Retirement Plans
News, insights and expert analysis on retirement plans from the team at Kiplinger.
Explore Retirement Plans
Latest
-
Will Taxes Shred Your 401(k) or IRA During Your Retirement? It's Very Likely
Conventional wisdom dictates that you save in a 401(k) now and pay taxes later, but turning that rule on its head could leave you far better off. A financial planner explains why.
-
What You're Losing if You Cut Back on 401(k) Contributions
Missing out on the benefits of the employer match and compounding growth could force you to work longer and lower your standard of living in retirement. Here are some alternative options.
-
How to Roll Over a 401(k) in Five Steps
Here's how to roll over a 401(k) to a traditional IRA, Roth IRA or even to a Roth 401(k).
-
Convert a 401(k) into a Roth 401(k): An Ideal Move for High Earners
Too rich for a Roth IRA? If your company offers a Roth 401(k), you can convert your traditional 401(k) to pay lower taxes in retirement.
-
6 Steps to Protect Your Retirement Savings
Don't let a shaky economy and volatile market derail your retirement. These moves will help ensure your money lasts as long as you do.
-
You're High-Net-Worth: Should Your Retirement Savings Be in a Swiss Bank?
Swiss banks have long been a haven for the wealthy. Here's how to safeguard your retirement account in a Swiss bank — and whether you should.
-
Married and Retiring? Here's How to Claim Thousands More in Social Security Benefits
Both spouses can receive Social Security based on their individual earnings records and at what age they claim benefits
-
When to Apply for Social Security Payments? Your Age Matters
Do you know when to apply for Social Security benefits? What's the best age to start receiving monthly payments? Part of the answer lies in your birth year.
-
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.
