Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
-
The Fiduciary Rule is Gone (Again): Is Your Nest Egg Safe?A court ruling means one-time IRA rollover recommendations are no longer automatically considered fiduciary advice, and savers must protect their own backs.
By Mike Palmer, CFP®
-
How a Personal Statement Can Refocus Your Blurred FinancesWhen you need clarity on your finances, taking a look at your personal financial statement is the first step to making better, more informed decisions.
By Clayton Jarrell, CFP®
-
16 Retirement Mistakes You Will Regret ForeverFrom saving too little to claiming Social Security too early, there are plenty of ways that current and future retirees can sabotage their golden years.
By Bob Niedt
-
Gift Like Buffet: Three Financial Gifts for Your Kids and GrandkidsWarren Buffet used to give his family cash for Christmas. After learning they neither saved nor invested it, he gave them something more practical.
By Donna LeValley
-
How to Max Out Your 401(k) in 2026 (New Limits are Higher)In 2026, the maximum contribution limits for 401(k) plans have increased, giving you an excellent shot at maximizing your retirement savings.
By Kathryn Pomroy
-
Time to Stop Driving? When Older Drivers Need to Hang up the Car KeysDoes your older parent or spouse need to stop driving? It's one of the hardest transitions in aging, and there's no simple fix.
By Maurie Backman
-
RMD or QCD? Take the Retirement Distribution QuizDon’t let mandatory distributions catch you off guard. Test your RMD knowledge and discover strategies to maximize your retirement income today.
By Donna LeValley
-
We Are 57 and Want to Take Two Years Off to TravelWe have saved $7 million, and our round-the-world trip will cost $800K. We both had parents who died in their 60s, so we want to travel while we are "young."
By Maurie Backman
-
How This 529 'Superfund' Strategy Can Transform Your Estate PlanThis 529 strategy — superfunding a 529 — can help you maximize savings for a child or grandchild's education expenses.
By Erin Bendig
