Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
-
The Cheapest Places To Retire in the USWhen you're trying to balance a fixed income with an enjoyable retirement, the cost of living is a crucial factor to consider. Is your city the best?
By Stacy Rapacon
-
The Social Security Bridge: How to Retire at 62 and Claim at 70Delaying your claim until age 70 locks in a permanent, lifelong pay raise. Here's your blueprint to construct an income bridge that safely funds your retirement gap years.
By Adam Shell
-
Millennials, Are You Making These Common Money Mistakes?It's easy to lose track of spending when you're focused on your family and career. But this is what you're risking when you don't save or protect your income.
By Kelsey M. Simasko, Esq.
-
Do Your Adviser's Years of Experience Hide a Proficiency Gap?Turns out, an adviser's long tenure is not a reliable indicator of their true expertise, especially in crucial areas like retirement income and tax planning.
By Jared Trexler
-
How a 'Tax Bucket List' Can Help You Plan Your RetirementWhether you realize it or not, your money is sitting in three different tax “buckets.” To save on taxes throughout retirement, make sure to fill up your tax-free bucket. Here are two ways to do that.
By Justin Biance, Certified Estate Planner
-
Should You Take Your Pension as a Lump Sum?The answer depends on multiple factors, such as what your alternative investment options would be, whether you want to leave money to a beneficiary and more.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
-
Is Your 401(k) Rollover Truly Protected in an IRA?Quiz Take our 10-question quiz see if your hard-earned nest egg is truly protected from hidden liabilities, or if you are exposed to unexpected risks.
By Donna LeValley
Quiz -
When Spouses Clash on Retirement Age: Longevity Risk vs FOMOHow can a couple get retirement timing "right" when one spouse comes from a long-lived family and the other doesn't?
By Maurie Backman
-
The Pros Outweigh the Cons of Investing in a 529This tax-advantage savings account is perfect for students.
By Lisa Gerstner
