The 6% Test: Moss Decides Between Pension Options
Wes Moss’s simple 6% test converts pension offers into one clear metric, helping retirees decide between a lump-sum p...
Volatile Periods Retirees Should Expect Sp 500
This article outlines typical volatile periods for SP 500 and how retirees can position portfolios to endure drawdowns while meeting needs.
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IRS RMD Rule Shields 73-Year-Old From Draining IRA
A rising chorus of retirees worries about minimum distributions draining IRA balances. Yet the IRS formula is designe...
Dividend Safety Check: SPYI and the S&P 500 High Income
SPYI has surpassed $10 billion in assets, offering a near-12% annualized yield through a credit-spread options overla...
68-Year-Old’s Roth Conversion Cost Strips Senior Deduction
A retiree on Social Security faced a triple tax hit after a Roth conversion, losing a temporary $6,000 senior deducti...
Moved Cash Into Treasury Bills; Social Security Tax Torpedo
A growing number of retirees moved cash into Treasury bills to lock in near-4% yields. But the tax system on Social S...
Charles Schwab Planning Roll: S&P Markets with Cboe
A major broker signals a shift toward prediction markets tied to the S&P 500, with Cboe as a partner. This move could...
Have $480,000 Saved Just: A Reliable Retirement Income Plan
A retiree sells a restaurant for $1.1 million in cash, bringing a SEP-IRA balance of $480,000 into focus. The piece o...
Wall Street Nervous. Here's What 100 Years of History Says Now
When headlines scream that wall street nervous, it pays to look back. A century of S&P 500 history shows how big drop...
Three Equal-Weight ETFs Beating the S&P 500 in 2026
In 2026, breadth returns as equal-weight ETFs beat the S&P 500, nudging investors toward diversified exposure. Here a...
It's Just Cola: Updates SSA Should Share in October
October brings more than a monthly paycheck notice. This article explores three critical updates the SSA should share...
2027 Cola Calculation Officially: What to Watch This Summer
As summer kicks off, the 2027 cola calculation officially begins its data-driven cycle. Learn what to watch, how it a...
Medicare Advantage Looks Cheaper, Then Costs Surge
Medicare Advantage often appears cheaper at enrollment, yet 2026 cost rules and the difficulty of switching back to M...
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