Five Reasons to Retire in West Virginia and One Caveat This Year
West Virginia is drawing attention from retirees seeking to stretch portfolios amid higher costs elsewhere. Five reas...
Worst Drawdown Scenarios Index Funds Retirement
Review worst-case drawdown scenarios for retirees using index funds and outline strategies to mitigate impact and preserve long-term goals.
20,149 articlesLast Paycheck Included Weeks Triggers Medicare IRMAA Shock
A retiree discovered that a severance-heavy last paycheck can trigger a Medicare surcharge years later. This story ex...
The $500,000 Earner’s 401(k) Strategy for Tax-Free Wealth
A high-income professional taps a tax-smart 401(k) path—after-tax contributions plus in-plan Roth conversions—to turn...
The $24,500 Trap: Why Most Americans Save Little Today
As markets rally, Americans save less than the maximum 401(k) contribution. The gap creates lifetime shortfalls that ...
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...
Worker Engagement Just Decade Drops as Managers Face Heat
New data covering about 88 million employees shows worker engagement at a decade-low, with managerial practices ident...
Moss’ $1.6 Million Portfolio Tops Government Pensions
A fresh retirement rule laid out on a March 2026 podcast reframes how affluent savers think about income in retiremen...
Enrolling Medicare While Still Working Triggers HSA Tax
Late-career workers who enroll in Medicare while still employed and continue HSA deposits risk a 6% annual excise tax...
The Surviving Spouse with $1.4M Faces Widow Penalty
A widow with $1.4 million in retirement assets faces a tax cliff once her spouse dies. The IRS treats her as a single...
Americans Have No Estate Plan at Alarming Rate Today
More than half of U.S. adults lack essential estate planning documents, a trend that persists despite rising financia...
Cash Long Haul Trash? Why Money Experts Ditch Buckets
A prominent money advisor challenges the traditional retirement bucket approach, proposing a simple one-year cash cus...
They Both Turned Same Month: Medicare IRMAA Savings
Two high-earning retirees hit 65 in the same month, but only one cut her Medicare bill by using SSA-44 to lower MAGI,...
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