Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Missed Medicare Open Enrollment? Here Are Your Options
There are limited ways you can change your Original Medicare elections after annual open enrollment has closed.
By Donna LeValley
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I'm a Federal Benefits Pro: I Answer These 2 Questions a Lot
Many federal employees ask about rolling a TSP into an IRA and parsing options for survivor benefits, both especially critical topics.
By Michael Martin, Investment Adviser Representative, ChFEBC℠
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5 RMD Mistakes That Even Seasoned Retirees Can Make
The five biggest RMD mistakes retirees make show that tax-smart retirement planning should start well before you hit the age your first RMD is due.
By Jeremy Keil, CFP®, CFA®, CKA®
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Guiding Principles of Retirement Planning With $10K or $10M
Regardless of your net worth, you deserve a detailed retirement plan backed by a solid understanding of your finances.
By Steve Myers
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Retirement Triple Play: 3 Tax Breaks to Lower Your 2026 Bill
Good news for older taxpayers: Standard deductions are higher, there's a temporary "bonus deduction" for older folks, and income thresholds have been raised.
By Michael Greenlund
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10 New Year's Resolutions for Retiring in 2026
Sponsored by Physicians Mutual
These New Year's resolutions will help you retire in 2026 with confidence in your financial strategy.
By Adam Shell
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Think You Know How to Be Happy in Retirement? These 9 Stats Might Surprise You
When it comes to your retirement happiness, don't believe everything you hear. We've turned to solid research for the facts on finding your bliss in retirement.
By Jacob Schroeder
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If You're Retired or Soon to Be, Don't Miss These Tax Breaks
The OBBB offers some tax advantages that are particularly beneficial for retirees and near-retirees. But they're available for only a limited time.
By Alex Angst
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Waiting to Retire to Give to Charity? 3 Reasons to Do It Now
You could wait until retirement, but making charitable giving part of your financial plan now could be far more beneficial for you and the causes you support.
By Robert Gorman
