Retirement Plans
News, insights and expert analysis on retirement plans from the team at Kiplinger.
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Should You Start a Business in Retirement? Here's What You Need to Know
Whether you've always wanted to own your own company or just want to stay active or have more retirement money, starting a business in retirement is possible. Here's what to consider.
By Maurie Backman Published
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13 Smart Uses for Your Tax Refund
tax refunds If you have a refund check coming your way, consider using it to bolster your personal balance sheet.
By Carla Ayers Last updated
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Inherited IRA Pitfalls to Avoid
Don't get hit with a big tax bill thanks to an inherited IRA. Learn the rules and save.
By Donna Fuscaldo Last updated
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Five Reasons to Take Social Security Early (and Five Reasons to 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 Last updated
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Is Your IRA Protected in a Bankruptcy?
Can creditors take some or part of your IRA funds if you file for bankruptcy? Learn more about the federal protections that exist and to what extent they protect your IRAs.
By Donna LeValley Published
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My Husband Is Terrible With Money. I Worry He'll Quickly Spend Our $1.3 Million Nest Egg. We are 62, But How can I Ever Retire?
We asked expert financial advisers and therapists to weigh in.
By Eileen Ambrose Published
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Roth Conversion in a Down Market: Is it Right For You?
Facing a future tax hit on your retirement savings? A Roth conversion may be a way to lower the taxes you owe.
By Donna Fuscaldo Published
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Taxes in Retirement: What ESOP Participants Need to Know
Most Employee Stock Ownership Plans (ESOP) participants transfer company stock to an IRA starting around age 55, so taxes on that money have been deferred.
By Peter Newman, CFA Published
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What Is an IRA and Which Type is Best for You?
An Individual Retirement Account (IRA) is a tax-advantaged savings account to help you boost your nest egg. Learn which type of IRA is best for you.
By Tom Taulli Last updated