Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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How to Calculate Taxes on Social Security BenefitsSocial Security The federal government can tax up to 85% of your Social Security benefits, so it's good to know how those taxes are calculated.
By Kelley R. Taylor
Social Security -
States That Tax Social Security Benefits in 2026Retirement Tax Not all retirees who live in states that tax Social Security benefits have to pay state income taxes. Will your benefits be taxed?
By Kate Schubel
Retirement Tax -
Why Do These 5 Milestone Ages Matter in Retirement Planning? Take Our QuizQuiz You probably know your full retirement age, but do you know these other milestone ages — and why you should pay attention to them as you plan for retirement?
By Charlotte Gorbold
Quiz -
13 Things Every Retiree With a Pension Must Know About TaxesIf you're a retiree with a pension, treating taxes as a core part of your retirement strategy is the best way to keep your income sustainable for the long haul.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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How Your Inheritance Actually Gets Taxed: From Stepped-Up Basis to IRA RulesMost inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules could come into play.
By Chrissy Paradis
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Inherited Annuity? How to Avoid a Tax Bomb as a Non-SpouseWhen inheriting an annuity, a beneficiary who isn't a spouse can face a big tax bill. Choosing annuitization or the "stretch" option lets you soften the blow.
By Ken Nuss
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Sitting on a 401(k) Fortune? Why You Should Stop Fearing And Start SpendingMany 401(k) millionaires fear running out of money in retirement. But they don't have to if they follow these six strategies.
By Donna Fuscaldo
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Social Security Payment Schedule for 2026Find out when you can expect your 2026 Social Security payments and the date you get paid when your scheduled day falls on a holiday.
By Donna LeValley
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The Average Monthly Social Security Check: June 2026The average monthly Social Security check amount might surprise you. Here's a look at June's numbers and why they matter.
By Donna LeValley
