Secure Forces High Earners Into Roth Catch-Ups in 2026
Starting in 2026, SECURE 2.0 requires older high earners to route catch-up contributions into Roth 401(k)s, removing ...
Which Inexpensive Index Funds For Retirement
Which Inexpensive Index Funds For Retirement covers affordable options for retirement portfolios. Learn how to balance costs with diversification.
23,520 articles
Retirees Beware: States That Cost the Most in Taxes
Six states push retirees toward higher tax bills, with per-capita taxes above $9,000 for many seniors. The piece deta...
Tsunami Seniors: Record Numbers Reshape Investing Landscape
As millions of Baby Boomers retire, a fundamental shift is underway for markets and investment strategies. This story...
Most Indebted Generation America: How Employers Can Help
Gen X holds the heaviest debt among Americans, juggling student loans, mortgages, and caregiving. Employers are weigh...
Layoff Math That Pushed 64-Year-Old to Claim Social Security
A 64-year-old executive faces a year of severance after a sudden layoff and chooses to claim Social Security at 64. T...
Dividend Portfolio That Pays More Than Final Salary in Retirement
A 65-year-old retiree demonstrates how a well-structured dividend portfolio that pays can surpass her last full-time ...
I’m with $1.5 Million: The Carmel Retirement Math
A 53-year-old investor says i’m with $1.5 million and dreams of Carmel and a sports car. The reality check shows high...
Boomers Dominate Wealth, the Golden Years Golden Power
New data shows Baby Boomers control a large share of U.S. wealth and wield outsized influence, even as anxiety about ...
Have Enough to Retire, Can’t Quit Yet: The New FIRE Dilemma
A growing number of high-earning savers say they’ve reached their retirement targets but can’t walk away from work. A...
Should She Retire Now AI Upends Planned Work Until Technical
A 61-year-old Raleigh technical writer faces a changing job landscape as AI tools accelerate productivity. This piece...
Why Paying Your Mortgage Early Might Backfire in Retirement
Retirees are rethinking a longtime rule of thumb: pay off the mortgage before retirement. With rates higher and marke...
Vanguard Small-Cap Value Tops: Cost and Yield Showdowns
When cost matters and the hunt for long-term growth begins, Vanguard Small-Cap Value tops the field for many investor...
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