Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Quiz: How Well Do You Understand the Social Security Earnings Test?
Quiz Test your basic knowledge of the Social Security earnings test in our quick quiz.
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Deciding on Senior Living? 10 Things You Should Know
Senior living options are no longer God's waiting room.
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Take It From a Tax Expert: The True Measure of Your Retirement Readiness Isn't the Size of Your Nest Egg
A sizable nest egg is a good start, but your plan should include two to five years of basic expenses in conservative, liquid accounts as a buffer against market volatility, inflation and taxes.
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The Rule of 1,000 Hours in Retirement
For retirees, the rule of 1,000 hours brings intention and clarity to your day. Because time is the most valuable thing you can spend.
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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.
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The Rule of 55 in a 401(k): One Way to Fund Early Retirement
The Rule of 55 lets you access your 401(k) retirement funds early. When paired with other strategies, it could help you kiss the office goodbye.
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Eight Factors to Consider When Considering a Roth Conversion
Roth conversions, which transform traditional IRAs into Roth IRAs, are a powerful retirement and tax tool. Here are eight facts to get you started.
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Estate Planning Checklist: 13 Smart Moves
retirement Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.
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How the IRS Taxes Retirement Income
Retirement Taxes It's important to know how common sources of retirement income are taxed.
Retirement Taxes
