Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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This Tax Trap Costs High Earners Thousands Each Year
Mutual funds in taxable accounts can quietly erode your returns. More efficient tools, such as ETFs and direct indexing, can help improve after-tax returns.
By Joshua Taffer, CEPA, CPWA®
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Five Best Financial Gifts for Grandkids
gift ideas If you've been giving your grandchildren cash for the holidays, now is a good time to rethink that. There are other financial gifts that will help teach them the value of money and set them up for life.
By David Rodeck
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Is 2026 Your Year To Retire?
Sponsored by Savant Wealth Management
Say yes to retirement if you can answer these questions.
By Donna Fuscaldo
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December Social Security Payment Schedule: When Is Your Check Arriving?
The date your December Social Security benefit arrives depends on the day of the month you were born.
By Kathryn Pomroy
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Are You Ready for 65? The Medicare Initial Enrollment Period Quiz
Quiz Turning 65 soon? Test your basic knowledge of Medicare's Initial Enrollment Period (IEP) rules in our quick quiz.
By Donna LeValley
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Retire in the Hamptons: Finding the Right Town for Your Budget
Yes, it's favored by the rich and famous, but retiring in the Hamptons may not be out of your league. Here's a guide to affordability and and who is happiest living there.
By Drew Limsky
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3 Ways to Stretch the 2026 Social Security COLA For Your Budget
Three steps retirees can take to stretch the Social Security COLA to fit their budgets.
By Beth Braverman
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How to Keep Your Charitable Giving Momentum Going All Year
Instead of treating charity like a year-end rush for tax breaks, consider using smart tools like DAFs and recurring grants for maximum impact all year.
By Mark Froehlich, CPA, MBA
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Are You Rich? The Average Net Worth by Age
Are you beating your peers on average net worth? Get tips from financial advisers on how to grow your wealth over time.
By Adam Shell



