Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
Explore Retirement
Latest
-
Retirement Fears Keeping You Up? Sleep Well With These 5 SolutionsWorried about outliving your money or paying for health care? These five strategies can erase retirement anxiety and protect your savings.
By Donna Fuscaldo
-
The Average IRA Balance by Age and Generation in 2026A 36% increase in contributions versus a year ago and a bull market in stocks powered the average IRA account balance to a 10% increase in the second quarter of 2026.
By Adam Shell
-
What Happens to Your Savings Account When You Die?Your savings may have to go through probate if you don't name a beneficiary. Here's how to make it easier for your heirs to access the money.
By Sean Jackson
-
The Average 401(k) Balance by Age and Generation in 2026A market rally drove 401(k) balances to new heights in the second quarter of 2026. How does your account balance stack up?
By Adam Shell
-
Why Avoiding IRMAA Could Cost You More in RetirementDoing everything to avoid Medicare surcharges (IRMAA) is tempting, but obsessing over annual premium savings can increase your total retirement tax bill.
By Scott Tucker, Investment Adviser Representative
-
The Expert Guide to a Tax-Free InheritancePassing down assets can leave kids with a massive tax bill. This week's Wealth Wise advice column explores the strategies advisers use to leave an inheritance tax-free.
By Maurie Backman
-
What a New Flat-Rate Social Security COLA Would Mean for Retireee TaxesTax Law Lawmakers are floating several ideas about how to shore up Social Security. One involves changing the annual cost-of-living adjustment.
By Kelley R. Taylor
Tax Law -
How to Protect Your Assets From Long-Term Care CostsA revocable living trust is great for avoiding probate but won't shield savings from long-term care costs. Consider a Medicaid Asset Protection Trust instead.
By Evan H. Farr, CELA
-
What Happens When You Inherit a House — With Your SiblingsInheriting a house with siblings can raise questions about ownership, taxes and costs. Learn your options for selling, keeping or buying out the home.
By Choncé Maddox
