Social Security Overpayment Letters: Fight a $14K Clawback
A wave of social security overpayment letters in 2024 has led to sizable clawbacks for vulnerable retirees. This repo...
What To Do With Retirement Savings At 50
Learn what to do with retirement savings at 50. Make informed decisions to secure your financial future.
8,434 articles
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...
Stock Market Flashing Warning: What History Says Comes Next
A notable market strength conflicts with a warning signal rarely seen outside the dot-com era. This article explains ...
Filing Single After Your Spouse Dies: 401(k) Moves
Two years after a spouse's death, survivors face a new tax regime. This report outlines crucial 401(k) moves to reduc...
Claiming Social Security at 62 Shields a $600K Portfolio
As market swings persist, a growing number of retirees consider claiming Social Security at 62 to cushion a $600,000 ...
Prediction: Buying Brookfield Renewable Could Set You Up
A smart, long-term bet on renewable energy could come from Brookfield Renewable Partners. This guide breaks down why ...
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...
Social Security Collision Course Sparks Fresh Policy Debate
The 2026 Trustees report flags a widening funding gap for Social Security, suggesting possible benefit cuts if Congre...
Average 70-Year-Old $250,000 Triggers First RMD Tax Hit
As the first required minimum distributions loom for retirees with a $250,000 balance, many face a meaningful tax bil...
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...
Why JEPQ’s Payout Belongs Your Roth IRA Strategy Today
As JEPQ delivers most of its distributions as ordinary income from option premiums, placing the payout inside a Roth ...
Rethinking a $250,000 Annuity: The $1,600 Trade-Off
A $250,000 SPIA promises $1,600 a month for life, but it comes with lock-in, fees, and a trade-off between predictabl...
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