Retirement Plans
News, insights and expert analysis on retirement plans from the team at Kiplinger.
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The 12 Travel Tips Every Retiree Needs to Know
Travel in retirement is a dream for many people. Here are 12 tips to make the reality of it more enjoyable.
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Is the One Big Beautiful Bill Really All That Great for Your Retirement?
While tax cuts sound attractive, it's still wise to plan ahead for retirement by considering strategies like Roth conversions to offset potential tax increases in the future and stealth taxes that could surprise you.
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I’m Not Worried About Saving for Retirement; I’ll Just Work Forever. What Can Go Wrong?
Here's why that approach to saving for retirement doesn't always work out.
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Your State Wants to Help You Save for Retirement. Here's How
Maximize your side hustle by saving for retirement through a state auto-IRA. You might even get matching funds from a federal program in 2027.
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How to Calculate RMDs (Required Minimum Distributions)
Tools Understand when and how to calculate RMDs and avoid stiff penalties from your tax-deferred IRA.
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The Most Popular Apps for Retirement Planning in 2025
A J.D. Power survey ranks retirement planning apps based on customer service and satisfaction. Does your financial app make the cut?
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I'm 57 with $4.1 million and looking to retire abroad in a few years. I no longer see the point in contributing to my 401(k). Am I wrong?
We ask financial experts for advice.
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Potential Trouble for Retirees: A Wealth Adviser's Guide to the OBBB's Impact on Retirement
While some provisions might help, others could push you into a higher tax bracket and raise your costs. Be strategic about Roth conversions, charitable donations, estate tax plans and health care expenditures.
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Ask the Editor: Questions on 529 Plan Rollovers to a Roth IRA
Ask the Editor In this week's Ask the Editor Q&A, we answer four questions from readers on transferring 529 plan money to a Roth IRA.
Ask the Editor
