Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Do You Believe You Can't Retire? You Need to Read This
Americans often delay or redefine retirement because they have a lack of clarity and confidence in their financial plan. Here's how you can fix that.
By Pam Krueger
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A Financial Survival Guide for the Sandwich Generation
People in their 40s can find their finances stretched as they care for children and aging parents. Here are some strategies to help with competing priorities.
By Shane W. Cummings, CFP®, AIF®
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Approaching Retirement? You May Be Taking on Too Much Risk
Pre-retirees in the critical "retirement red zone" often take on significantly more risk than they want or are comfortable with. Here's how to fix that.
By Andrew M. Costa
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Retirement Is Like Everest: The Ascent Isn't the Only Risk
The real risk in retirement is failing to plan for the "descent" — the psychological and lifestyle changes that occur after you reach your financial goals.
By Richard P. Himmer, PhD
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Claiming Social Security: 7 Tools and Rules for DIY Investors
Deciding when to claim Social Security is tricky — and the wrong decision can be costly. DIY investors shouldn't leap in without these tools and rules.
By Vincent Birardi, CFP®, AIF®, MBA
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QUIZ: Are You Ready To Retire At 65?
Are you in a good position to retire at 65? Find out with this quick quiz.
By Donna Fuscaldo
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What Is the Magic Number You Need to Retire Comfortably?
The dream of retiring comfortably remains a tough goal to hit. Do you have enough socked away?
By Kathryn Pomroy
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5 New Retirement Rules Taking Effect in 2026
Sponsored by American National
Retirement planning in 2026 comes with new contribution limits, tax breaks and health care changes. Here's what savers and retirees need to know.
By Jacob Schroeder
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6 Myths About Downsizing in Retirement
Dreaming of selling your home, downsizing to a smaller one, and investing the extra cash for income when you retire? The profit you pocket may be less than what you expect. Here's why.
By Kathryn Pomroy
