Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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The Average Social Security Check in Every State
Do you live in this New England state with the heftiest check? Your Social Security benefit can be affected by where you live.
By Donna LeValley
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What is the IRMAA (Income-Related Monthly Adjustment Amount)?
IRMAA is a surcharge added to your Medicare Part B and Medicare Part D prescription drug coverage premiums if your income is above a certain level. Here's what you need to know.
By Donna LeValley
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Could an Annuity Be Your Retirement Safety Net?
More people are considering annuities to achieve tax-deferred growth and guaranteed income, but deciding if they are right for you depends on these key factors.
By Ken Nuss
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Older Taxpayers: Don't Miss This Hefty (Temporary) Tax Break
If you're age 65 or older, you can claim a "bonus" tax deduction of up to $6,000 through 2028 that can be stacked on top of other deductions.
By Brian Gray
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The Vinyl Rule of Retirement: Plan for Two Sides in Your Next Act
Because "Life is what happens when you’re busy making other plans.”
By Jacob Schroeder
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QUIZ: What Type Of Retirement Saver Are You?
Quiz What is your retirement savings style? Find out with this quick quiz.
By Donna Fuscaldo
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The Average Monthly Social Security Check: September 2025
The average monthly Social Security check amount might surprise you. Here's a look at the numbers and why they matter.
By Donna LeValley
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Missed Medicare Open Enrollment? Here Are Your Options
There are limited ways you can change your Original Medicare elections after annual open enrollment has closed.
By Donna LeValley
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I'm a Federal Benefits Pro: I Answer These 2 Questions a Lot
Many federal employees ask about rolling a TSP into an IRA and parsing options for survivor benefits, both especially critical topics.
By Michael Martin, Investment Adviser Representative, ChFEBC℠
