Retirement Plans
News, insights and expert analysis on retirement plans from the team at Kiplinger.
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Why Auto-IRA Programs Could Be Retirement Game ChangersAt both the federal and state levels, efforts are underway to give workers a retirement savings boost.
By Lisa Gerstner
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Why Cash Balance Plans Aren't Gimmicks and Deserve AttentionCash balance plans are underused despite their potential to boost retirement savings and reduce tax liability for high earners. Time to give them another look.
By Omar A. Morillo, CFP®, ChFC®, AIF®
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Here Are the Huge RMDs the IRS Makes You Take When You Have $1 Million SavedIf you have $1 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdraw at ages 73, 75, 80 and 85.
By Donna Fuscaldo
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How 401(k) Savers Just Triggered a Big Market ShiftRather than running to the sidelines or moving to cash when things get bumpy, seasoned savers are building up their balances and locking in long-term security.
By Donna LeValley
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Estate Planning Checklist: 13 Smart MovesFollow this estate planning checklist to hold on to more of your hard-earned money for both you (and your heirs).
By Janet Kidd Stewart
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6 Fun (and Cheap) Ways to Stay Busy in RetirementIt's not all about the big trips and special occasions. There are plenty of ways to enjoy yourself day-to-day in retirement without breaking the bank.
By Maurie Backman
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You’ve Mastered Asset Allocation — Now It’s Time for Asset LocationIn our retirement advice column, Wealth Wise, a 66-year-old retiree learns how strategically placing your stocks, bonds, and cash can save you thousands.
By Maurie Backman
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How Roth Conversions Can Help Your Family Avoid an IRA Tax TrapYour spouse and children could be bumped into higher tax brackets if you leave them a substantial sum in an IRA. Partial Roth conversions now can help.
By Craig Kirsner, Investment Adviser Representative
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5 Costly RMD Mistakes That Will Put a Dent in Your SavingsLike your golden years, RMDs creep up on you quicker than you think. Planning ahead can prevent you (and your heirs) getting hit with penalties and extra taxes.
By Larry Martin, CFP®, ChFC®, RICP®
