Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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The 401(k) Loan Dilemma: Is It Ever a Good Idea?
Go ahead. Take a loan from your 401(k) plan, but be aware that it runs the risk of jeopardizing your long-term retirement goals, so make sure to consider your options carefully.
By Kathryn Pomroy
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The 10 Most Costly Social Security Mistakes to Avoid
Want to maximize your Social Security check? Learn the 10 most common Social Security filing errors and the steps you need to take to boost your guaranteed retirement income.
By Donna LeValley
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Gift Tax Exclusion 2026: How Much You Can Give Tax‑Free This Year
Gift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor
Gift Tax -
Turning 65 in 2026? Here Is Exactly How to Sign Up for Medicare
Don't miss the critical window for Medicare enrollment. This guide explains how to secure coverage and avoid costly mistakes.
By Donna LeValley
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AI Took the Wheel When I Visited Colleges With My Kid. Here's How it Went
This parent could use help planning a tour of colleges across the country. Is AI up for the challenge?
By Donna Fuscaldo
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3 Ways to Set Up a Retirement Paycheck: Which One Suits You?
Choosing the best way to withdraw retirement funds depends on which paycheck system aligns with your lifestyle, tax plan and shifts in spending as you age.
By Kyle Hammerschmidt, Investment Adviser
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Why Business Owners Need Combined Estate and Succession Plans
Integrated estate and succession plans ensure a much better outcome for business owners keen to secure their legacy. Here's why a dual approach is so powerful.
By Keith Berk
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Our children want us to take care of the grandkids this summer. How do we say no?
We love our grandkids, but we're not a summer camp.
By Maurie Backman
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Your 401(k) Is Sitting Pretty, But Does It Need a Rethink?
Don't just set and forget your 401(k). Creating a plan for investments, income and health care ensures your balance translates into lifelong financial security.
By Cathy DeWitt Dunn, CDFA®, FRC®
