Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Best 529 Plans of 2026Check out the best 529 plans of 2026 to find the best plan for your child or grandchild’s college savings.
By Erin Bendig
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I Want to Pay Off Our Grandson's $45K Student Loan DebtWe're 73, with $2.1 million and $4k a month in Social Security. My husband says we can't afford to help our grandson. Who's right?
By Maurie Backman
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Who is Getting Your Money?: The Beneficiary Designation QuizQuiz Take this quick quiz to test your knowledge of the essential rules and safeguards when appointing beneficiaries.
By Donna LeValley
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This Retirement Income Plan Could Be Your Key to Sweet DreamsWant to enjoy life after work without having to worry about market downturns or inflation? Creating a guaranteed retirement "paycheck" is the answer.
By Devon Albarez
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If You Haven't Saved Enough for Retirement, These Are Your OptionsIt's never too late to save for retirement, and there are plenty of ways to build up your nest egg, depending on the level of risk you're comfortable with.
By Philip Segal, CLU®, ChFC®, RICP®
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Converting to a Roth IRA? Don't Do It Like ThisYou might want to convert all of your retirement savings to a Roth in one go, but you could pay hundreds of thousands more in taxes than you'd have to.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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What's the Best Way to Fund my Grandchild's 529 Plan for College?Is it better to make a lump-sum contribution up front or spread funds out through the years? We asked a college savings professional and a financial planner for their advice.
By Maurie Backman
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Rich but Restless: Why $5M Isn’t Buying Retirement ConfidenceI took a deep dive into what actually builds retirement confidence. The answers had less to do with the amount saved than I expected.
By Jacob Schroeder
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This Trust Can Protect Your Assets From Long-Term Care CostsA Medicaid asset protection trust can help ensure your protected assets go to your beneficiaries rather than your long-term care.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
