Retirement Plans
News, insights and expert analysis on retirement plans from the team at Kiplinger.
Explore Retirement Plans
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Living Solely on Investment Income in Retirement: Just a Fantasy?
Relying only on investment income from your portfolio is achievable for high-net-worth individuals and those with the right mix of investments. Is it for you?
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Retirement Savings on Track? How Much You Should Have by 50 and 55
See how your retirement savings stack up compared to this Wall Street guide, ranked by age and income.
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The 25 Best No-Load Mutual Funds You Can Buy
mutual funds The key to building wealth long-term is buying high-quality, no-load mutual funds run by seasoned stock pickers. Here are our favorites.
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Four Reasons to Roll Over Your 401(k) into an IRA (And Four Reasons Not To)
401(k)s We tell you when it makes sense to move your 401(k) account to an IRA — and when it’s smart to stay put.
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Five Easy Ways to Jumpstart Retirement Planning
Procrastinating when it comes to saving for retirement is all too common. But stalling for too long will hurt your long-term financial security. Here are five tips to break the cycle.
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Seven Moves for High-Net-Worth People Before End of 2025
It's time to focus on how they can potentially reduce their taxes, align their finances with family goals and build their financial confidence for the new year.
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How to Find a Financial Adviser for Retirement Planning
Finding the right financial adviser for retirement planning can save you time and money in the long run. A good adviser can also help you retire with confidence.
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10 Reasons to Leave Your Heirs a Roth IRA
Including a Roth IRA in your estate plan has clear tax advantages, which can be passed along to your heirs for years. But if passed down incorrectly, your heirs won’t reap the full benefits.
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Backdoor Roth IRAs: Help Your Kids Keep More of Their Inheritance
Converting to a backdoor Roth IRA via an IRS "loophole" is an estate planning tool that gives heirs tax-free income in retirement. It can help you, too.
