How the Little Known IRMAA Rule Hits Social Security
Medicare's IRMAA surcharges can shrink Social Security for high earners. The little known IRMAA rule ties premiums to...
What Are Target Date Funds Retirement
What Are Target Date Funds Retirement introduces target date funds, explaining how age-based allocations can simplify retirement investing.
19,788 articlesThe Year You Sell Your Business and Medicare Costs
A 2024 business sale can push couples into IRMAA tiers in 2026. The two-year lookback means higher Medicare costs for...
The $500,000 Earner’s 401(k) Strategy for Tax-Free Wealth
A high-income professional taps a tax-smart 401(k) path—after-tax contributions plus in-plan Roth conversions—to turn...
Why a 65-Year-Old with Million Should Claim Social Security Early
As market swings continue and life expectancy climbs, a 65-year-old with million should consider the timing of Social...
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...
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...
Retirees Doing Roth Conversions Face IRMAA Surcharge Risk
A Medicare surcharge known as IRMAA can hit after a large Roth conversion, and it can’t be reversed with SSA-44. Here...
A Couple Kept Their Mortgage, but Survivorship Matters
A late-life mortgage decision that looked smart on math may falter when survivorship risk hits the household budget. ...
Inflation Report Resets 2027 Social Security COLA Outlook
A fresh inflation release has reshaped the 2027 Social Security COLA outlook. Analysts say the inflation report reset...
Retirees Trading Florida This Move to Missouri Lake Town
Retirees are leaving Florida for Missouri's Branson lake town, seeking lower costs and a relaxed lifestyle. The move ...
Oversold Undervalued Stocks Sitting in Retirement Sweet Spot
Three blue-chip names have slipped on the chart while trading below intrinsic value, offering income and upside for p...
The Surviving Spouse with $1.4M Faces Widow Penalty
A widow with $1.4 million in retirement assets faces a tax cliff once her spouse dies. The IRS treats her as a single...
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