Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Social Security Family Maximum Benefits: Are You Eligible?
Thanks to the family maximum benefit, when a retiree starts collecting Social Security, certain family members may also receive support. Here's a complete guide.
By Martha Shedden, CRPC®, RSSA®
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Protecting Your Nest Egg Matters as Much as Building It
Sponsored by American National
Retirement planning once focused on saving and investing. Today, protecting those savings from inflation, taxes, market volatility and rising costs is just as important.
By Paige Cerulli
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Medicare Premiums 2026: IRMAA Brackets and Surcharges for Parts B and D
Do you have to pay the monthly Medicare premium surcharge this year? It depends.
By Donna LeValley
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12 Things You Must Know About Claiming and Maximizing Your Social Security Benefits
Social Security Claiming Social Security benefits at the right time means more money for you. Here’s a guide to everything from knowing your retirement age to spousal benefits.
By Donna LeValley
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Eight Things You Must Know About Retiring to the Carolinas
retirement From the picturesque beach towns to cozy mountain communities, North Carolina and South Carolina offer retirees plenty of incentives.
By Bob Niedt
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The Rule of Retirement Inversion
The rule of retirement inversion says that to have a great retirement, you must ask yourself what would ruin a great retirement — and then plan to avoid it.
By Jacob Schroeder
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The Average Retirement Withdrawal Rate by Age
Clinging to "safe" income and hoarding your principal isn't protecting your wealth; it's shortchanging the retirement you earned.
By Donna LeValley
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How to Protect Your 401(k) in a Down Market: 7 Solutions
Use these seven strategies to safeguard your nest egg when volatility strikes. You're not powerless.
By Adam Shell
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What You Will Pay for Medicare in 2026
Medicare premiums for 2026, as well as the costs of Parts A, B, and D, have increased. Here's how much you'll pay in 2026.
By Donna LeValley
