Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Inheriting an IRA? The 3 Decisions That Could Cost You ThousandsDon't get hit with a big tax bill thanks to an inherited IRA. Learn the rules and save.
By Donna Fuscaldo
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My Husband Wants Half Our Retirement Portfolio in StocksWe just retired at 67 with $4.1 million. My husband wants to keep 50% of our investments in stocks. I say it's not worth the risk. Who's right?
By Maurie Backman
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Are You Ready to Go Upmarket? What Advisers Need to KnowIf you're already serving mass-affluent clients, moving into the high-net worth arena may seem like the natural progression. But it's not always that simple.
By Ben Sullivan, CFA®, CFP®
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Retiring Without a Partner? How Singles Can Maximize Their SavingsRetirement can be expensive, especially when you do it alone. But there are ways to maximize your retirement savings even when facing your second act without a partner.
By Kathryn Pomroy
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Why More People Fear Going Broke in Retirement Than DyingInflation, taxes and Social Security are the three top concerns for retirees, according to the 2025 Allianz Annual Retirement Study
By Kathryn Pomroy
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Are You Looking for Financial Advice or Just Validation?Good communication between clients and their advisers starts with one simple question: Do you want hard truths and real analysis, or just a sounding board?
By Andrew Rosen, CFP®, CEP
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The Average Gen X 401(k) Balance Kind of BitesGen X, the first generation to rely on 401(k)s to build and grow a nest egg, is nearing retirement. There's a hefty shortfall between the "magic number" for retiring and Gen X savings.
By Adam Shell
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Are You Rich? The Average Net Worth by AgeAre you beating your peers on average net worth? Get tips from financial advisers on how to grow your wealth over time.
By Adam Shell
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Should I Take Out a Loan From My $1.5 million 401(k)?We asked a wealth planner if borrowing from a 401(k) for a home improvement project would throw a retirement plan off course. The answer may surprise you.
By Donna Fuscaldo
