The $2.5 Million 401(K) Still Faces Big Tax Hits
A 73-year-old retiree with a $2.5 million 401(K) just began required minimum distributions, triggering a tax bill tha...
Value Tilt Retirement Portfolio Index Funds
Learn how value tilts steer retirement portfolio index funds toward undervalued opportunities, balancing risk while pursuing higher long-term gains.
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Harry Said Meghan Prayed: Clarity in Financial Planning
A private moment during a family visit offers a surprising money lesson. This article uses that moment to show how cl...
Tax Planning Strategies for Small Business: IRS Signals 2026
Three IRS datapoints can reveal where your tax planning strategies for small business should focus this season. Learn...
Survivor Election Costs Hit 68-Year-Old Federal Retiree
A 68-year-old federal retiree with $1.2 million in his Thrift Savings Plan learns that choosing a survivor option per...
Social Security’s Lifeline Might Fade Sooner Than Forecast
The Congressional Budget Office now projects the Old-Age and Survivors Insurance Trust Fund could deplete by 2032, on...
IRMAA Shock for Retired Firefighter with $810,000 Pension
The case centers on retired firefighter with $810,000 in savings who discovers Medicare IRMAA surcharges after a lump...
Trump Announces 401(k) All: Government Match Up to $1,000
President Trump unveiled a nationwide 401K-style plan offering a $1,000 annual government match to workers lacking em...
Policy Change Boosts Police Officers Missing Social Benefits
A sweeping 2025 reform repeals long-standing Social Security penalties for public workers, boosting retirement checks...
Medicare Premiums Just Crossed $200: What Retirees Should Do
When Medicare Part B premiums topped the $200 mark, many retirees felt the impact in real time. This guide explains w...
Divorced? You May Be Owed Your Ex’s Social Security
Rising gray divorces are reshaping retirement planning. Some ex-spouses may claim up to 50% of the other’s Social Sec...
APM’s Michael Banner: HECM for Purchase Struggles Now
APM’s Michael Banner says HECM for Purchase has failed to take off due to industry shortcomings rather than product f...
Divorced but Income Never Changed, Medicare Premiums Rise
Retirees who divorce after 60 may see Medicare premiums climb even as earnings stay the same. The culprit is filing s...
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