Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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13 Things Every Retiree With a Pension Must Know About TaxesIf you're a retiree with a pension, treating taxes as a core part of your retirement strategy is the best way to keep your income sustainable for the long haul.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Sitting on a 401(k) Fortune? Why You Should Stop Fearing And Start SpendingMany 401(k) millionaires fear running out of money in retirement. But they don't have to if they follow these six strategies.
By Donna Fuscaldo
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The Average Monthly Social Security Check: June 2026The average monthly Social Security check amount might surprise you. Here's a look at June's numbers and why they matter.
By Donna LeValley
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The Average Social Security Check in Every StateDo you live in this New England state with the heftiest check? Your Social Security benefit can be affected by where you live.
By Donna LeValley
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The Average Social Security Check by AgeCompare your average Social Security check with others of your age, and plan for the future.
By Donna LeValley
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Roth Conversion Strategy for High Earners Approaching RMDsDiscover how a 69-year-old engineer can successfully convert a $1.2 million IRA to a Roth before RMDs begin. Learn about IRMAA, tax issues and legacy planning.
By Maurie Backman
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Is a 60/40 Portfolio Too Aggressive in Your Seventies?Generous pensions can act as a safety net, but concentration risk and healthcare gaps still loom large for retirees. This week's Wealth Wise advice column breaks it down.
By Maurie Backman
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The $100-a-Day Retirement: 2026's Best Value DestinationsIt doesn’t take a small fortune to live affordably overseas, but it does take creativity and discipline.
By Brian O'Connell
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My Wife Was Laid Off at Age 64: 5 Questions We’re AskingEven people who work in financial services have questions when a layoff happens right before retirement. Here are five issues that need to be addressed.
By Kelly LaVigne, J.D.
