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Retirement

News, insights and expert analysis on retirement from the team at Kiplinger.

17 States With Scary Estate and Inheritance Taxes

Estate Tax Over a dozen states currently impose estate or inheritance taxes on heirs. Here’s where you’ll have to pay.

Let's apply Maslow's hierarchy of needs to financial planning to create a guide for ranking financial priorities.

Four Spa Retreats for Well-Heeled Retirees

We hand-picked these U.S. spa retreats for their serenity, amenities and dedication to the comfort of older travelers. All are located in the Continental U.S.
Four Military Benefits That Have Helped My Family

Military life can be challenging for servicemembers and their families, but they're offered some significant financial benefits to help cushion the blow.
Why More Americans Are Redefining Retirement, Just Like I Did

Retirement readiness requires more than just money. You have a lot of decisions to make about what kind of life you want to live and how to make it happen.

How to Find a Financial Adviser for Retirement Planning

Finding the right financial adviser for retirement planning can save you time and money in the long run. A good adviser can also help you retire with confidence.
Want To Retire at 62? See if You Can Answer These Seven Questions

Ready to stop working at 62, but aren't sure if you can make it happen? If you answer yes to these questions, retirement may be on the horizon.
The Surprise Social Benefit of a Side Hustle in Retirement

A side gig or part-time job in retirement, like walking dogs, teaching, or consulting, can combat loneliness by sparking new friendships and boosting your social life.

Five Smart Moves for Retirement Health Care: Maximize Your HSA and Medigap Savings

Unchecked health care costs in retirement could blow a hole in your savings. Here’s how to avoid that.
The 4% Rule for Retirement Withdrawals Gets an Upgrade

The go-to rule for retirement spending was created over 30 years ago. Things have changed since then. Here's how you can modernize the rule to fit your needs.
Retire Abroad Before 55: What Are You Waiting For?

Can't afford FIRE (Financial Independence, Retire Early) in the U.S.? Why not retire abroad? Financial planning experts weigh in with nine tips to get you started.