Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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10 Myths About Health Savings AccountsWhen you’re choosing a health plan for the year, one option might be a high-deductible plan that makes you eligible to contribute to a health savings account.
By Kimberly Lankford
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Gen X Rethinks Retirement (Thanks, Great Wealth Transfer!)Gen Xers don't want to stay in careers that no longer align with their goals or how they want to live. The Great Wealth Transfer gives them financial options.
By Bennett Pardue, CFP®, CDFA®, Investment Adviser Representative
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When to Give Notice for Retirement: Best Timing & PitfallsSponsored by Jackson National
A long retirement notice can make things easier for your employer, but harder for you. Here's how to make your final stretch fair but not funereal.
By Jacob Schroeder
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The 13 Best Things Rich Retirees DoFrom prioritizing spending and investing to using debt wisely and developing a giving attitude, rich retirees build a roadmap for a meaningful journey.
By Kathryn Pomroy
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8 Things You Must Know About Retiring to the CarolinasFrom the picturesque beach towns to cozy mountain communities, North Carolina and South Carolina offer retirees plenty of incentives.
By Bob Niedt
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8 Signs You’ll Thrive in RetirementNot sure if you’re ready to retire? These 8 signs might reveal you’re more prepared than you realize.
By Kathryn Pomroy
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Your 10-Year Retirement Planning ChecklistKeep this 10-year retirement planning checklist on hand as you navigate saving, investing and other retirement decisions.
By David Rodeck
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Are You Retirement Savvy?Quiz Test your basic knowledge of retirement in our quick quiz.
By Donna Fuscaldo
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8 Rules for Choosing the Right Financial AdviserNot all advisers are created equal. Here's how to find one qualified to manage your wealth and protect your legacy.
By Laura Gariepy
