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...
When To Start Retirement Planning
Knowing when to start retirement planning is crucial for a secure future. Gain insights that will help you prepare effectively for retirement.
15,993 articles
Americans Quietly Retiring in Greece on $2,800 a Month
A wave of U.S. retirees is moving to Greece, living on roughly $2,800 a month as they navigate visas, healthcare, and...
$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, ...
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...
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...
2025 TIAA-GFLEC Study Finds Stagnant Financial Literacy
The 2025 GFLEC index shows no improvement in Americans’ financial literacy since 2017, with gaps by gender and race w...
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...
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...
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 ...
Stephen King Compared Maga and Money Habits: Lessons
A viral moment where a famous author linked MAGA to an addictive pattern reveals powerful lessons for personal financ...
The Social Security Earnings Test Mistakes Retirees Make
A misread of the social security earnings test could cost retirees thousands in benefits. Two thresholds and smart ti...
Healthy Year, Medicare Advantage: A Cost Tradeoff Today
Retirees face a sharp cost split under Medicare Advantage: healthy years bring savings, while cancer years can spike ...
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