Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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I'm 60 with $4 million — can I have a luxury retirement?
With inflation and volatility, how careful should I be?
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The Medicare Surcharge: Test Your IRMAA Knowledge
Quiz Test your basic knowledge of the income-related monthly adjustment amount in our quick quiz.
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Nine Things You Need For a Complete Retirement Plan
Sponsored by Physicians Mutual
A successful retirement is built on a solid foundation of careful planning and self-awareness. Here are nine areas you should plan for if you want to retire with confidence.
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I'm a Financial Planner and a Parent: Here Are Five Money Habits Every Young Family Should Have
When children are young, it can be hard to meet immediate costs, let alone save for the future, but these five habits can help build lasting financial security.
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Five Early Retirement Mistakes to Avoid
These early retirement mistakes can douse your FIRE (Financial Independence, Retire Early) efforts.
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Five Reasons You Should Take Social Security At 62 (and Five Reasons You Should Wait)
There are sound reasons to take Social Security early. While many experts say it's best to wait until full retirement age to claim benefits, here are some reasons to start early.
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Quiz: Do You Know Annuities? What About Recent Student Loan Changes and Boomer Retirement Challenges?
Quiz The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about myths about annuities, Boomers' retirement reality check and OBBB changes to federal student loans.
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Want to Retire With $100K a Year? Here's How Much to Save
What "magic number" will be enough to generate $100K a year in retirement income? We do the math for you.
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Advisers Face a Fiduciary Challenge When Discussing Alternatives to Trump Accounts
While Trump Accounts offer some benefits for early savings, investment advisers need to be cautious when recommending alternatives like 529 plans or Roth IRAs, as those suggestions could create fiduciary conflicts.
