When Spouse Moves Into Assisted Living Tax Break Shrinks
A tax quirk can cut a couple’s home-sale exclusion almost in half when one spouse moves into assisted living and the ...
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.
25,656 articles
Laid Off at 61: A Trusted Social Security Miscalculation
A 61-year-old worker loses her job and learns the Social Security estimate may be overstated because of a hidden assu...
Moss Says Dollar Over IRMAA Threshold Hits Retirees
A single dollar past an IRMAA threshold can trigger steep Medicare premium hikes for retirees, potentially totaling t...
Millions of Retirees Could See a Social Security Boost
A proposed bill would end the Social Security earnings test for those under full retirement age, potentially increasi...
Six-Month Medicare Lookback Penalties Hit HSA Holder Hard
A 66-year-old HSA holder faces $7,800 in excess contributions penalties tied to the six-month Medicare lookback. The ...
MBA Launches Forum Reverse Mortgages Shape Senior Lending
The Mortgage Bankers Association unveils a new forum focused on reverse mortgages and senior lending, signaling a coo...
Social Security Benefits Costs Remain Reasonable, Analysts Say
As lawmakers grapple with federal spending, fresh numbers show social security benefits costs are manageable today, a...
Social Security's 2027 COLA on Track to Be Historic
This article explores the potential for a historic social security's 2027 cola and what it could mean for retirees an...
Congress Tackles Social Security's: 4 Local Impacts
When Congress tackles Social Security's funding challenges, the sting is felt far beyond retirees. This article break...
Come 2030: The U.S. Deficit Fueled by Health Costs
New projections from the CBO signal a coming squeeze: come 2030, the u.s. deficit could reach about 5.9% of GDP as he...
Social Security Funding Widens as 2032 Shortfall Grows
The 2026 Trustees Report shows the 75-year funding gap widening and the retirement trust fund projected to run dry by...
Obama’s Former Campaign Manager Warns Democrats on Economics
A seasoned political strategist warns that without a concrete, consumer-focused economic message, Democrats could str...
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