Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Could a Roth Conversion Today Make You Wealthier Tomorrow?Roth conversions sound like a no-brainer — pay more tax now to pay less in future. But you need to understand your tax bracket to make sure they'll work for you.
By Dale Smothers
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Power Pellets for Gen X Portfolios: Defensive Retirement PlaysAs Gen X enters its prime retirement-planning years, members of the "forgotten generation" face extra challenges in securing their future.
By Jeff Lorenzen, CFA®
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4 Essential Qualities to Consider When Choosing an ExecutorChoosing an executor requires evaluating a candidate's financial judgment, objectivity and capacity for the long-term commitment necessary to manage an estate.
By Leslie Gillin Bohner
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How the AI Entry-Level Freeze Is Delaying RetirementRecent college grads face endless job rejections, forcing parents in their 60s to put exit plans on hold. Here is how families can navigate the strain.
By Maurie Backman
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How to Avoid Overpaying Taxes in RetirementThe retirees who enjoy the lowest tax bills in retirement aren't those who earned the least — they're the ones who plan ahead for their retirement income.
By Paul Kisielewski, Investment Adviser Representative
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Is Retirement Putting Your Cognitive Portfolio at Risk?The most underestimated risk in retirement may be the one your financial plan can't prevent — the cognitive decline that happens when your mind isn't challenged.
By Richard P. Himmer, PhD
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How to Pass Down Wealth Without Destroying AmbitionParents planning to leave money to their children fear one thing: Will wealth make their character or break it? There are some practical ways to find out.
By Mallon FitzPatrick, CFP®, AEP®, CLU®
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Will a Summer Vacation Throw Your Retirement Off Course?High fuel prices and the cost of living have made vacations much more expensive. Will going away this year put you in debt or affect your long-term goals?
By Chris Dixon, RFC®
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States That Won't Tax Your Retirement Income in 2026Retirement Tax Several states don’t tax Social Security benefits, 401(k)s, IRAs, and pensions. But you may still have to pay state taxes on some incomes.
By Kate Schubel
Retirement Tax
