Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
Explore Retirement
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When to Expect Your First Social Security Check of 2026
Social Security payments to retirees reflecting the 2.8% COLA will start arriving January 14.
By Donna LeValley
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The Nine Key Milestone Ages In Retirement
These nine milestone ages mark your eligibility for significant retirement benefits, including catch-up contributions and required actions, such as taking RMDs at age 73.
By Donna LeValley
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Year-End RMDs: 10 Ways to Invest, Spend or Donate Them
The deadline for taking Required Minimum Distributions (RMDs) is December 31. And yes, shopping or travel might be in order.
By Adam Shell
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The 'Die With Zero' Rule of Retirement
If spending makes you nervous, the 'Die With Zero' rule might be for you. Because you don’t want to be the richest person in the graveyard.
By Jacob Schroeder
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Retirees in These 7 States Could Pay Less Property Taxes Next Year
State Taxes Retirement property tax bills could be up to 65% cheaper for some older adults in 2026. Do you qualify?
By Kate Schubel
State Taxes -
I'm 73 and dread winter, but I can't afford to be a snowbird.
How can a snowbird wannabe warm up without the expense? We asked professional wealth planners for advice.
By Maurie Backman
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5 Smart Things to Do With Your Year-End Bonus
After you indulge your urge to splurge on a treat, consider doing adult things with the extra cash, like paying down debt, but also setting up a "fun fund."
By Kelli Kiemle, AIF®
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Gen X Investors: Protect Your Portfolio From an AI Bubble
Amid talk of an AI bubble, what's the best course of action for investors in their 50s and 60s, whose retirement savings are at risk from major market declines?
By Pam Krueger
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Retirees: Put Charitable Gifts in a DAF (and Get a Tax Break)
A donor-advised fund is a simple (really!), tax-smart strategy that lets you contribute a large, tax-deductible gift now and then distribute grants over time.
By William Thatcher
