Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Where the Ultra-Wealthy Retire
Luxury retirement communities for the ultra-wealthy are springing up in the U.S.
By Eileen Daspin Last updated
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When Tech is Too Much
Our Kiplinger Retirement Report editor, David Crook, sounds off on the everyday annoyances of technology.
By David Crook Published
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When You Need Capital Quickly, Think 'Ready, Set, Fund': A Financial Adviser's Strategy
Investors must be able to free up cash to meet short-term needs from time to time. This strategy will help you access capital without derailing your long-term goals.
By Julie Virta, CFP®, CFA, CTFA Published
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I'm an Estate Planner: Moving Family Assets to a Safe Haven Abroad Could Be a Huge Headache for Your Heirs
In troubled times like these, wealthy clients may seek financial refuge outside of the U.S. But that could cause more tax and estate problems than it solves.
By Martin Behn, J.D., TEP Published
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States That Won't Tax Your Death
Estate Taxes How much will your children — or other heirs — pay when you die? That depends on whether you live in a state with no death tax.
By Katelyn Washington Last updated
Estate Taxes -
Four Personality Traits Lead to More Retirement Savings
Four behavioral traits lead to more retirement savings down the road. Only 10% of workers have all four; do you?
By Jacob Schroeder Last updated
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Baby Boomers vs Gen X: Who Spends More?
Baby Boomers and Gen X are guilty of spending a lot of money. Here's a look at where their money goes.
By Donna Fuscaldo Last updated
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Eight Strategies for Deciding When to File For Social Security
Applying at age 70 maximizes your monthly payout, but claiming early could provide advantages that can’t be quantified on a spreadsheet.
By Sandra Block Last updated
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The Emotional Side of Retiring: Six Steps to Help You Move On
Getting mentally ready for retirement can be tough. The loss of your work identity, daily connections, and sense of purpose can make the transition difficult. Here are six steps to help you adjust.
By Kathryn Pomroy Published