Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Medicare Premiums 2026: IRMAA Brackets and Surcharges for Parts B and D
Will you have to pay the monthly Medicare premium surcharge next year? It depends.
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You Don't Need a Billion to Retire in the Hamptons: Finding the Right Town for Your Budget
Yes, it's favored by the rich and famous, but retiring in the Hamptons may not be out of your league. Here's a guide to affordability and and who is happiest living there.
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Is Fear of Social Security Running Out of Money Hurting You?
Bipartisan collaboration on a mix of reforms will likely be needed to keep the system solvent and benefits intact.
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Gen X Turns 60: It's Time to Remix Your Retirement Playlist
If you want a worry-free retirement, you can't keep playing the same old song. You need to freshen up your financial strategies, as well as your music.
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This 3-Part Retirement 'Crash Plan' Helps Cushion Turbulence
Having a plan ready to go when markets get wild — covering how you'll handle income, rebalancing and taxes — can be the ultimate retirement secret weapon.
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Here's How to Plan This Year's Roth Conversion
While time is running out to make Roth conversions before the end of the taxable year, consider taking your time and developing a long-term strategy.
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Four Times You Need a Second Opinion on Your Financial Plan
Is your financial plan fit for purpose — or is your adviser peddling an outdated strategy? When you see these red flags, it's time for a second opinion.Evan
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The Average Social Security Check in Every State
Do you live in this New England state with the heftiest check? Your Social Security benefit can be affected by where you live.
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How to Calm Your Retirement Nerves When It's Time to Spend
Transitioning from saving to spending in retirement can be tricky, but devising a strategic plan can help ensure a smooth and worry-free retirement.
