Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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How Will Your Retirement Plan Today Address Long-Term Care?Do you know how you'll afford to age in place, help kids and grandkids now and after you pass and avoid making compromises on your healthcare?
By Jerry Golden, Investment Adviser Representative
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Do Your Financial Adviser's Fees Reflect Value or Growth?Clients may ask if a flat fee is better than a percentage of assets under management, but the real question is whether fees reflect the value of your services.
By Dr. Preston Cherry, CFP®
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You’ve Mastered Asset Allocation — Now It’s Time for Asset LocationIn our retirement advice column, Wealth Wise, a 66-year-old retiree learns how strategically placing your stocks, bonds, and cash can save you thousands.
By Maurie Backman
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How 2026's Retirement Rule Changes Have Shifted Your SavingsSponsored by American National
Retirement planning in 2026 has come with new contribution limits, tax breaks and healthcare changes. Here's what savers and retirees need to know.
By Jacob Schroeder
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Whole Life Insurance: Stealth Retirement Tool or Waste of Money?It may seem like everyone wants to sell you a whole life insurance policy. Is it worth it as a retirement savings hack?
By Maurie Backman
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How Roth Conversions Can Help Your Family Avoid an IRA Tax TrapYour spouse and children could be bumped into higher tax brackets if you leave them a substantial sum in an IRA. Partial Roth conversions now can help.
By Craig Kirsner, Investment Adviser Representative
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5 Costly RMD Mistakes That Will Put a Dent in Your SavingsLike your golden years, RMDs creep up on you quicker than you think. Planning ahead can prevent you (and your heirs) getting hit with penalties and extra taxes.
By Larry Martin, CFP®, ChFC®, RICP®
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5 Retirement Conversations Couples Must Have Ahead of TimeTwo people can spend years saving for retirement and never once discuss what they actually want from it. A few hard conversations now can prevent trouble later.
By Michael Pappis, CFP®
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From Family History to Daily Habits: 4 Signs Longevity Is on Your SidePlanning for a long retirement is a high-stakes math problem. Check these 4 longevity green flags to see if you have the habits and the history to beat the averages.
By Donna Fuscaldo
