Thought COBRA Counted Coverage? Medicare Penalties Persist
A common retirement pitfall hinges on COBRA coverage not extending Medicare enrollment windows. This piece explains h...
Which Etfs Pay Qualified Dividends
Find out which ETFs consistently pay qualified dividends and how this impacts your tax strategy and after-tax returns.
22,163 articles
Investing with Parents: Estate Planning for Retirement
A purposeful retirement blends smart investing with clear estate planning and honest talks with aging parents. This g...
One Form Lets You Undo a Claim If You Claimed Social Security
As inflation and retirement pressures mount in 2026, a little-known form lets retirees reset a claim filed early. Her...
Whether Your Social Security Will Be Taxed in Retirement
As 2026 unfolds, the tax on Social Security depends on three numbers, not the payout amount. This guide breaks down h...
Age Trends in Retirement Planning: What It Means for You
Age trends in retirement planning are reshaping how we save, invest, and withdraw. This guide breaks down what works ...
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...
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...
The Case Non-QM: Serving American Homebuyers Today and Beyond
Non-QM mortgage products are expanding to serve gig workers and freelancers, signaling a major shift in access to hom...
Here's Retirement Challenge Nobody Talks About Exposed
A nationwide survey highlights a hidden retirement risk: decades of saving without a plan to spend, leaving millions ...
Fentanyl-Linked Chinese Network Tied to Crypto Scam in Japan
An international investigation ties a fentanyl-linked chinese network tied to a Japan-based crypto scam to a counterf...
$900,000 Inherited 401(k): 10-Year Rule Update
A $900,000 inherited 401(k) faces the SECURE Act’s 10-year rule, with recent IRS guidance adding complexity for heirs...
Housing Market Spotlight: Local Markets Defy Slump
The July Fourth week masked the broader strength in local housing markets. National data showed seasonal lull, but th...
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