Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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The Disinheritance Quiz: 10 Questions to Protect Your Final WishesQuiz From second marriages to special needs trusts, test your disinheritance strategy with our 10-question quiz to prevent family feuds.
By Donna LeValley
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5 Hidden Costs of Aging in Place — Even With No MortgageThink paying off your mortgage means a cheap retirement? From home modifications to maintenance, these sneaky aging-in-place costs can derail your retirement.
By Donna Fuscaldo
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How Hackers Target Your Retirement SavingsHackers are targeting your retirement savings — and they need little more than your email account or cellphone number to gain access. Here's how to stay safe.
By Shane W. Cummings, CFP®, AIF®
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Why Do These 5 Milestone Ages Matter in Retirement Planning? Take Our QuizQuiz You probably know your full retirement age, but do you know these other milestone ages — and why you should pay attention to them as you plan for retirement?
By Charlotte Gorbold
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13 Things Every Retiree With a Pension Must Know About TaxesIf you're a retiree with a pension, treating taxes as a core part of your retirement strategy is the best way to keep your income sustainable for the long haul.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Sitting on a 401(k) Fortune? Why You Should Stop Fearing and Start SpendingMany 401(k) millionaires fear running out of money in retirement. But they don't have to if they follow these six strategies.
By Donna Fuscaldo
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Roth Conversion Strategy for High Earners Approaching RMDsDiscover how a 69-year-old engineer can successfully convert a $1.2 million IRA to a Roth before RMDs begin. Learn about IRMAA, tax issues and legacy planning.
By Maurie Backman
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Is a 60/40 Portfolio Too Aggressive in Your Seventies?Generous pensions can act as a safety net, but concentration risk and healthcare gaps still loom large for retirees. This week's Wealth Wise advice column breaks it down.
By Maurie Backman
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The $100-a-Day Retirement: 2026's Best Value DestinationsIt doesn’t take a small fortune to live affordably overseas, but it does take creativity and discipline.
By Brian O'Connell
