Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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10 'Treasures' Your Adult Kids Don't Want You to Pass DownFrom heirloom china to your old golf clubs, here is what your grown kids secretly wish you'd unload — just not on them.
By Bruce Horovitz
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The Social Security Number Most Couples Never Calculate"Wait until 70" is good advice on maximizing Social Security for a single person, but married couples need a different number. Do you know how to do the math?
By Hans Scheil, CFP®, CLU®, ChFC®, CASL®, CLTC®
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6 Financial Moves to Make Before the End of the YearWhy wait until December to review your financial plans? You'll have a clear enough picture of income, spending and investments to make meaningful decisions now.
By Matt Marinovich, CFP®
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How Friends Can Co-Own a Vacation HomeSet it up correctly from the start, and you can share a dream getaway with friends all the way into retirement — without risking your nest egg.
By Maurie Backman
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How to Optimize Social Security Claiming Age for Tax SavingsRather than claiming Social Security based on when you need the money, view your timing as a tax-planning tool that can help you lower your lifetime tax bill.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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The Hidden Costs Inside a 'Zero-Fee' IRASix ways "free" retirement accounts can cost you without showing it — and how to keep more of your money.
By Jacob Schroeder
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This Outdated Home Equity Rule Can Increase Retirement RiskInstead of saving home equity as a "last resort" in retirement planning, it makes sense to treat it as a strategic asset that's incorporated from the start.
By Craig Corn
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How to Talk to Your Kids About Your Will: 6 Ways to Skip the AwkwardnessIt can be hard to talk about estate planning, especially when it comes to your parents, siblings or children. Here's how to get past the awkwardness.
By Jacob Wolinsky
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Will You Pay Higher Taxes in Retirement?Your Social Security income and RMDs will most likely combine to deliver a tax torpedo, but there are ways to reduce your income in retirement to pay less tax.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
