Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
-
6 Money Habits for a Happy Marriage in RetirementFrom "money dates" to radical transparency, here's how to keep your relationship thriving in your golden years.
By Jacob Schroeder
-
Moving in Retirement for Lower Taxes: 5 Mistakes to AvoidRelocating only because of state income tax rates can backfire unless you evaluate your entire financial picture.
By Evan T. Beach, CFP®, AWMA®
-
California Dreaming About Retirement? A Guide to Costs and TaxesRetirees in California enjoy sunny days, tasty meals and more, but the state comes with some unique financial considerations. Here's a guide for DIY retirees.
By Julia Pham, CFP®, AIF®, CDFA®
-
Are You Rich? The Average Net Worth by Age Just Got an UpdateDo you have a "normal" net worth for your age? See the latest Fed data and get tips from financial advisers on growing your wealth over time.
By Adam Shell
-
Which Celebrity Are You Most Like When It Comes to Inheritance?Answer 7 quick questions to uncover which iconic approach to passing down wealth matches your personal philosophy.
By Donna LeValley
-
Should We Buy Hybrid Long-Term Care Insurance in Our 60s?Our reader wants to pay for hybrid life and long-term care policies with a pre-tax retirement account. Experts break down the numbers in this week's Wealth Wise advice column.
By Maurie Backman
-
Age 60 to 63? Here’s How to Max Out the 'Super Catch-Up' 401(k) Before 2026 EndsSponsored by Savant
Put up to $35,750 into your 401(k) by December 31. Here's how.
By Kathryn Pomroy
-
How to Encourage Young Americans to Save and InvestTwentysomethings are increasingly skeptical about homeownership and investing. But a retirement account (and the magic of compounding) could change their minds.
By Adam Bergman
-
3 Smart Ways to Delay or Defer Taxes on Your RMDsIf you don't need or want to take your required minimum distributions (RMDs), you can consider these strategies to help lower your tax bill.
By Evan T. Beach, CFP®, AWMA®
