Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Pets to Paintings: Little Things Can Cause Big Estate Trouble
Sentimental items might have little monetary value, but their disposition can cause hurt feelings. Talking about who wants what and labeling items can help.
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Take Advantage of Retirement Tax Benefits While They Last
Recent tax changes, including an extra $6,000 deduction for those 65 and older, present a golden opportunity for retirees to reduce their tax bills.
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Why Unmarried Same-Sex Couples Need an Estate Plan
When illness or death occurs within an unmarried same-sex partnership, family members can step in and push the surviving partner out. An estate plan is vital.
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How Smart Retirees Turn a Second Home Into a Financial Asset
Buying a second home during retirement, especially if your savings are solid, can improve your lifestyle or be a strategic financial choice, but it requires meticulous planning.
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Required Minimum Distributions (RMDs): Rules, Deadlines, and SECURE 2.0 Changes
RMDs Here are some basics to know about RMDs and how these distributions can impact your taxes.
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Average 401(k) Match: Do You Work for a Generous Company?
Here is the average 401(k) match and the top 30 companies as measured by their match policies. A generous 401(k) match provides a more secure retirement.
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My Four Pieces of Advice for Women Anxious About Handling Money
Talking about money can help you take control of your finances.
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How Smart Women Can Plan for Financial Freedom After a Curveball
Proactive planning and professional guidance can help to build your confidence and give you clarity when you're navigating major life transitions.
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Six Myths About Downsizing in Retirement
Retirees might dream of selling their home, downsizing to a smaller one, and investing the extra cash for income, but the profit they pocket is often less than what they wished.
