Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Your Retirement Age Is Just a Number: Today's Retirement Goal Is 'Work Optional'
Becoming "work optional" is about control — of your time, your choices and your future. This seven-step guide from a financial planner can help you get there.
By Philip G. Palumbo, CFP®
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Eight 401(k) Mistakes That Can Tank Your Retirement
401(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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Quiz: Do You Know How to Maximize Your Social Security Check?
Quiz Test your knowledge of Social Security delayed retirement credits with our quick quiz.
By Donna LeValley
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Fix Your Mix: How to Derisk Your Portfolio Before Retirement
In the run-up to retirement, your asset allocation needs to match your risk tolerance without eliminating potential for growth. Here's how to find the right mix.
By Johnny Rosier, NSSA®, CFF®, FRC
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What Is a 403(b) Retirement Plan? Non-Profit Workers Take Note
Many teachers and other non-profit workers are offered 403(b) plans, rather than a 401(k). But what is a 403(b)?
By Seychelle Thomas
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I Thought My Retirement Was Set — Until I Answered These 3 Questions
I'm a retirement writer. Three deceptively simple questions helped me focus my retirement and life priorities.
By Jacob Schroeder
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We've saved $5 million, but my husband still won't retire.
We are 66 and have reached our retirement savings goal. Our plan is to travel, but my husband can't seem to let go of work.
By Maurie Backman
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Aging in Place Can Be Bad for You: Here's an Alternative
Why age alone in financial hardship when you can enjoy companionship — and share the costs of housing, groceries and health care — with a small community of friends?
By Neale Godfrey, Financial Literacy Expert
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When Retirement Planning, Be More Like Spock Than Scotty
If you're worried about your retirement, address the concerns in a logical sequence, talk honestly with your team and prepare to go boldly into the future.
By Robert Szigeti
