Retirement Plans
News, insights and expert analysis on retirement plans from the team at Kiplinger.
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5 Retirement Savings Strategies Beyond Your 401(k) MatchFrom HSAs to backdoor Roths and even taxable brokerage accounts, there are plenty of ways to boost retirement savings once you've hit your full 401(k) match.
By Michael Pappis, CFP®
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6 Assets You Should Sell First in Retirement (If You Need the Cash)Why tapping taxable brokerage accounts, lifestyle vehicles, and whole life policies beats raiding your traditional 401(k).
By Donna Fuscaldo
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Roth IRAs: Convert an IRA or 401(k) to a Roth IRAAn IRA conversion can give you a leg-up in retirement with tax-free income. But proceed with caution.
By Maurie Backman
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Why Your Pension Likely Means You’ll Pay Taxes in RetirementEighty percent of retirees pay $0 in federal income taxes, but since you have a pension, you're likely in the 20% who will pay taxes. What you can do about it.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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How Your Financial Decisions Can Ripple Through RetirementEven something as simple as buying a new car can have wide-ranging consequences. This metaphor can help you understand your options.
By Myles J. McHale, Jr. AIF®, CRPP®
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Use the 'Newton Rule' to Grow Your 401(k) Retirement SavingsHarnessing Sir Isaac Newton's rule in retirement can boost your 401(k) savings while you chill.
By Christy Bieber
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Should You Convert Your Traditional 401(k) to a Roth?Too rich for a Roth IRA? If your company offers a Roth 401(k), you can convert your traditional 401(k) to pay lower taxes in retirement.
By Tom Taulli
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5 Reasons You Should Take Social Security At 62 (and 5 Reasons You Should Wait)There are sound reasons to take Social Security early. While many experts say it's best to wait until full retirement age to claim benefits, here are some reasons to start early.
By Kathryn Pomroy
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Married and Retiring? Here's How to Claim Thousands More in Social Security BenefitsBoth spouses can receive Social Security based on their individual earnings records and at what age they claim benefits
By Kathryn Pomroy
