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...
What Not To Do When Planning For Retirement
Explore key tips on what not to do when planning for retirement. Avoid common missteps to ensure a successful retirement.
26,407 articles
Why I Wouldn't Claim Social Security Without This Number
Plenty of retirees rush to claim Social Security, but a single number can change everything: your break-even age. Lea...
Filed Your 2025 Taxes? Here’s What to Do Next for 2026
Investors who filed their 2025 taxes should act now to optimize retirement income, manage Medicare IRMAA costs, and a...
2025 TIAA-GFLEC Study Finds Stagnant Financial Literacy
The 2025 GFLEC index shows no improvement in Americans’ financial literacy since 2017, with gaps by gender and race w...
Social Security's 2027 COLA: A Mixed Investment Outlook
Inflation and policy twists can make retirement planning tricky. This guide explains what social security's 2027 COLA...
The Case for Holding SMH in a Roth IRA: Tax Wins Today
With semiconductors powering AI and autos, investors are rethinking SMH inside Roth IRAs. This article examines the c...
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...
$52,000 Trap Hits Retirees Who Delay Social Security to 70
High-income retirees who wait until age 70 to claim Social Security may face a hidden tax bill, Medicare surcharges, ...
Social Security Took $1.45 Trillion Revenue, Yet Short
The latest Social Security Trustees report shows social security took $1.45 in revenue in 2025, but outlays exceeded ...
Medicare Paid $12.3 Billion: What Investors Should Know Now
In 2024, medicare paid $12.3 billion for a cluster of services that are now facing tighter coverage. This shift could...
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 ...
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...
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