Retirement System Gets C-Plus; Reform Could Lift It Higher
The U.S. retirement system gets c-plus in key metrics, prompting policymakers to push overdue reforms. This report ex...
What Happens To Target Date Funds At Retirement
At retirement, target date funds typically rebalance toward conservative assets, adjusting to support withdrawals while aiming to preserve principal.
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What Social Security Fairness Adds to a Retired Officer
The Social Security Fairness Act repeals the Windfall Elimination Provision and Government Pension Offset, boosting a...
Kiplinger’s Private Equity 401(K) Fees Roil Retirement Plans
A new analysis reveals that private equity inside 401(K) plans can charge 2%-3% annually, creating a long-term drag t...
Gold IRAs Could Cost You Big Taxes, Experts Warn
Investors chasing a gold tilt in their IRAs may face tax bites that trim gains more than expected. The IRS treats phy...
Frontrunner Longevity Revolution Born From Civil War Roots
A Civil War-era origin story sits behind a modern financial shift: insurers and investors are retooling products arou...
Your Part D Drug Plan Costs $0, Medicare Still Bills You Up to $91
A zero-premium Part D plan can still trigger the IRMAA surcharge, adding as much as $91 a month for certain retirees....
SpaceX Just Joined Nasdaq: IRA Holders Face Hidden RMDs
A hypothetical SpaceX Nasdaq move could quietly lift required minimum distributions for retirees. This piece breaks d...
High Earners Lose $1,900: HSA Strategy Replaces It
New SECURE 2.0 rules force high earners lose $1,900 in pretax 401(k) benefits. HSAs are gaining traction as a tax-eff...
Couple’s Home Gained More Than Exclusion, Staying Put Beats Sale
A retired couple confronts a tax cliff as their home equity climbs. They choose to stay, prioritizing a stepped-up ba...
Only Have Until March: Make This Medicare Move Now
Retirement planning isn’t only about investments. Health coverage decisions during the March window can affect your c...
Can You Live Half Your Income? A Practical Playbook to Boost Investments
Can you live half your income? This guide lays out a practical, year-by-year plan to cut expenses, automate savings, ...
Surprisingly Dave Ramsey Tells a Couple They’ll Become Millionaires
A near-40 couple with $86,000 in debt is told they can still reach millions in retirement after paying off debt and p...
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