Retirement Plans
News, insights and expert analysis on retirement plans from the team at Kiplinger.
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65 or Older? Cut Your Tax Bill Before the Clock Runs OutThanks to the OBBBA, you may be able to trim your tax bill by as much as $14,000. But you'll need to act soon, as not all of the provisions are permanent.
By Spencer Ford
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4 Ways Washington Could Put Your Retirement at RiskLegislative changes, such as shifting tax brackets or altering retirement account rules, could affect your nest egg, so it'd be prudent to prepare. Here's how.
By J. Burke "J.B." Howard
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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.
By Kathryn Pomroy
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Trump's First Year and Your Retirement: 8 Changes to KnowFrom 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 IRAIncluding 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 PlanningFinding 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 RetirementReport 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 RetirementThe 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
