Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
Explore Retirement
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My $1.2 million vacation home has a $360K mortgage. I don't need my upcoming $45K RMD. Should I use it to pay down the mortgage?
We asked wealth planners for advice.
By Maurie Backman
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4 Strategies for Older Adults to Cut Property Taxes
Before you settle your next property tax bill, make sure you're taking full advantage of these tax breaks for older homeowners across the US.
By Sandra Block
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Unwrapping Your Estate Plan for Your Kids: The Best Gift
The holidays offer families a perfect opportunity to discuss important, often difficult topics like long-term care, estate plans and legacy.
By Mallon FitzPatrick, CFP®, AEP®, CLU®
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How You Can Use AI to Improve Your Finances
Apps can help with budgeting, saving and investing, financial coaching and debt management. But providing your personal information can also raise your risks.
By Marguerita M. Cheng, CFP® & RICP®
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Financial Topics You Can Safely Discuss at Thanksgiving
Forget politics! Holidays offer families a valuable opportunity to talk about their shared financial interests.
By Donna LeValley
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What You Must Know About the Different Parts of Medicare
Medicare Medicare can be complicated but we've got you covered. Here is a quick guide to the different benefits provided through each part.
By Jackie Stewart
Medicare -
Medicare Advantage Open Enrollment Begins on January 1
Medicare Advantage open enrollment runs from January 1 to March 31 — you can change Advantage plans, switch to original Medicare, and enroll in a Part D drug plan.
By Keerthi Vedantam
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6 Ways AI Can Improve Your Financial Life
While they can't replace human advisers, AI-based tools can take some of the guesswork out of financial tasks — from budgeting to filing taxes and investing.
By Bob Haegele
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Roth 401(k) vs 401(k): Which Is Right for You?
The Roth 401(k) vs traditional 401(k) decision can mean the difference between higher taxes now or in retirement. It's your choice.
By Adam Shell
