Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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The 80% Rule of RetirementThe 80% rule promises a comfortable lifestyle in retirement. Does it deliver, or should it go the way of paper checks and landline phones?
By Jacob Schroeder
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Retirement Tax Breaks That Could Cut Your Tax Rate in HalfIncorporating housing wealth and lifetime annuities in your retirement income plan can offer a significant tax-cost advantage over an investment-only plan.
By Jerry Golden, Investment Adviser Representative
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The 'Take That Uncle Sam' Rule of Retirement SpendingHere's how to reduce your tax bill when you withdraw money in retirement.
By Donna Fuscaldo
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Five Smart Retirement Health Care Moves: Maximize Your HSA and Medigap SavingsUnchecked health care costs in retirement could blow a hole in your savings. Here’s how to avoid that.
By Donna Fuscaldo
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Can We Help Just One of Two Adult Children Financially?We want all our grandkids to have a great childhood. How do we help their mother, our needier child, without creating resentment?
By Maurie Backman
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Ignoring These Retirement To-Dos? You're Risking Your WealthOverlooking these three important, albeit boring, tasks could have disastrous consequences for the retirement savings you've worked so hard to accumulate.
By Evan T. Beach, CFP®, AWMA®
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Is Lifestyle Creep Delaying Your Retirement Timeline?Lifestyle creep can quietly influence long‑term financial security. Here's how to check in on your spending and realign with your goals.
By Deana Healy, CFP®
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Are Your Retirement Savings on Track at Ages 60 to 65? Take Our QuizFind out if your retirement savings are on track with our quick quiz.
By Donna Fuscaldo
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Why Strengthening Your Connections Could Lengthen Your LifeLoneliness is your biggest threat in old age, and a diminished social network is risky even if you're financially secure. Start building your connections now.
By Richard P. Himmer, PhD
