Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Married and Retiring? Here's How to Claim Thousands More in Social Security BenefitsBoth spouses can receive Social Security based on their individual earnings records and at what age they claim benefits
By Kathryn Pomroy
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Should You Convert a Traditional IRA to a Roth After 60?retirement You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have tax consequences.
By Kimberly Lankford
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Why You Shouldn't Put All Your Money Into Roth IRAsConverting a tax-deferred account to a Roth can be a good strategy for lowering future taxes, but moving all of your money at once is typically not recommended.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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The Retirement Birthday Quiz: Test Your Milestone KnowledgeQuiz Navigating retirement rules means tracking key milestone ages. Test your timeline IQ with our quick quiz before making your next move.
By Donna LeValley
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Roth Conversions: The Golden Tax Planning WindowIf a drop in income at retirement has put you in a lower tax bracket, find out whether tactical Roth conversions now could reduce your tax liability forever.
By Jeremy Keil, CFP®, CFA®, CKA®
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Grandparents' Guide to 529 Plans for College and Private SchoolK-12 tuition, tax breaks, and Roth IRA rollovers: How grandparents can make the most of a 529 plan.
By Joy Taylor
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Medicare Supplement Rates: How to Save MoneyYour Medigap plan could be much cheaper with another carrier. It's easier than you might think to switch — but beware of the timing trap that can trip you up.
By Hans Scheil, CFP®, CLU®, ChFC®, CASL®, CLTC®
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6 Steps to Choosing an ExecutorDefaulting to the oldest child isn't always the best move. Follow these guidelines to select a trustworthy executor and keep the peace among your heirs.
By Donna LeValley
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Retirees, Here's How to Make a Medigap Switch to Save MoneyMaking Your Money Last Kiplinger provides guidance on how to make a Medicare Medigap switch to get the best plan for your budget.
By David Rodeck
Making Your Money Last
