Retirement News, insights and expert analysis on retirement from the team at Kiplinger. 4 Things to Know Before Applying for Social Security in 2026 Planning your retirement? Avoid permanent reductions to your payout by understanding these four crucial rules before you apply for Social Security. Don't Toss It! Why Your Medicare Annual Notice of Change Matters Do You Have a 'Good' Pension? See Your State's Average Mellody Hobson: The No. 1 Mistake Derailing Retirement Savings Explore Retirement Long-term Care Asset Allocation Annuities Medicare Retirement Plans Social Security Inheritance Estate Planning Happy Retirement Retirement Planning Latest How Real Families Are Handling The Great Wealth Transfer Kiplinger is exploring the Trillion Dollar Talk. Join us to see what we've found and how we can help you. Tax Fact vs Myth: How Much of Your Inheritance Gets Taxed? Quiz Receiving an inheritance is typically less taxable than you might think. By Kelley R. Taylor Quiz How to Prepare for Long-Term Care Costs Before They Hurt Your Kids Long-term care costs can reduce the inheritance you leave your children. Learn how to prepare for care while protecting your retirement and estate plans. By Paige Cerulli 6 Steps to Acting as a CFO for Your Aging Parents As asset-rich baby boomers age, adult children are stepping into the role of Family CFO long before they inherit — managing everything from finances to estate plans. By Adam Shell Test Your Great Wealth Transfer Knowledge With Our Quiz How much do you know about the massive wealth about to change hands? By Donna Fuscaldo Before You Leave Your Home to Your Children, Ask These Questions Before leaving your home to your children, ask these questions about costs, taxes, sibling dynamics and what your children actually want. By Carla Ayers The Most Tax-Efficient Ways to Leave Investments to Your Children Planning for death (and taxes) isn't fun, but it is necessary. And leaving investments to your children in a tax-efficient way is a good thing. By Jeff Reeves We Asked 5,000 Americans About Inheritance. Here's What We Learned Our exclusive national survey on inheritance reveals how adult children and parents are — and are not — working together to make the most of assets built over a lifetime. By Diane Harris Stepping Up as Trustee: Your Complete Guide to the Role Being named the trustee of an estate is a profound honor — and a major responsibility. From securing assets to navigating family dynamics, here is how to do a good job. By Donna LeValley Choosing Your Trustee: These Are the Common Options A friend or family member with some financial acumen might be your go-to choice, but there are some disadvantages to consider. There are also other options. By Denise McClain, JD, CPA 1 2 3 4 5 6 7 8 9 Archives
