NRMLA’s Steve Irwin on What Lenders Face in 2026
NRMLA president Steve Irwin outlines a tougher operating climate for reverse mortgage lenders in 2026, even as tech a...
Wealth Accumulation Goals For Retirement
Establishing wealth accumulation goals is essential for retirement. Learn how to set effective targets to secure your financial freedom.
12,107 articles
401(k) Shift by Executives Lets Them Defer Extra Income
Senior executives are increasingly deferring about $100,000 of pay into non-qualified plans to extend tax-advantaged ...
Retiring with $2.4 Million: Caregiver Costs Loom Ahead
A 65-year-old retiree with $2.4 million uncovers a looming $58,000-a-year caregiver bill for an aging parent, prompti...
Medicare’s IRMAA Brackets Changed for 2026: A New Cliff
Medicare’s IRMAA brackets changed for 2026, reshaping premium surcharges for higher earners. The two-year lookback us...
Retiring with $1.4 Million Sparks a Five-Year Gap
A 62-year-old with $1.4 million faces a five-year bridge to Social Security. Experts urge planners to treat this as a...
Retirees Fail to Make the Strongest Move on Social Security
New SSA data show most retirees start Social Security before age 70, missing the strongest move that could boost life...
Retired Engineer with $1.6M Faces Hidden Tax Trap
A retiree discovers a looming tax bill tied to a 401(k) balance left behind after a job change, highlighting a common...
This Wicked Weird Grieving: Widow's $1.1M Cruise Art
A widow spent $1.1 million on cruise-ship art in the years after her husband’s death, shining a light on grief-driven...
Mountain Mornings Rush: Retire in Colorado on $1.2M
A couple can retire at 65 in Colorado's Rockies on a $1.2 million nest egg by selecting affordable mountain towns and...
What $700,000 Here’s What Actually Buys You Over 20 Years
A 75-year-old with $700,000 must stretch that nest egg to age 95, navigating inflation, rising healthcare costs, and ...
Couple Wants Sell Rental: Spreading Gains with 1031
Two-year lookback rules can increase Medicare bills after a rental sale. This piece explains how a 1031 exchange or i...
Forget Rule: This Income Strategy Lets Retirees Withdraw 5.5%
A growing cohort of retirees is exploring a 5.5% withdrawal strategy as market conditions and Social Security plannin...
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