Backdoor Roth 401(K) Loophole Sparks Tax-Free Conversions
High earners are pursuing a legal workaround—backdoor roth 401(K) conversions—to move after-tax 401(K) money into Rot...
Which Passive Funds To Buy For Retirement
Get guidance on which passive funds to buy for retirement, focusing on cost, diversification, and long-term goals.
24,385 articles
Before Take That Part-Time Job: Medicare Premium Risk
A high-balance 401(k) can trigger higher Medicare premiums for retirees who take part-time work. This piece explains ...
Jennifer Lopez Says Happy Single Life and Smart Money Moves
A top-notch example of choosing happiness and financial control, Jennifer Lopez Says Happy single life isn’t about av...
Social Security’s Special Minimum Shrinks Further in 2026
In 2026, social security’s special minimum is fading for new retirees. Fewer than 30,000 people still qualify, with m...
Social Security Changes Retirees Should Prepare for 2027
As 2027 approaches, policymakers are weighing changes to Social Security that could affect retiree income. This artic...
$1.2M Nest Translates Only Spending Gap in Retirement
A 70-year-old with a $1.2 million portfolio and $30,000 in Social Security faces a tight budget after taxes and healt...
Ways Divorce Derail Your Finances: A Timely Look Now
As households face ongoing economic pressure in 2026, divorce can ripple through finances for years. This report outl...
IRMAA Surprise That Costs Retirees Thousands in Premiums
A Medicare rule tied to two-year income lookbacks can push up premiums for near-retirees. Financial planners warn tha...
A $1.5 Million 401(K) Defer Strategy Extends RMDs
As SECURE 2.0 is fully in effect, a $1.5 million 401(K) can leverage a Qualified Longevity Annuity Contract to lower ...
Retire at 62 with $2,500 Month Villages: Here’s How
A new path to early retirement points to The Villages in Florida, using a paid-off home and strict budgeting to live ...
68-Year-Old with $850,000 Traditional IRA Faces Tax Bill
A 68-year-old with $850,000 traditional IRA could face a six-figure tax bill as required minimum distributions loom. ...
Dividend Aristocrats: Boomers’ Favorite Retirement Stocks
Five stalwart Dividend Aristocrats continue to anchor retirement portfolios with rising payouts, steady cash flow, an...
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