Retirement Plans
News, insights and expert analysis on retirement plans from the team at Kiplinger.
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The 'Take That Uncle Sam' Rule of Retirement Spending
Here's how to reduce your tax bill when you withdraw money in retirement.
By Donna Fuscaldo
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Qualify for Roth IRA Contributions by Lowering Your Income
401(k)s If your income is just above the cutoff (MAGI) to qualify for Roth IRA contributions, these strategies will help you meet it and lower your taxes.
By Kimberly Lankford
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Trump's First Year and Your Retirement: 8 Changes to Know
From investment returns to Social Security, Trump's first year has changed your retirement. Here's what to expect in 2026.
By Adam Shell
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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.
By Kathryn Pomroy
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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. Here's how to avoid sketchy ones and unearth the truly great advisers.
By Adam Shell
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The Real Cost of Funding Adult Children: Postponing Retirement
Report shows that nearly one-third of American parents support their adult children financially.
By Kathryn Pomroy
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Are You a Retirement Millionaire Too Afraid to Spend?
Don't let regret haunt you. Here are six ways to safely enjoy your sizable retirement nest egg.
By Donna Fuscaldo
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The Rule of 240 Paychecks in Retirement
The Rule of 240 Paychecks can help you plan for a lifetime of withdrawals. Because, like any good boss, you need to pay yourself wisely.
By Jacob Schroeder
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How to Minimize the Damage of Bad Market Timing at Retirement
Poor investment returns early in retirement on top of withdrawals can quickly drain your savings. The ideal plan helps prevent having to sell assets at a loss.
By Tommy Snyder
