Retirement Planning
News, insights and expert analysis on retirement planning from the team at Kiplinger.
Latest
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Financial Flashback: How Smart Planners Weathered the 2008 Recession
Sponsor Content Created With American National Insurance
SPONSORED What Gen X can learn from baby boomers who thrived in tough times
By Sponsored Content Published
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I waited to claim Social Security and never got around to filing by my 70th birthday. Did I goof?
We ask financial experts for advice.
By Maurie Backman Published
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An Expert Guide to Outsmarting Inflation: Don't Let It Restrict Your Retirement
Inflation is often underestimated when estimating retirement income, education funding or investment returns. These strategies can help preserve your purchasing power and reduce your financial anxiety.
By Bennett Pardue, CFP®, CDFA®, Investment Adviser Representative Published
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Your 401(k) Options Just Got More Complicated: Here's What You Need to Know
Private equity, real estate and expanded annuities are now options, but they are more complex, less flexible and more expensive to own.
By Pam Krueger Published
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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 Published
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I'm a Financial Planner: Here Are Five Phases of Retirement Planning You Have to Get Right
A solid retirement plan is a must, but you can't go halfway. Neglecting just one area of your plan could cause the whole thing to collapse.
By Matt Johnson, CPA, NSSA® Published
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Medicare Premiums 2026: Projected IRMAA Brackets and Surcharges for Parts B and D
Will you have to pay the monthly Medicare premium surcharge next year? It depends on a few factors.
By Donna LeValley Last updated
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Greed, Fear and Market Volatility: A Financial Adviser's Guide to Keeping Emotions Out of Investment Decisions
Don't panic! And don't be so confident in the stock market that you overlook risk. Instead, be logical. Your retirement security could depend on it.
By Alex Angst Published
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Want a Financial Adviser Who Shares Your Faith? Look for One With a CKA Designation
Financial professionals with a Certified Kingdom Advisor certification are committed to integrating biblical principles with sound financial advice.
By Joe F. Schmitz Jr., CFP®, ChFC® Published