Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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5 Legal 'Loopholes' the IRS Wishes You Didn't Know
From opening stealth retirement accounts to strategic charitable giving, there are plenty of ways you can cut your taxes every year, and they're perfectly legit.
By Lawrence Sprung, CFP®, CEPA®
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Does Your Retirement Portfolio Resemble a Junk Drawer? Here's How to Clean It Up
This retirement planning approach simplifies your decisions, improves your tax efficiency and provides you with peace of mind. This is how it works.
By Robert Martin
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Confident Retirement Planning Starts With These 5 Habits
These habits, gleaned from a survey of financially savvy adults, can help increase your confidence and guide your planning as you head toward retirement.
By Michael Pappis, CFP®
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Retire at Sea: Why a Luxury Cruise Ship Could Be Your Dream Home
Ready to retire on a luxury cruise ship? Turn your golden years into an epic journey by calling a cruise ship home and exploring the world by sea.
By Erin Bendig
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QUIZ: Are You Ready To Retire At 60?
Are you in a good position to retire at 60? Find out with this quick quiz.
By Donna Fuscaldo
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Why Your 401(k) Gift Could Be a Retirement Trap For Your Kids
It’s natural to want to share your retirement nest egg with family. Learn how to give generously without putting your own financial security or tax bracket at risk.
By Donna Fuscaldo
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Health Care Costs: What You Can Expect to Pay and How to Save
health insurance From premiums to co-pays, health care is one savings goal you can't afford to ignore. Understanding how high-deductible health plans and HSAs work may help.
By David Jaeger, CFP®
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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
