Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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The Turning 65 Quiz: Most People Fail Question #6. Can You Pass?Quiz Take our 10-question quiz to test your understanding of the critical milestones and decisions you'll encounter as you turn 65.
By Donna LeValley
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10 Medicare Changes to Watch in 2026Understanding the changes happening to Medicare in 2026 will help you work out whether original Medicare or a Medicare Advantage plan is best for you.
By Donna LeValley
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Is the HSA Triple Tax Benefit Worth the Paperwork Hassle?Should we sign up for a Health Savings Account (HSA) and embrace even more healthcare paperwork? We'd rather plan vacations than track receipts.
By Maurie Backman
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5 Ways the OBBBA Rewards the Midwestern MillionaireDiligent savers who take steps to capitalize on these tax-saving opportunities can keep more of their wealth and even help build a tax-efficient legacy.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Will Your Retirement Plan Collapse Under These 5 Stresses?Retirement plans that are properly engineered have less chance of collapsing under the weight of increased longevity and other stresses. Will yours stand up?
By Stephen Schmitt
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Retirement Location, Location, Location: Can Florida Be Beaten?Many retirees have made Florida their home, but is it right for you? Where you choose to set up your retirement life means considering more than the weather.
By Chris Dixon, RFC®
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15 Social Security Tasks You Can Do Onlineretirement Why visit a government office to get your Social Security business done? You can do much of that online.
By Bob Niedt
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Why Do People Retire in Florida? 9 Things You Must KnowAttention Florida-bound retirees: There's more to the Sunshine State than Disney, golf and beaches.
By Bob Niedt
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The Rule of 55 in a 401(k): One Way to Fund Early RetirementThe Rule of 55 lets you access your 401(k) retirement funds early. When paired with other strategies, it could help you kiss the office goodbye.
By Jacob Schroeder



