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...
When To Start Financial Planning For Retirement
Starting financial planning for retirement is crucial for a secure future. Learn the best time to begin and set your goals effectively.
20,958 articles
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...
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 ...
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...
Turning Inherited $100,000 with Almost Nothing Into Income
A 70-year-old inherits $100,000 with almost nothing saved and converts it into guaranteed lifetime income with a sing...
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...
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 ...
$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, ...
Retirees Fail to Make the Strongest Move on Social Security
New SSA data show most retirees start Social Security before age 70, missing the strongest move that could boost life...
2026 Mailbag: Divvy-Pops, Jellybeans & Kopachuk Kids
What the 2026 mailbag reveals about building steady income with Divvy-Pops and diversifying like Jellybeans. Learn ac...
How Much SCHD Replaces Social Security: A Closer Look
An in-depth look at how much SCHD would be required to replace Social Security income, with current yields, market co...
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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