Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Five Roth IRA Pitfalls Your Adviser May Not Tell You About
Heffalump traps may be imaginary, but Roth IRA pitfalls are very real. They could upend your retirement if you're unaware of them.
By Maurie Backman Last updated
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I'm 52 with $2.1 million in retirement savings: Can I afford a second home?
Buy a second home now, or wait until retirement? It depends.
By Maurie Backman Published
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The Nine Key Milestone Ages In Retirement
These nine milestone ages mark your eligibility for significant retirement benefits, including catch-up contributions and required actions, such as taking RMDs at age 73.
By Donna LeValley Last updated
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Raising the Social Security Retirement Age to 69? How it Would Affect You
Workers have two choices if the full retirement age ever increases to 69. Work longer or collect less.
By Donna Fuscaldo Last updated
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Medicare Premiums 2026: Projected IRMAA Brackets and Surcharges for Parts B and D
Will you have to pay the monthly Medicare premium surcharge next year? It depends on a few factors.
By Donna LeValley Last updated
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What to Do After Losing Your Spouse: An Expert Guide
Some financial decisions need to be made sooner rather than later. In honor of International Widows' Day, here's what you need to know about gathering documents and contacting government agencies and financial institutions.
By Julia Pham, CFP®, AIF®, CDFA® Published
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I'm a Financial Planner: This Is the Key to Successful Retirement Planning
You have to focus on what you can control — the inputs — and not obsess over what you can't control — the output. Here's how to do that.
By Andrew Rosen, CFP®, CEP Published
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Why Single Retirees Have It Better Than You Think
From housing to health care, see how flying solo in retirement can stretch your funds further.
By Donna Fuscaldo Published
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Don't Have an Estate Plan? Six Things That Could Go Very Wrong
Bad things can happen when you're unprepared, such as big-time taxes and family turmoil. Generational planning can help protect the people you love. Here's some expert advice to help you out.
By Walt West Published