Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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How to Ensure Your Kids Never Hear, 'We Might Lose the House'
Instead of seeing retirement planning as a game of optimizing returns, try to view it as building a plan that keeps your family steady when life punches first.
By Joe Harl
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Oregon Could Be the Retirement Haven You Don't Know About
Looking for a great retirement destination? Oregon has no sales tax, no state tax on your Social Security, highly rated health care and a temperate climate.
By Dr. Kim Hall, CFP®
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The 9 Key Milestone Ages In Retirement
These nine milestone ages mark your eligibility for significant retirement benefits, including catch-up contributions and required actions, such as taking RMDs at age 73.
By Donna LeValley
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Thrift Savings Plan Contribution Limits for 2026
Thrift Savings Plans are retirement plans for federal employees and uniformed service members. Here's a look at how they work and what the contribution limits are.
By Kathryn Pomroy
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These 6 'Spring Surprises' Are Costing Our Retirement a Fortune
Spring is here, but so are the bills. From HVAC tune-ups to surging travel costs, here are 6 hidden expenses retirees must plan for in 2026.
By Donna Fuscaldo
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Does Your Retirement Plan Ignore Half of Your Net Worth?
Including your housing wealth in your retirement plan can lead to higher lifetime income and a larger legacy than a plan based on selling the home for the cash.
By Jerry Golden, Investment Adviser Representative
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Seven Great Places to Retire in Florida
The Sunshine State remains a beacon for retirees, offering warm weather, sandy beaches, and a relatively low cost of living. Here's a look at where to live.
By Kathryn Pomroy
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7 Assets to Leave Out of Your Roth IRA
Instead of treating your Roth IRA as "the best account" for everything, consider keeping these seven assets in accounts with better tax benefits or flexibility.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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Is Your Financial Adviser's Fee Model Outdated?
Your adviser probably uses technology that lets them manage your portfolio at the touch of a button, so why haven't they updated how they charge for their work?
By Mike Decker, NSSA®
