Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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What You'll Pay for Medicare in 2026Medicare premiums for 2026, as well as the costs of Parts A, B, and D, have increased. Here's how much you'll pay in 2026.
By Donna LeValley
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Why the 'Great Wealth Transfer' Could Disappoint HeirsDon't spend money you don't have. Learn why the Great Wealth Transfer might leave you with less than you think and how to plan around it.
By Donna Fuscaldo
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Why Retirees With Pensions Need Roth ConversionsRetirees with pensions and large tax-deferred accounts often find themselves pushed into permanently higher tax brackets. Here's what you can do about that.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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'What I Wish I’d Known at 45': Financial Advice from RetireesTurning 45? Retirees reveal the biggest investing, saving, and spending mistakes they made during their peak earning years—and how to fix them today.
By Donna Fuscaldo
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Should Sell Your Second Car in Retirement?Shedding an extra vehicle is easier than you think — and it could save you thousands.
By Maurie Backman
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Will a Divorce Paperwork Error Cost Your Nest Egg? Take Our QuizQuiz A divorce decree ends the marriage, but a QDRO moves the money. Test your retirement plan division readiness with our quick 10-question quiz.
By Donna LeValley
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How to Build a Financial Plan Beyond Your Retirement AccountA financial plan is designed to adapt to life changes, not market changes, helping with how assets are distributed and how withdrawals can reduce taxes.
By John Jones, CFP®, ChFC®, EA, BCP®
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Delaying Retirement Just 6 Months Can Yield an Extra $50,000. Here’s How.Working just six extra months can boost your retirement savings by tens of thousands of dollars. Here is the math behind delaying retirement.
By Donna Fuscaldo
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Are We On Track for Retirement Despite a Late Start?You don't need to cut the cable to retire comfortably. In this week's Wealth Wise advice column, advisers tell a couple with $300K saved how to catch up.
By Maurie Backman
