Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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My Husband's Dementia Puts Our Retirement Savings at RiskMy husband's new diagnosis has me reeling; how do I protect our $1.6 million savings?
By Maurie Backman
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Are You a Woman Who Has No Time for Financial Planning?Many women forgo financial planning because it's just another thing to add to their lengthy to-do list. Here's why you should bump it to the top of your list.
By Beth Bosworth, CFP®
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Think Like Warren Buffett as You Near RetirementAre you taking needless risks? It might be time for a financial check-in to see how much you really need to invest in the markets.
By Barry H. Spencer, Registered Investment Adviser
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If You're Too Rich for a Roth, Consider a Mega Backdoor RothA mega backdoor Roth IRA allows high-income earners to potentially move tens of thousands of dollars into a tax-free retirement account. This is how it works.
By Nancy Hite, CFP®, CLU®, ChFC®, RFC®
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If Not Long-Term Care Insurance, Then What?If you don't buy long-term care insurance, how can you plan to cover your long-term care needs once they (most likely inevitably) arise?
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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The Average Boomer 401(k) Balance Is Not Exactly an 'Easy Rider' TripJust as the supercool "Easy Rider" characters discovered the road could be treacherous, so too have boomers had a rocky transition to retirement.
By Adam Shell
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How Can Wealthy Homeowners Tap Into Home Equity Faster?The home equity market is evolving, creating options for affluent homeowners who want to avoid traditional means of borrowing and access capital more quickly.
By Craig Corn
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Convert a 401(k) into a Roth 401(k): An Ideal Move for High EarnersToo rich for a Roth IRA? If your company offers a Roth 401(k), you can convert your traditional 401(k) to pay lower taxes in retirement.
By Tom Taulli
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Medicare Premiums 2026: IRMAA Brackets and Surcharges for Parts B and DDo you have to pay the monthly Medicare premium surcharge this year? It depends.
By Donna LeValley
