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...
What To Include In A Retirement Budget
Knowing what to include in your retirement budget is vital. This guide helps you identify essential expenses for a comfortable retirement.
16,877 articles
Miss This Medicare Deadline: A Lifetime Penalty Risk
As Medicare enrollment season approaches, missed deadlines can trigger lifelong penalties for Part B and Part D. Inve...
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...
Bridge Math for Early Retirees with $2.7 Million Saved Today
A 56-year-old couple with $2.7 million saved must rethink withdrawal plans for a 35- to 40-year retirement, adopting ...
64-Year-Old Tech Exec Holds $1.6M Stock, Tax Cliff Looms
A veteran tech executive exits a long career with a concentrated stock stake worth $1.6 million, setting up a high-st...
Average Homebuyer Older Than Ever: Rent Trends for Landlords
The demographic shift toward an older homebuyer is altering demand in housing markets. This article explains how an a...
Baby Boomers: Long-Term Care Without Underwriting Expands the Market
New long-term care products now let many baby boomers access coverage without underwriting, signaling a shift in reti...
He’s Selling Business for $900,000: Medicare Installment Plan
A $900,000 business sale in one year can trigger Medicare IRMAA surcharges. Experts say structuring the deal as an in...
Investors: History Has Fantastic News for Market Future
History isn’t a crystal ball, but it’s a powerful guide. Learn how the long arc of markets offers fantastic news for ...
Transferring Retirement Accounts: Timing Won’t Beat the Market
New analysis finds no market-timing advantage from transferring retirement accounts between custodians. Long-term pla...
IRMAA Surprise That Costs Retirees Thousands in Premiums
A Medicare rule tied to two-year income lookbacks can push up premiums for near-retirees. Financial planners warn tha...
Dividend Aristocrats: Boomers’ Favorite Retirement Stocks
Five stalwart Dividend Aristocrats continue to anchor retirement portfolios with rising payouts, steady cash flow, an...
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