Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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The Secret to Retirement Confidence Isn't Net WorthMore retirees are afraid of outliving their savings. Why the problem might not always lie in their savings. Here's how to turn your wealth into reliable income.
By Cathy DeWitt Dunn, CDFA®, FRC®
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Shield Your Assets Before the 5-Year Medicaid Clock Runs OutThis trust safeguards your life savings from high long-term care costs while maintaining your eligibility for government benefits.
By Jeffrey M. Verdon, Esq.
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They Retired With $10 Million. Should They Invest Aggressively?In this week's Wealth Wise advice column, experts explain why you don't have to play it safe if your income is secure and you're investing for your heirs.
By Maurie Backman
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Are You Rebalancing Your Portfolio for a Good Reason?Inflation, volatile markets and news from the Middle East have many feeling the need to make changes, but acting on impulse is unlikely to lead to success.
By John M. Boccio
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How to Turn Your RMD Into a Smart Tax StrategyRequired minimum distributions can be used as a tool to help lower your tax bill, smarten your charitable giving and keep your retirement strategy on track.
By Jonathan I. Shenkman, AIF®
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How to Fact-Check AI Financial Advice in 7 StepsAI chatbots can offer quick retirement insights, but can also provide outdated figures. Always double-check their advice before making financial decisions.
By Anthony Martin
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Rate Hikes Are Back: What It Means for RetireesRetirees could take advantage of better yields on cash and annuities while paying down variable debt and navigating a tougher housing market.
By Evan T. Beach, CFP®, AWMA®
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Retiring Abroad Sounded Good — Until I Realized What I’d Be Giving UpFrom healthcare logistics to social ties, here's why staying in my longtime home won out over a tropical move.
By Sandra Block
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Retirement Planning Strategies for WomenWomen can find it hard to take center stage in their own retirement plan. Here's how to take care of those you love while building a life you love, too.
By Misty Stoddart
