Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Americans to Trump: Help Us Save for Retirement
With a Social Security shortfall looming and many workers struggling to save for retirement, most Americans agree: It's time for the government to step in.
By Maurie Backman Published
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My Five-Step Estate Planning Guide to Protect Your Family
A wealth adviser notes that an estate plan that covers everything from guardianship to digital assets and taxes — and is discussed openly — will give you and your family peace of mind.
By Jamie Carroll Published
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Could a Golden Visa Be Your Ticket to Retiring Abroad?
Trump and DOGE are weighing a U.S. "Gold Card" that would let the wealthy emigrate to the U.S. for a fee. But golden visas have been around for years worldwide. Here's how they work.
By Kathryn Pomroy Published
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Running Out of Money in Retirement: Nine Steps to Reduce the Risk
Quit worrying about money and enjoy a carefree retirement. Sounds good, right? Well, if you follow these nine steps from a financial adviser, you could be on your way to that goal.
By William Thatcher Published
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I'm a Financial Planner: Here Are Five Lesser-Known Ways to Avoid Estate Tax
The clock is ticking on the estate and gift tax provisions in the Tax Cuts and Jobs Act, so the sooner you act on removing assets from your estate, the better.
By Bennett Pardue, CFP®, CDFA®, Investment Adviser Representative Published
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Is a Silent Wealth Killer Stalking Your Retirement?
Poor tax planning can drain your retirement of tens or even hundreds of thousands. Stop the bleeding with a laser focus on tax efficiency.
By Connor Zimmer, CFP® Published
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Put Time on Your Side With This Simple Retirement Strategy
A financial professional recommends thinking in terms of three financial stages — active years, slower-paced years and later years — assigning each one a unique bucket of investments.
By Pete Tychsen, Investment Adviser Representative Published
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You Could Live a Century. Here's How to Plan for Your Retirement.
Your retirement planning needs a longevity check, according to a new study. Here's what you can do.
By Kathryn Pomroy Published
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Roth 401(k) vs. 401(k): Which Is Right for You?
The Roth 401(k) vs. traditional 401(k) decision can mean the difference between higher taxes now or in retirement. It's your choice.
By Adam Shell Last updated