Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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7 Assets to Leave Out of Your Roth IRA
Instead of treating your Roth IRA as "the best account" for everything, consider keeping these seven assets in accounts with better tax benefits or flexibility.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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Is Your Financial Adviser's Fee Model Outdated?
Your adviser probably uses technology that lets them manage your portfolio at the touch of a button, so why haven't they updated how they charge for their work?
By Mike Decker, NSSA®
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We Will Inherit $3 Million: Can We Retire Now?
We're 60 with $550K saved. We know we'll inherit when my elderly father passes away. Can we retire now, even though we can't technically afford it?
By Maurie Backman
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How to Tackle the Nowhere-to-Be Thing in Retirement
Too much free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?
By Phil Wright, Certified Fund Specialist
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3 Questions That Reveal if You’re Actually Ready to Age in Place
Is your "forever home" actually a "Peter Pan house?" The age-in-place dream often hits these three unexpected roadblocks.
By Donna Fuscaldo
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Quiz: Is Your Retirement Savings on Track at Age 50 to 55?
Find out if your retirement savings are on track with our quick quiz.
By Donna Fuscaldo
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What Is the Magic Number You Need to Retire Comfortably?
The dream of retiring comfortably remains a tough goal to hit. Do you have enough socked away?
By Kathryn Pomroy
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Inheriting an IRA? The 3 Decisions That Could Cost You Thousands
Don'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 Stocks
We 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
