Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Retirement Savings on Track? How Much You Should Have by 55 and 60
A new guide can help older Gen Xers determine whether they have saved enough for a retirement pegged to their income level.
By Donna Fuscaldo Last updated
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Retirement Savings on Track? How Much You Should Have by 50 and 55
See how your retirement savings compare to this Wall Street guide for people aged 50 and 55, ranked by income.
By Donna Fuscaldo Last updated
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The Rule of 55: One Way to Fund Early Retirement
The Rule of 55 lets you access your retirement funds early. When paired with other strategies, it could help you kiss the office goodbye.
By Jacob Schroeder Last updated
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Five Reasons Roth Conversions and Pensions Work Well Together
This financial planner unpacks why Roth conversions can save you big-time on taxes if you're a retiree with a pension.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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How to Apply for Social Security Retirement Benefits
There are two ways to apply for Social Security retirement benefits.
By Donna LeValley Last updated
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What You Expect in Retirement vs What You Get: Where Reality Can Surprise You
A financial planner explores how your expectations for retirement can greatly differ from reality — and how you can plan for that.
By David Blanchett, PhD, CFA, CFP® Published
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'The Best Is Yet to Come' — Four Things You Gain in Retirement
Retirement should be a time of exploration, expansion and delight. So if you've done your planning well, enjoy these four retirement perks.
By Maurie Backman Published
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Thinking About Buying a Boat? 10 Things to Know First
Planning on buying a boat in retirement? Think of it as a hole in the water you dump money into, says one expert. But it's not all bad.
By David Rodeck Published
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Missed Medicare Open Enrollment? Here Are Your Options
There are limited ways you can change your Original Medicare elections after annual open enrollment has closed.
By Donna LeValley Last updated