Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
Explore Retirement
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Why the 4% Rule Could Fail for Retirement IncomeWhile the 4% rule is a useful starting point, a lengthy retirement can't rely on a one-time calculation. This is why you need a personalized income plan.
By Robert D. Blair, CFP®
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What a New Flat-Rate Social Security COLA Would Mean for Retiree 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 -
My Parents' Estate Tripped Me Up With a Snake (and a Gun)My parents took meticulous care of their home and estate planning. But when it came time to sell their house of 54 years, all hell broke loose. Here are the five lessons I learned.
By Ellen B. Kennedy
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Financial Strategies to Afford a Long RetirementBridging the gap between your vision of retirement and real financial readiness requires planning, adaptable income strategies and expert guidance.
By Erin Culek
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From Buffett to Beyoncé: What Celebrities Say About InheritanceSee what Warren Buffett, Shaq, Jay-Z and Beyonce, Dave Ramsey and Suze Orman have to say about passing down wealth.
By Karee Venema
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Key Differences in Financial Independence vs RetirementPeople use "financial independence" and "retirement" as if they're the same milestone. But treating them the same is where a lot of financial plans go sideways.
By Andrew Rosen, CFP®, CEP
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The Great Junk Transfer: Why Heirs Want Meaning, Not More StuffLoved ones want your memories, not your attic clutter. A new study reveals why less is officially more when passing down belongings.
By Donna LeValley
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How Women Should Structure Their Long-Term Care InsuranceWomen's longer life expectancies mean their long-term care coverage should feature longer benefit periods, higher payout amounts and robust inflation protection.
By Evan T. Beach, CFP®, AWMA®
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Where to Put Inherited MoneyReceiving an inheritance can change your financial picture overnight. Before you spend or invest it, here's how to decide where the money should go.
By Paige Cerulli
