Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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How to Position Your Business for a Lucrative Exit Despite Private Equity's Slowdown
As private equity firms seek strongly performing companies, crafting a narrative about your business' high-quality assets and future opportunities can make a lucrative sale possible.
By Kaleb J. Lilly, CPA Published
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I’m 57, with $1.8 million saved, and want a low-stress job for the next decade. My wife says keep cranking and retire at 62 instead. Who’s right?
We asked expert wealth planners for advice.
By Maurie Backman Published
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To Downsize or Not to Downsize? That is the Retirement Question
Where to Retire For some retirees, a bigger home is better.
By Robyn A. Friedman Published
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1031 Exchanges Aren't Just for Big Real Estate Deals: An Expert's Playbook for Regular Property Owners
One of the biggest mistakes property owners make is not realizing they're eligible for tax deferral through a Section 1031 like-kind exchange.
By Jill Jones, General Counsel Published
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Retiring in 2035? Here's What Your First Day Could Look Like
Your 2035 retirement isn't just a date. It's a day in your life. Here's what your future self might do on the first day and how retirement will have changed.
By Jacob Schroeder Published
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A New Guide to Choosing Where to Retire
Where to Retire A comprehensive guide to deciding where is the best place for you to retire.
By Mallika Mitra Published
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Timing Your Retirement: A Financial Professional's Guide on When to Say When
First, ask yourself what kind of retirement you want: big and splashy or simple and sweet. Then you can run the numbers to help choose just the right moment.
By Mark Marrazzo Published
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Three Common Social Security Myths in 2025: A Retirement Strategist Explains What You Need to Know
Taxes on benefits haven't been eliminated, and based on current projections, the program isn't going bankrupt. Understanding the truth about Social Security and knowing what you can control can help you better prepare for retirement.
By Katherine Tierney, CFA®, CFP® Published
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Five Tips to Get Your Estate Plan In Order Now
Get your estate plan in order before the year is over with these five tips.
By Donna Fuscaldo Last updated