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...
What Retirement Account Should I Open In My 30s
Decide on the best retirement account to open in your 30s. Set yourself up for a successful financial future.
24,559 articlesThe 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...
Why Retirees Choose Income Income Over Big Growth Strategies
In a market facing higher-rate reality and volatile swings, retirees increasingly prefer steady cash flows from incom...
Suze Orman Clarifies Inherited RMDs Under 10-Year Rule
On March 19, 2026, Suze Orman addressed a listener’s question about inherited IRAs, clarifying that non-spouse benefi...
Form Erase Your IRMAA: 60-Day Window After Life Event
A qualifying life event may lower Medicare IRMAA costs. The SSA-44 form offers a 60-day window to update income estim...
Dave Ramsey Says Divorced 40-Year-Olds Can Still Retire Rich
A 40-year-old who is recently divorced can still reach a comfortable retirement if they commit to disciplined saving ...
Your Dividend Yield Isn’t Your Income: Tax Take Today
Two retirees withdraw the same amount from $2M portfolios, but after federal and state taxes they diverge sharply. Th...
Can You Retire in Sarasota on $5,500 a Month? Three Truths
In Sarasota, a $5,500 monthly retirement plan hinges on owning your home, strong Social Security, and a well-funded p...
T-Bills More Than Salary Stirs Retirement Plans
A growing number of seniors report t-bills more than salary as short-term yields rise, complicating the Social Securi...
How to Build $12,000 Month Dividend Income in Retirement
With rates and yields shifting in 2026, experts say building $12,000 a month from dividends hinges on yield mix and g...
$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, ...
A $500 Month Into This Tech ETF Could Change Retirement
A disciplined $500 monthly investment into a semiconductor-focused ETF since 2016 would have climbed to roughly half ...
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