Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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A 'Mega Backdoor Roth' Can Save Thousands More for RetirementThis Roth retirement savings strategy allows high earners to sock away up to $72,000 a year — if their workplace plan permits it.
By Adam Shell
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A 2026 Tax Playbook for High Earners: Stealth Taxes and WinsThe OBBBA set some "tax traps" that target some of the executive suite's financial perks. Here's how you can dodge those sneaky ambushes.
By Mike Palmer, CFP®
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How to Avoid the Financial Mistakes Described in 'Strangers'One of this year's bestselling books is a timely reminder of the dangers of leaving money matters solely to your partner.
By Sathya Chey Patterson, CFP®, CDFA®, CSRIC®, AIF®
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How to Talk to Your Kids About Your Will: 6 Ways to Skip the AwkwardnessIt can be hard to talk about estate planning, especially when it comes to your parents, siblings or children. Here's how to get past the awkwardness.
By Jacob Wolinsky
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7 Signs You're Ready to Retire — Even If You Don't Feel ItRetirement readiness is more about data than feelings. Focus on the hard numbers — your savings, income and debt — to determine whether you're truly prepared.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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A Financial Pro on Paying Off Your Mortgage Before RetiringYour decision will depend on several factors, such as your interest rate, the tax impact, your available deductions and your cash flow situation.
By Ben Fuchs, CFP®, CPWA®
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'Subsidized Adulting': Can You Afford to Help Your Kids?Supporting your adult kids shouldn’t mean risking your retirement. Our Wealth Wise columnist explains how to help them when times are tough.
By Maurie Backman
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5 Costly Mistakes That Can Trigger Medicare SurchargesYour income will determine how much you pay, but here are some smart strategies that can help you lower your premiums.
By Meagan Dow, CFA®, CFP®
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3 Reasons High Earners Should Revisit Their Financial PlansTechnology is changing the way financial planners work and opening new doors for high earners. Here's why you may benefit from revisiting your existing plan.
By Michael Aloi, CFP®
