Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Why You Shouldn't ‘Set and Forget’ Your AnnuityYour annuity shouldn't be left to gather dust. Regular reviews and comparisons with newer products will help make sure it's still the best option for you.
By Jason Chalmers
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IRS Is Taking a Closer Look at Trusts: What It Means for Estate PlanningTax Law A high-profile tax case is shining a light on how the IRS may view certain estate planning strategies.
By Kelley R. Taylor
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How 30 Everyday Millionaires Are Navigating the Great Wealth TransferMillionaires from the My First $1 Million series tell us how they're talking with their kids about money, balancing inheritance splits and sharing their wealth.
By Joyce Lamb
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Why Legal Documents Won't Save Your Family's WealthA successful estate plan requires more than legal documents. It depends on open conversations with your heirs about the values and intent behind your decisions.
By Lisa G. McCurdy, Esq.
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Finding Meaning and Passion in RetirementWith life expectancies rising, 65 is no longer the finish line. Here are the questions you should ask yourself and resources for finding your next act.
By Jaclyn Greenberg
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Why Retirees Hoard Savings and How to Stop UnderspendingA charitable remainder unitrust (CRUT) can create a lifetime income stream and alleviate worry for retirees who underspend out of fear their money won't last.
By Klaus Gottlieb, Esq.
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Why Is My First Medicare Bill So High?Your first Medicare bill may be higher than expected for several reasons. If your premiums aren't taken out of your Social Security benefit, the bill can be huge.
By Donna LeValley
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Quiz: Do You Know What Medicare Gives You for Free?Quiz This quiz tests your knowledge of the services that Medicare provides at no cost to you.
By Donna LeValley
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Lessons from Dolly Parton: Protect Your Estate Plan From FightsFrom no-contest clauses to security protocols, advanced planning can get ahead of family disputes before they start, making it easier on your loved ones after you're gone.
By Kathryn Pomroy
