Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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The 'Wait-to-Win' Rule of Retirement Can Add $1,100 to Your Monthly CheckHow trading your savings today will give you a permanent raise tomorrow.
By Donna Fuscaldo
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Why I’m 'Phone-Proofing' My Life Before I RetireOlder adults spend more time on screens than any other age group — and retirement may not change that. Here's how to reduce screen time and enjoy a fuller life.
By Jacob Schroeder
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The Average Millennial 401(k) Balance is Not 'Superbad'Millennials may not have saved enough for retirement, but how bad can it be if your fake ID name is "McLovin"?
By Adam Shell
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How Smart Is Your Gifting Strategy? Take Our Grandparents' Legacy QuizAre you maximizing the legacy you’ll leave behind? Take our 10-question quiz to evaluate your strategy today.
By Donna LeValley
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Should You Relocate to a New State for Retirement? A ChecklistThe decision to move to a different state should balance financial issues with the lifestyle you want, rather than simply choosing a low-income-tax state.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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These 4 Spending Mistakes Can Derail Your Retirement PlanMany plans focus on how much has been saved, but it's how much you spend that ultimately determines whether your plan works.
By Michael Pappis, CFP®
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The 80% Rule of RetirementThe 80% rule promises a comfortable lifestyle in retirement. Does it deliver, or should it go the way of paper checks and landline phones?
By Jacob Schroeder
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Retirement Tax Breaks That Could Cut Your Tax Rate in HalfIncorporating housing wealth and lifetime annuities in your retirement income plan can offer a significant tax-cost advantage over an investment-only plan.
By Jerry Golden, Investment Adviser Representative
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The 'Take That Uncle Sam' Rule of Retirement SpendingHere's how to reduce your tax bill when you withdraw money in retirement.
By Donna Fuscaldo
