Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Morningstar’s 2026 Retirement Withdrawal Advice: Will It Work for Investors?
Morningstar’s 2026 guidance is out, recommending a lower withdrawal rate than the traditional 4%-a-year strategy. Researchers compared the two approaches to see how they stack up.
By Christy Bieber
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10 Things to Know About Estate Planning
Estate planning is all about taking charge of your legacy.
By David Rodeck
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Year-End Retirement Tax Planning Actions if You Have $1 Million or More
Consider implementing these four strategies before December 31 to potentially improve your tax situation for this year and the future.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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3 Year-End Tax Strategies for Retirees With $2M to $10M
To avoid the OBBB messing up your whole tax strategy, get your Roth conversions and charitable bunching done by year's end.
By Evan T. Beach, CFP®, AWMA®
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'Politics' Is a Dirty Word for Some Advisers: That's Not Cool
Your financial plan should be aligned with your values and your politics. If your adviser refuses to talk about them, it's time to go elsewhere.
By Maggie Kulyk, CRPC®, CSRIC™
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To Move Abroad, Choose an Adviser Who Sees Both Sides of the Border
Working with a cross-border financial planner is essential to integrate tax, estate and visa considerations and avoid costly, unexpected liabilities.
By Alex Ingrim, Chartered MCSI
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Average Retirement Income by Age and State
Whether you are already retired or just beginning to save, these age and state income averages offer a critical reality check to retirement savings and spending plans.
By Donna LeValley
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The Final Countdown to Retire Early in 2026: A Monthly Guide
This guide will help you retire early in 2026, with a month-to-month checklist of achievable goals. What are you waiting for?
By Jacob Schroeder
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5 Year-End Moves to Maximize Your 2025 Retirement Savings
Sponsored by Savant Wealth Management
Retirement planning is about consistency, commitment and making the most of every dollar. Here are five high-impact moves to ensure long-term growth.
By Donna LeValley
