Retirement Plans
News, insights and expert analysis on retirement plans from the team at Kiplinger.
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The 'Florida Flip' for Roth Conversions and Lower RMDsStaring down a massive RMD tax bill at age 75? Relocating to a zero-tax state for a few years could slash your Roth conversion costs. Just beware of the pitfalls.
By Maurie Backman
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6 Early Retirement Mistakes to AvoidThese early retirement mistakes can douse your FIRE (Financial Independence, Retire Early) efforts.
By Jacob Schroeder
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How to Hit the $24,500 401(k) Limit in the Next 6 MonthsDon't leave money on the table. If you want to maximize your retirement savings this year, it's time to adjust your paycheck math right now.
By Kathryn Pomroy
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I'm a Retirement Coach: Why 'Healthy Fear' is Good For Your FutureRetirees worry about outliving their money, burdening their children, or making the wrong market move. But the right kind of fear can lead to better planning — and more peace of mind.
By David Conti, CPRC
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5 Assets You Should Sell First in Retirement (If You Need the Cash)Don't raid your nest egg for unexpected bills. From brokerage accounts to underutilized lifestyle vehicles, here is how to unlock cash without jeopardizing your future.
By Donna Fuscaldo
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New RMD Rules: Starting Age, Penalties, Roth 401(k)s, and MoreRMDs The SECURE 2.0 Act made major changes to rules for required minimum distributions (RMDs) — are you up to speed?
By Rocky Mengle
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Retirees are Loading Up On Stocks: Is That Wise or Risky?Many older savers are breaking the "golden rule" of retirement investing. Is your 401(k) taking on too much risk?
By Adam Shell
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3 Reasons Kiplinger Readers Love UBS Wealth ManagementKiplinger readers selected UBS Wealth Management as their top wealth management firm in 2026.
By Sean Jackson
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How Has Retirement Changed in the Last 50 Years? Take Our QuizQuiz Test your knowledge on how American retirement has transformed since 1976.
By Donna LeValley
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