Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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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
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How — and Why — to Give to Your GrandkidsA guide to giving funds and wealth to your grandchildren, including arguments for why you should.
By David Rodeck
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The 80% Rule of RetirementThe 80% rule promises a comfortable lifestyle in retirement. Does it deliver, or should it go the way of paper checks and landline phones?
By Jacob Schroeder
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The Average Millennial 401(k) Balance is Not 'Superbad'Millennials may not have saved enough for retirement, but how bad can it be if your fake ID name is "McLovin"?
By Adam Shell
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Retirement Tax Breaks That Could Cut Your Tax Rate in HalfIncorporating housing wealth and lifetime annuities in your retirement income plan can offer a significant tax-cost advantage over an investment-only plan.
By Jerry Golden, Investment Adviser Representative
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The 'Take That Uncle Sam' Rule of Retirement SpendingHere's how to reduce your tax bill when you withdraw money in retirement.
By Donna Fuscaldo
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Five Smart Retirement Health Care Moves: Maximize Your HSA and Medigap SavingsUnchecked health care costs in retirement could blow a hole in your savings. Here’s how to avoid that.
By Donna Fuscaldo




