Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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The Retirement Tax Assumption That Could Cost YouIncome from multiple sources such as pretax accounts and Social Security can result in a tax bill that might surprise you … and not in a good way.
By John Jones, ChFC®, EA, BCP®
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Your Medicare Costs Are Set to Soar Over the Next DecadeMedicare beneficiaries will face higher premiums, deductibles and surcharges starting in 2026 and continuing over the next decade. Here's what you need to know.
By Donna LeValley
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How to Retire Early in 7 StepsHere is the secret sauce for retiring early. You can try out that dream career or hobby, travel or just slow down, but be sure it's what you really want.
By Jacob Schroeder
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Want to Retire Abroad? Here Is How to Actually Make the MoveAdventure, lower costs, affordable healthcare and a richer life can all be yours overseas — but you have to nail the practical details first.
By Diane Harris
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4 Ways to Navigate the Pressures of a 30-Year RetirementBy focusing on a "preservation mindset" that balances reliable income, smart tax planning and market protection, you can build a financial strategy to help your money last as long as you do.
By Larry Martin, CFP®, ChFC®, RICP®
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How to Navigate Your Parents' Older Years as an Only ChildIf you're the only child of aging parents, decisions about care and financial affairs may fall to you. These are the risks — and the conversations to have now.
By Mary Ware, CFP®, CIMA®, CDFA®
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529 Plan vs. Roth IRA: Best Way to Pay for Grandkids' CollegeBefore you touch your retirement fund, consider how taxes and financial aid rules change the math. In this week's Wealth Wise column, we break down the right choice.
By Maurie Backman
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8 Expenses That Quietly Disappear After RetirementSignificant expenses, such as payroll taxes, often disappear the day you retire, so you probably won't need to replace as much of your salary as you thought.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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The Most Critical Moves in the 5 to 10 Years Before You RetireThe five- to 10-year period before you retire is the time to shift from the pursuit of maximum market gains and toward the creation of reliable income streams.
By Cathy DeWitt Dunn, CDFA®, FRC®
