Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Want to Retire With $100K a Year? Here's How Much to Save
What "magic number" will be enough to generate $100K a year in retirement income? We do the math for you.
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Advisers Face a Fiduciary Challenge When Discussing Alternatives to Trump Accounts
While Trump Accounts offer some benefits for early savings, investment advisers need to be cautious when recommending alternatives like 529 plans or Roth IRAs, as those suggestions could create fiduciary conflicts.
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Financial Advisers: Here's How to Help Soon-to-Be Married Clients Get Their Financial House in Order
Getting married changes a couple's life in more ways than one, so it's a good idea to discuss financial and legal issues like pre-/postnuptial agreements, estate plans and life insurance.
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It's Not Too Late for Wealth Advisers to Participate in the Silver Tsunami
With so many business-owning Baby Boomers set to retire, wealth advisers need a plan to ensure their business-owning clients and prospects become and remain their best clients.
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Why Turning 65 Isn't What It Used to Be, According to an Expert
With more than 4 million people turning 65 in 2025, an expert in psychology and aging explains why so many of them are thriving like never before.
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Five Ways to Cash In On the $6,000 'Senior Bonus' Deduction
Taxpayers age 65 and older might be able to benefit from a $6,000 'senior bonus' deduction in the next four tax years. Here are five ways to make it pay.
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Quiz: The Secrets to Aging Well: How Savvy Are You?
Quiz Test your basic knowledge of the habits that can lead to a long and healthy life in our quick quiz.
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The '100% Overwhelming' Decision: What Do You Do About Medigap?
Choosing your Medigap plan for supplemental insurance can be a complex, confusing, and costly process. Here's how to tackle the decision.
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Retirement Reality Check: The Numbers Look Bleak for Many Boomers (and What You Can Do About It)
Your retirement probably won't look like your parents' retirement, thanks in part to rising costs . Here are some ways to assess your finances to get yourself into a better financial position.
