Retirement News, insights and expert analysis on retirement from the team at Kiplinger. 6 Steps to Acting as a CFO for Your Aging Parents As asset-rich baby boomers age, adult children are stepping into the role of Family CFO long before they inherit — managing everything from finances to estate plans. The Average IRA Balance by Age and Generation in 2026 Do You Have a 'Good' Pension? See Your State's Average Mellody Hobson: The No. 1 Mistake Derailing Retirement Savings Explore Retirement Long-term Care Asset Allocation Annuities Medicare Retirement Plans Social Security Inheritance Estate Planning Happy Retirement Retirement Planning Latest Where to Put Inherited Money Receiving an inheritance can change your financial picture overnight. Before you spend or invest it, here's how to decide where the money should go. USPS Retirement Funding: What Postal Workers Need to Know The Postal Service has admitted it's running out of cash. Employees need to take charge of their benefit and retirement planning before their options narrow. By Eric Steffy What’s the Best Medigap Plan for You? Medicare The 10 Medigap plans offer different levels of benefits that pay for expenses, such as co-payments, not covered by original Medicare. By Jackie Stewart Medicare Eight Things Medicare Doesn't Cover Medicare Part A and Part B leave gaps in your healthcare coverage. But Medicare Advantage has problems, too. By Donna LeValley Avoid Estimated Tax Payments in Retirement With RMD Withholding RMDs If you don't need the money to live on, wait until December to take your RMD, and ask the sponsor to withhold a big chunk for the IRS. By Kevin McCormally RMDs 5 Little-Known Senior Property Tax Breaks in 2026 Retirement Tax These lesser-known senior programs can deliver key property tax savings — if you know where to look. By Kate Schubel Retirement Tax It's Time to Check and Update Your Beneficiaries Outdated beneficiary designations can disrupt your estate plan. Learn which accounts to review, when to update beneficiaries and why it matters. By Choncé Maddox 5 Qs to Ask a Financial Adviser About an Inherited Stock Portfolio Inheriting a stock portfolio comes with big decisions. Before making any sudden moves, ask yourself and your adviser these questions to protect your wealth. By Coryanne Hicks Medicare Premiums 2026: IRMAA Brackets and Surcharges for Parts B and D Do you have to pay the monthly Medicare premium surcharge this year? It depends. By Donna LeValley What You Must Know About the Different Parts of Medicare Medicare Medicare can be complicated but we've got you covered. Here is a quick guide to the different benefits provided through each part. By Jackie Stewart Medicare 1 2 3 4 5 6 7 8 9 Archives
