Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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How IRAs Impact Social Security
Do your traditional IRA distributions count as income that could lower your Social Security benefits? It depends.
By Tom Taulli
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My wife wants us to retire at 65 for Medicare, but I'm ready now.
I'm 62 and want to retire, travel and have fun, but my wife says we should get Medicare first. We ask wealth advisers for help.
By Donna Fuscaldo
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4 Pro Tips for Successfully Scaling the Medicare Mountain
Attempting to conquer Medicare without a plan is risky. The safest route requires a thorough understanding of your options and never leaves decisions to chance.
By Cathy DeWitt Dunn, CDFA®, FRC®
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How Smart Retirees Turn a Second Home Into a Financial Asset
Buying a second home during retirement, especially if your savings are solid, can improve your lifestyle or be a strategic financial choice. But it requires meticulous planning.
By Kathryn Pomroy
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What is the IRMAA (Income-Related Monthly Adjustment Amount)?
IRMAA is a surcharge added to your Medicare Part B and Medicare Part D prescription drug coverage premiums if your income is above a certain level. Here's what you need to know.
By Donna LeValley
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Why 'Locking' Your Social Security Number Is the New Credit Freeze
Here is how to keep your Social Security number private in an age of aggressive cybercriminals.
By Donna LeValley
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These Retirement Planning Steps Protect the Life You Want
This kind of planning focuses on the intentional design of your estate, philanthropy and long-term care protection.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®)
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'Fee-Only' and 'Fiduciary': Why You Must Know the Difference
The terms fiduciary and fee-only are not interchangeable. Knowing the difference ensures investors get the advice and the consumer protection they need.
By David Bromelkamp
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Estate Planning Checklist: 13 Smart Moves
retirement Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.
By Janet Kidd Stewart
retirement
