Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Find Joy and Meaning When You Want to Retire — But Can’t Yet
For Gen X, delaying retirement can be an opportunity to pilot-test your second act, plan for your inheritance and structure trusts for your kids.
By Jacob Schroeder
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5 Retirement Myths to Drop (and How to Plan for the Reality)
Separating facts from fiction is an important first step toward building a retirement plan that's grounded in reality and not based on incorrect assumptions.
By Robby J. Graham, CFP®, CPA
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QUIZ: Are You Ready To Retire At 55?
Quiz Are you in a good position to retire at 55? Find out with this quick quiz.
By Donna Fuscaldo
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The Key to Enjoying Retirement With Confidence
A resilient retirement plan is a flexible framework that addresses income, health care, taxes and investments. And that means you should review it regularly.
By Chris Wootton, ChFC®
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Your State (and Trump) Wants to Help You Save for Retirement. Here's How
Maximize your retirement savings by setting up a state-sponsored auto-IRA. With Trump's newly announced plan, you might get a match on 401(k) funds in 2027.
By Christy Bieber
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How Medicare Advantage Costs Taxpayers — and Retirees
With private insurers set to receive $1.2 trillion in excess payments by 2036, retirees may soon face a reckoning over costs and coverage.
By Elaine Silvestrini
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Why Do People Retire in Florida? 9 Things You Must Know
Attention Florida-bound retirees: There's more to the Sunshine State than Disney, golf and beaches.
By Bob Niedt
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Your 'Buy and Hold' Retirement Strategy Needs an Update Now
Once you're retired, your focus should shift from maximum growth to strategic preservation and purposeful planning to help safeguard your wealth.
By Steven Kao, MBA, CAIA
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Your Retirement Age Is Just a Number: Today's Retirement Goal Is 'Work Optional'
Becoming "work optional" is about control — of your time, your choices and your future. This seven-step guide from a financial planner can help you get there.
By Philip G. Palumbo, CFP®
