Retirement Plans
News, insights and expert analysis on retirement plans from the team at Kiplinger.
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IRA Conversion to Roth: Rules to Convert an IRA or 401(k) to a Roth IRA
An IRA conversion can give you a leg-up in retirement with tax-free income. But proceed with caution.
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Nine Things You Need For a Complete Retirement Plan
Sponsored by Physicians Mutual
A successful retirement is built on a solid foundation of careful planning and self-awareness. Here are nine areas you should plan for if you want to retire with confidence.
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Five Early Retirement Mistakes to Avoid
These early retirement mistakes can douse your FIRE (Financial Independence, Retire Early) efforts.
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Five Reasons You Should Take Social Security At 62 (and Five 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.
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Want to Retire With $100K a Year? Here's How Much to Save
What "magic number" will be enough to generate $100K a year in retirement income? We do the math for you.
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FAFSA Advice for 2025
A new federal financial aid application drops on October 1 — and being an early bird will likely pay off.
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Why Turning 65 Isn't What It Used to Be, According to an Expert
With more than 4 million people turning 65 in 2025, an expert in psychology and aging explains why so many of them are thriving like never before.
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Five Ways to Cash In On the $6,000 'Senior Bonus' Deduction
Taxpayers age 65 and older might be able to benefit from a $6,000 'senior bonus' deduction in the next four tax years. Here are five ways to make it pay.
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Free (or Cheap) College for Seniors and Retirees in All 50 States
retirement Whether it's to complete a degree, gain new knowledge or just for fun, seniors and retirees can go or get back to school "on the cheap."
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