Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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3 Estate Planning Strategies That Thrive in Volatile Markets
From GRATs to Roth conversions, learn how to leverage market swings to protect your family’s future wealth.
By Donna Fuscaldo
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The '120 Minus You Rule' of Retirement
The '120 Minus You Rule' updates an older retirement rule, with a twist. Here's a better way to construct your retirement portfolio.
By Jacob Schroeder
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Why After-Tax Returns Are the Only Returns That Matter
Building lasting wealth depends less on high returns and more on optimizing the structure of your portfolio to minimize taxes. That can cost you over time.
By Kelly Ann Winget
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3 Financial Hurdles Coming Up for Women: How to Overcome Them
From the widow's penalty to higher health costs, women will encounter a host of money worries over the course of a lifetime. You need a robust financial plan.
By Tony Drake, CFP®, Investment Advisor Representative
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Should we fund our grandchild's 529 or our retirement?
We're 54 with $1.8 million saved. My wife wants to start a college fund for our grandchild, but I think we should keep funding our retirement. Who is right?
By Maurie Backman
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Are Annuities Safe? An Industry Expert Explains the Risks
Different types offer different levels of potential risk. Here's how to choose wisely, from an annuities pro.
By Ken Nuss
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Nearing Retirement? Why 'Refirement' Is a Better Philosophy
Get fired up about your upcoming retirement by reframing this new chapter of life as a chance to redeploy your purpose, rather than retreat from it.
By Hilton Lamprecht
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5 Ways to Create Your Retirement Paycheck Without the Stress
The most resilient income plans layer multiple sources of predictable income and growth-oriented assets to help ensure cash flow and long-term flexibility.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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In or Near Retirement? 4 Recent Tax Changes You Need to Know
The tax landscape has changed yet again, thanks to the OBBBA and SECURE 2.0, and four developments are particularly important for anyone in or near retirement.
By Evan T. Beach, CFP®, AWMA®
