Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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What Trump Has Done With Social Security So Far
Since President Trump took office, he has proposed or initiated changes to how Social Security functions. Here's a roundup.
By Kathryn Pomroy Last updated
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How the IRS Taxes Retirement Income
Retirement Taxes It's important to know how common sources of retirement income are taxed.
By Kelley R. Taylor Last updated
Retirement Taxes -
New RMD Rules: Starting Age, Penalties, Roth 401(k)s, and More
RMDs The SECURE 2.0 Act makes major changes to the required minimum distribution rules.
By Rocky Mengle Last updated
RMDs -
No Social Security Tax Cuts in Trump’s 'Big Bill'? What Retirees Need to Know
Tax Policy Eliminating taxes on Social Security benefits is missing from President Trump’s proposed tax overhaul. Here’s why and what an alternative offering could mean for retirement taxes.
By Kelley R. Taylor Last updated
Tax Policy -
13 Answers to Pressing Social Security Questions
From smart claiming strategies for couples to tips on maximizing your monthly check, we have advice that can help you.
By Sandra Block Published
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Keep Tax Collectors at Bay with Muni Bond Funds
Municipal bonds can be good insurance against inflation — and interest is tax-free. But as with all investments, understanding risk is key.
By John Waggoner Published
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Eight Tips From a Financial Caddie: How to Keep Your Retirement on the Fairway
Think of your financial adviser as a golf caddie — giving you the advice you need to nail the retirement course, avoiding financial bunkers and bogeys.
By Reid Abedeen Published
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The '8-Year Rule of Social Security' — A Retirement Rule
The '8-Year Rule of Social Security' holds that it's best to be like Ike — Eisenhower, that is. The five-star General knew a thing or two about good timing.
By Jacob Schroeder Published
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Tips for Expat Retirees, From Expat Retirees
You may enjoy a lower cost of living by moving abroad, but it requires careful planning.
By Laura Petrecca Published