Six-Month Medicare Lookback Penalties Hit HSA Holder Hard
A 66-year-old HSA holder faces $7,800 in excess contributions penalties tied to the six-month Medicare lookback. The ...
When Should I Start Thinking About Retirement
Understanding when to start thinking about retirement can make a big difference. Explore key factors to help you plan effectively.
24,441 articles
Most Retirees Choose JEPI, but This 4.8% Yield Outperforms
In 2026, JEPI remains a go-to for retirement income, yet Amplify DIVO is delivering stronger total returns for some i...
Retirees Face Tax Hit on Your 2026 COLA Increase, Again
The 2026 COLA brings a modest bump to Social Security, but frozen tax thresholds mean a large portion of that gain ma...
MBA Launches Forum Reverse Mortgages Shape Senior Lending
The Mortgage Bankers Association unveils a new forum focused on reverse mortgages and senior lending, signaling a coo...
Investors Rejected Crypto Basket Put to Test Again
A leading manager weighs the case for broad crypto exposure after investors rejected crypto basket ETFs. Early demand...
Come 2030: The U.S. Deficit Fueled by Health Costs
New projections from the CBO signal a coming squeeze: come 2030, the u.s. deficit could reach about 5.9% of GDP as he...
The $30,000 Stock Sale That Triggered a Tax Torpedo
A 68-year-old retiree faced a surprise tax bill after selling $30,000 of stock. The move pushed provisional income ov...
They’ve Wanted to Downsize for Years, but a 3% Mortgage
A retired couple confronts a familiar retirement puzzle: stay in a costly, large home or downsize, even as borrowing ...
Obama’s Former Campaign Manager Warns Democrats on Economics
A seasoned political strategist warns that without a concrete, consumer-focused economic message, Democrats could str...
NRMLA Targets Lower HECM Insurance Premiums Amid Policy Push
Industry leaders at NRMLA’s Western Regional Meeting outlined a strategy to reduce HECM costs and the second appraisa...
Retirees Realizing Million Nest Shrinks Spending Realities
A typical $1 million nest egg may translate to roughly $28k of discretionary annual spending after taxes, Medicare, a...
XLK, VGT, FTXL: Which Tech Belongs in Portfolios
As AI and cloud demand shape the tech landscape in early 2026, investors debate whether broad exposure through XLK or...
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