Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Turning 65? 5 Common Medicare Mistakes to Avoid"Medicare will happen when I turn 65. I don't need to think about it, right?" Wrong. Get up to speed with the system now to prevent stress and save money later.
By Jeremy Keil, CFP®, CFA®, CKA®
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Is an $80K Pool the Best Way to Lure the Grandkids Over?With $1.1 million in the bank, the math on a new $80K pool might work, even if you're retired. But is a year-round maintenance commitment the best way to see your grandkids?
By Maurie Backman
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Do This Before Acting on AI Financial AdviceYou can ask AI for financial advice, but it doesn't have all your details, so you should be cautious about the response. Here's a better way to approach it.
By Seth Miller, CFP®, CEPA
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529 Plan Contribution Limits for 2026Each state sets 529 plan contribution limits, which range from $235,000 to $675,000
By Kathryn Pomroy
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Turn a $1 Million Nest Egg Into a Lifetime Income MachineThe paychecks may stop, but the income shouldn't. Master the art of the "income machine" to fund your dream retirement.
By Adam Shell
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2027 Social Security COLA is 3.6%: What You Need to KnowThe SSA has announced the 2027 cost-of-living adjustment (COLA), the new maximum taxable wage cap and the earnings requirements for Social Security credits.
By Donna LeValley
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529 Plans: Everything You Need to Know529 plans offer convenience and potential tax benefits when saving for education. That said, there are still a range of rules you’ll need to know (and follow).
By Elaine Silvestrini
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A 7-Point Checklist for Retiring With a PensionDisciplined savers may need to learn how to confidently use the wealth they've accumulated. Here's how you can maximize your money in retirement.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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How to Leave a Lifetime Monthly Paycheck With AnnuitiesYou can easily create a lasting financial legacy for loved ones with annuities that are secure, cost-effective and tax-advantaged.
By Ken Nuss
