Knowing how your 401(k) balance compares to your peers could motivate you to save more. It's not a race, but a little competition can be galvanizing.
By Adam Shell Last updated
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The Rule of 240 Paychecks in Retirement
The Rule of 240 Paychecks can help you plan for a lifetime of withdrawals. Because, like any good boss, you need to pay yourself wisely.
By Jacob Schroeder Published
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Two Estate Planning Issues You Should Never Overlook
This estate planning attorney explains why proper asset titling and beneficiary designations make a big difference when it's time to transfer your wealth.
By Denise McClain, JD, CPA Published
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Worried Social Security Benefits Will Be Cut? Save This Much More to Be Safe
The Social Security trust fund will be insolvent in 2033 and by 2035 will have to reduce benefits by 17%. Here is now much more you need to save to cover the potential shortfall.
By Donna LeValley Published