Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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My First $1 Million: Semiretired Entrepreneur, 64, Nashville
Ever wonder how someone who's made a million dollars or more did it? Kiplinger's new My First $1 Million series uncovers the answers.
By Joyce Lamb Published
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Eight Ways Retirees Can Have Fun Despite Rising Prices
Higher prices are a bummer for everyone, but if you're a retiree or on a fixed income, how do you still have a good time without breaking the bank?
By CD Moriarty, CFP® Published
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IRMAA Could Have Surprised This Retiree: What You Can Learn
A financial adviser explains how a client could have unwittingly triggered the Medicare surcharge and what others need to know about it.
By Brandon Hill Published
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I'm 65 with $3 million saved: should I buy a vacation home?
I have my eye on a small but beautiful cottage. Will I regret tying up my money?
By Maurie Backman Published
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Social Security Strategies for High-Net-Worth People
People who don't 'need' their Social Security may consider using their benefits to manage estate taxes and long-term care expenses.
By Ash Ahluwalia, CFP®, MBA, NSSA Published
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Could Remote Work Delay Your Retirement?
Remote work is terrific for your health and income. You're also likely to retire later, which might convince your employer to let you work from home.
By Christy Bieber Published
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Retirees: Don’t Miss These Valuable State Tax Breaks in 2025
Retirement Planning Selecting the right state for retirement can significantly impact your financial well-being.
By Kelley R. Taylor Last updated
Retirement Planning -
Should You Give up a Car in Retirement?
If you own two cars, shedding one might be easier than you think. The freedom from rising vehicle expenses can bring relief to retirees.
By Maurie Backman Published
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Have You Reviewed Your 401(k) Beneficiary Designations Lately?
If you've had any life changes — marriage, divorce, a new baby or retirement — you might want to make sure your beneficiaries are in order.
By Michael Aloi, CFP® Published