Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Why the 4% Rule Could Fail for Retirement IncomeWhile the 4% rule is a useful starting point, a lengthy retirement can't rely on a one-time calculation. This is why you need a personalized income plan.
By Robert D. Blair, CFP®
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Financial Strategies to Afford a Long RetirementBridging the gap between your vision of retirement and real financial readiness requires planning, adaptable income strategies and expert guidance.
By Erin Culek
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Key Differences in Financial Independence vs RetirementPeople use "financial independence" and "retirement" as if they're the same milestone. But treating them the same is where a lot of financial plans go sideways.
By Andrew Rosen, CFP®, CEP
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USPS Retirement Funding: What Postal Workers Need to KnowThe Postal Service has admitted it's running out of cash. Employees need to take charge of their benefit and retirement planning before their options narrow.
By Eric Steffy
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Eight Things Medicare Doesn't CoverMedicare Part A and Part B leave gaps in your healthcare coverage. But Medicare Advantage has problems, too.
By Donna LeValley
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Medicare Premiums 2026: IRMAA Brackets and Surcharges for Parts B and DDo you have to pay the monthly Medicare premium surcharge this year? It depends.
By Donna LeValley
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12 Things You Need to Know About MedicareMedicare There's Medicare Part A, Part B, Part D, Medigap plans, Medicare Advantage plans and so on. We sort out the confusion about signing up for Medicare — and much more.
By Catherine Siskos
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Is a Living Trust the Right Move for Your Estate Plan?A living trust protects your loved ones and simplifies your estate. Sometimes called a "revocable trust," it can avoid the cost of probate.
By Adam Shell
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Test Your Great Wealth Transfer Knowledge With Our QuizHow much do you know about the massive wealth about to change hands?
By Donna Fuscaldo
