Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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12 Things You Must Know About Claiming and Maximizing Your Social Security Benefits
Social Security Claiming Social Security benefits at the right time means more money for you. Here’s a guide to everything from knowing your retirement age to spousal benefits.
By Donna LeValley
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Eight Things You Must Know About Retiring to the Carolinas
retirement From the picturesque beach towns to cozy mountain communities, North Carolina and South Carolina offer retirees plenty of incentives.
By Bob Niedt
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The Rule of Retirement Inversion
The rule of retirement inversion says that to have a great retirement, you must ask yourself what would ruin a great retirement — and then plan to avoid it.
By Jacob Schroeder
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The Average Retirement Withdrawal Rate by Age
Clinging to "safe" income and hoarding your principal isn't protecting your wealth; it's shortchanging the retirement you earned.
By Donna LeValley
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How to Protect Your 401(k) in a Down Market: 7 Solutions
Use these seven strategies to safeguard your nest egg when volatility strikes. You're not powerless.
By Adam Shell
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What You Will Pay for Medicare in 2026
Medicare premiums for 2026, as well as the costs of Parts A, B, and D, have increased. Here's how much you'll pay in 2026.
By Donna LeValley
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Retiring With $500,000 to $5 Million? You Need A New Plan
Retirees with $500,000 to $5 million in assets need a different approach to keep their house and cover ever-increasing health care expenses, including long-term care, without taking too much risk and paying too much in taxes.
By Jerry Golden, Investment Adviser Representative
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Fee-Only Financial Advice: Do You Really Know What It Means?
How does fee-only financial advice differ from fee-based or commission-based advice? Knowing the difference is a critical step toward receiving unbiased help.
By David Bromelkamp
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The Little-Known Tool to Protect Your Retirement Savings in a Divorce
Learn why a divorce decree isn't enough to protect your retirement assets. You need a QDRO to divide the accounts to avoid paying penalties or income tax.
By Donna LeValley
