Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Are You Ready for 65? The Medicare Initial Enrollment Period Quiz
Quiz Turning 65 soon? Test your basic knowledge of Medicare's Initial Enrollment Period (IEP) rules in our quick quiz.
By Donna LeValley
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Retire in the Hamptons: Finding the Right Town for Your Budget
Yes, it's favored by the rich and famous, but retiring in the Hamptons may not be out of your league. Here's a guide to affordability and and who is happiest living there.
By Drew Limsky
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Are You Rich? The Average Net Worth by Age
Are you beating your peers on average net worth? Get tips from financial advisers on how to grow your wealth over time.
By Adam Shell
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My Health Journey Shows How the 'Pink Tax' Costs Women
Fact: Women pay significantly more for health care over their lifetimes. But there are some things we can do to protect our health and our financial security.
By Erin Wood, CFP®, CRPC®, FBS®
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Should You Max Out Your 401(k)? We've Got Answers
Conventional wisdom says, 'Contribute the maximum to a traditional 401(k) if you can.' But there are hidden downsides to putting all your eggs in one basket.
By Adam Shell
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Who Hates Taxes? The Best Time to Plan for Them Is Right Now
By creating a tax plan, you can keep more of what you've earned and give less to Uncle Sam. Here's how you can follow the rules and pay only your fair share.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Are You Prepared to Live Longer? MIT AgeLab Answers Questions
A new measure of longevity readiness indicates that for many Americans, the answer is no — and suggests what is needed to get on track.
By Richard Eisenberg
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Thrift Savings Plan Contribution Limits for 2026
Thrift Savings Plan contribution limits are $23,500 in 2025, but will increase to $24,500 in 2026. Plus, new super catch-up limits for people ages 60-63.
By Kathryn Pomroy
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I'm retiring with $3.3 million at age 65 and don't want to touch my portfolio's principal. Is this possible?
We ask financial professionals for advice.
By Maurie Backman
