Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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When Will I Receive My 2025 Social Security Checks?
Find out when you can expect your 2025 Social Security payments and the date you get paid when your scheduled day falls on a holiday.
By Donna LeValley Last updated
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The Average Monthly Social Security Check: June 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 Last updated
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Retirement Calculator: How Much Do I Need to Retire?
retirement planning Our Retirement Calculator estimates the future value of your retirement savings and determines how much more you need to save each month to reach your retirement goal.
By Ellen B. Kennedy Last updated
retirement planning -
Annuity Fees: What You Don't Know Could Cost You Thousands in Retirement
How much in annuity fees is too much and how do you know if you're overpaying?
By Donna Fuscaldo Last updated
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Are You a Retirement Millionaire Too Afraid to Spend?
Don't let regret haunt you. Here are five ways to safely enjoy your sizable retirement nest egg.
By Donna Fuscaldo Last updated
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High Mortgage Rates Are Holding My Retirement Hostage: Can I Still Downsize and Retire?
We ask retirement wealth advisers what to do.
By Maurie Backman Published
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Five Big Beautiful Bill Changes and How Wealthy Retirees Can Benefit
Here's how wealthy retirees can plan for the changes in the new tax legislation, including what it means for tax rates, the SALT cap, charitable giving, estate taxes and other deductions and credits.
By Evan T. Beach, CFP®, AWMA® Published
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What is the Gift Tax Exclusion for 2025?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor Last updated
Gift Tax -
Should You Withhold Tax From Social Security Benefits?
Social Security Having taxes withheld from Social Security benefits can help retirees avoid a surprise when tax season arrives.
By Kelley R. Taylor Last updated
Social Security