Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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How to Give Your Kids Cash Gifts Without the IRS PaperworkMost people can gift large sums without paying tax or filing a return, especially by structuring gifts across two tax years or splitting gifts with a spouse.
By Jeremy Keil, CFP®, CFA®, CKA®
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How to Navigate Your Medicare Advantage Plan in a DisasterIf you're a Medicare Advantage member in an area impacted by a disaster, you might be worried about access to care and medicine. Here's what you need to know.
By Donna LeValley
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How Smart Is Your Gifting Strategy? Take Our Grandparents' Legacy QuizAre you maximizing the legacy you’ll leave behind? Take our 10-question quiz to evaluate your strategy today.
By Donna LeValley
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7 Must-See Historic Sites to Visit With Your Grandkids for America's 250thCreate once-in-a-lifetime memories with your grandchildren while celebrating America’s 250th
By Kathryn Pomroy
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Why Every Grandparent Should Consider a Custodial Roth IRA NowTime is a young investor’s greatest asset. Discover how small contributions today can evolve into a tax-free fortune by the time they retire.
By Donna LeValley
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Should You Relocate to a New State for Retirement? A ChecklistThe decision to move to a different state should balance financial issues with the lifestyle you want, rather than simply choosing a low-income-tax state.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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These 4 Spending Mistakes Can Derail Your Retirement PlanMany plans focus on how much has been saved, but it's how much you spend that ultimately determines whether your plan works.
By Michael Pappis, CFP®
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Changing Jobs and Cashing Out Your 401(k)? Read This FirstMany workers find it easier to leave 401(k)s behind when they move to a new job, or cash out small balances that are better left invested, but you have options.
By Spencer Williams
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Six Dreamy Travel Spots for Retirees to Indulge in Luxury AdventuresWhether you're a retiree looking for adventure or relaxation, we have the perfect luxury vacation ideas for you.
By Becca van Sambeck
