Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
Explore Retirement
Latest
-
Why the Best Estate Plans Aren't Based on Worst-Case ScenariosFear is usually the driving force behind an estate plan, but that approach can be costly. For a better outcome, start from a place of clarity and control.
By Lisa G. McCurdy, Esq.
-
Lower Your Retirement Taxes: Seven Common RMD Mistakes to AvoidRetirement RMD mistakes can lead to IRS tax penalties and in some cases, more taxable income than necessary.
By Kelley R. Taylor
Retirement -
How to Build a Tax-Efficient Retirement Withdrawal PlanAccumulating retirement wealth is only half the job. How you withdraw it can have a significant impact on taxes, Medicare and what you ultimately get to spend.
By Rick Barnett
-
The Ultimate NYC Holiday Trip to Take With Your GrandkidsSkip the crowds. Keep the magic. Plan an elevated, luxury NYC holiday trip designed for you and your grandchildren.
By Donna LeValley
-
RMD Paradox: A Healthy Nest Egg Can Hatch a Nasty Tax BillSaving too well can create a big tax problem once required minimum distributions kick in, making proactive income management and strategic withdrawals essential.
By Donald Albach
-
5 Key Decisions to Make in Your First Year of RetirementThe first year of retirement is when you finally get to replace the assumptions in your financial plan with real numbers that inform key decisions.
By Michael Pappis, CFP®
-
How to Stop a 401(k) From Becoming a Tax Burden in RetirementSaving for retirement in a 401(k) is a smart move, but can also lead to a troublesome tax bill years later. The solution? Diversifying while there's still time.
By Mallon FitzPatrick, CFP®, AEP®, CLU®
-
The 6 Best Cruise Lines for RetireesRetirement is the perfect time to set sail! Discover these six standout cruise lines known for ultimate comfort, effortless luxury and unforgettable adventures.
By Kathryn Pomroy
-
529 Funds and a Roth IRA: How to Use One to Jumpstart the OtherWant to boost your retirement savings? You can roll over unused funds from your 529 plan into a Roth IRA, tax-free, as long as certain conditions are met.
By Erin Bendig
