retirement Articles

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98 Articles

Carl Sullivan | Jun 28, 2026 at 11:27 AM EDT

73-Year-Old With $2.1M Just Found Out His First RMD Pushed Him Into IRMAA Tier Three

A retiree turns 73 and takes his first required minimum distribution (RMD) from a long-untouched traditional IRA. Two years later…

Carl Sullivan | Jun 27, 2026 at 7:36 AM EDT

Social Security Fairness Act Slams 71-Year-Old Retired Teacher With IRMAA Penalty

A retired public school teacher, age 71, lives on a $48,000 state pension and pulls roughly $36,000 a year from…

Carl Sullivan | Jun 26, 2026 at 3:11 PM EDT

73-Year-Old With $940,000 Faces a RMD That Drags Her Social Security Into Taxable Column

Among the most common surprises of retirement are required minimum distributions (RMDs) and the tax consequences that come with them.…

Carl Sullivan | Jun 26, 2026 at 10:56 AM EDT

Retired Engineer With $1.6M Discovers Tax Bomb Hiding Inside 401(k) He Never Rolled Over

A 66-year-old retired mechanical engineer sits on $1.6 million in total assets, with $1.1 million still parked in a former…

Carl Sullivan | Jun 26, 2026 at 6:44 AM EDT

Retired Firefighter With $810,000 Discovers Pension Just Triggered an IRMAA Surprise

Picture a 62-year-old retired firefighter living comfortably on a $78,000 public-safety pension. He has $410,000 in a 457(b) and about…

Carl Sullivan | Jun 25, 2026 at 7:41 PM EDT

68-Year-Old Federal Retiree With $1.2M TSP Discovers Survivor Election Cost Him $90,000

A 68-year-old federal retiree sits down with his account statements and has a startling revelation. His Thrift Savings Plan (TSP)…

Carl Sullivan | Jun 25, 2026 at 4:23 PM EDT

Retired Couple With $2.3M Faces $5,600 IRMAA Surprise After Selling Rental Property

A couple in their mid-60s sold a rental house two years ago, paid the capital gains and depreciation recapture taxes…

Michael Williams | Jun 17, 2026 at 8:43 AM EDT

‘You Can Have Your Cake and Eat It Too’: Suze Orman to 55-Year-Old Torn Between 457(b) and Roth 401(k)

A 55-year-old caller called into Suze Orman’s Women & Money podcast episode “Caution, Caution, Caution!” published June 11, 2026, with…

247wallstdata | Jun 16, 2026 at 2:30 PM EDT

I Have Enough to Retire at 55, So Why Can’t I Quit Working?

When you have spent your working life saving and investing toward a retirement number, actually pulling the plug can feel…

Carl Sullivan | Jun 13, 2026 at 2:43 PM EDT

66-Year-Old Couple With $2.2M Thought They Were Frugal — Until They Audited Their Spending

In a world of ever-rising inflation, it’s easy for even frugal retirees to find they’re overspending. Imagine a retired couple…

Carl Sullivan | Jun 12, 2026 at 5:21 PM EDT

Retired and Considering Remarrying? Five Questions That Determine Whether You Should

The scenario is common enough that estate attorneys have a name for it: the gray remarriage. She is 68, widowed,…

Carl Sullivan | Jun 12, 2026 at 4:06 PM EDT

Retired Couple’s Three Pets Are Costing Them $14K a Year. What That Means for Retirement

Most pet owners will do almost anything for their fur babies. But what happens when expensive veterinary bills start to…

Carl Sullivan | Jun 11, 2026 at 2:38 PM EDT

Retiring With $1.8M in New Jersey Means an $11,400 Annual Tax Bill the Calculators Skip

Location always matters. Consider a married couple, both aged 65, retiring with $1.8 million in combined IRAs and brokerage assets.…

Carl Sullivan | Jun 10, 2026 at 12:20 PM EDT

What $6,500 a Month Really Looks Like in Retirement With a $1.7 Million Portfolio

A 66-year-old couple with a $1.7 million portfolio and $40,000 in combined annual Social Security looks like a textbook retirement…

Carl Sullivan | Jun 9, 2026 at 10:08 AM EDT

66-Year-Old Retiree With a $94,000 Pension Surprised by IRMAA Trip

A 66-year-old retired police captain with a $94,000 annual pension just signed up for Medicare and discovered something his union…

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retirement Articles

All retirement Articles

73-Year-Old With $2.1M Just Found Out His First RMD Pushed Him Into IRMAA Tier Three

Social Security Fairness Act Slams 71-Year-Old Retired Teacher With IRMAA Penalty

73-Year-Old With $940,000 Faces a RMD That Drags Her Social Security Into Taxable Column

Retired Engineer With $1.6M Discovers Tax Bomb Hiding Inside 401(k) He Never Rolled Over

Retired Firefighter With $810,000 Discovers Pension Just Triggered an IRMAA Surprise

68-Year-Old Federal Retiree With $1.2M TSP Discovers Survivor Election Cost Him $90,000

Retired Couple With $2.3M Faces $5,600 IRMAA Surprise After Selling Rental Property

‘You Can Have Your Cake and Eat It Too’: Suze Orman to 55-Year-Old Torn Between 457(b) and Roth 401(k)

I Have Enough to Retire at 55, So Why Can’t I Quit Working?

66-Year-Old Couple With $2.2M Thought They Were Frugal — Until They Audited Their Spending

Retired and Considering Remarrying? Five Questions That Determine Whether You Should

Retired Couple’s Three Pets Are Costing Them $14K a Year. What That Means for Retirement

Retiring With $1.8M in New Jersey Means an $11,400 Annual Tax Bill the Calculators Skip

What $6,500 a Month Really Looks Like in Retirement With a $1.7 Million Portfolio

66-Year-Old Retiree With a $94,000 Pension Surprised by IRMAA Trip

No, Your Teacher Pension Isn’t Enough, and the $49,000 Loophole Buried in Your Own Benefits Packet Could Save Your Retirement

Convert Your IRA While the Market Is Crashing and the IRS Basically Gives You a Discount

Your Business Is Your Retirement Plan? That’s the Million-Dollar Mistake. Open a Solo 401(k) Before December 31

No, Your Teacher Pension Isn't Enough, and the $49,000 Loophole Buried in Your Own Benefits Packet Could Save Your Retirement

Convert Your IRA While the Market Is Crashing and the IRS Basically Gives You a Discount

No, Your Teacher Pension Isn’t Enough, and the $49,000 Loophole Buried in Your Own Benefits Packet Could Save Your Retirement

Convert Your IRA While the Market Is Crashing and the IRS Basically Gives You a Discount

retirement Articles

All retirement Articles

73-Year-Old With $2.1M Just Found Out His First RMD Pushed Him Into IRMAA Tier Three

Social Security Fairness Act Slams 71-Year-Old Retired Teacher With IRMAA Penalty

73-Year-Old With $940,000 Faces a RMD That Drags Her Social Security Into Taxable Column

Retired Engineer With $1.6M Discovers Tax Bomb Hiding Inside 401(k) He Never Rolled Over

Retired Firefighter With $810,000 Discovers Pension Just Triggered an IRMAA Surprise

68-Year-Old Federal Retiree With $1.2M TSP Discovers Survivor Election Cost Him $90,000

Retired Couple With $2.3M Faces $5,600 IRMAA Surprise After Selling Rental Property

‘You Can Have Your Cake and Eat It Too’: Suze Orman to 55-Year-Old Torn Between 457(b) and Roth 401(k)

I Have Enough to Retire at 55, So Why Can’t I Quit Working?

66-Year-Old Couple With $2.2M Thought They Were Frugal — Until They Audited Their Spending

Retired and Considering Remarrying? Five Questions That Determine Whether You Should

Retired Couple’s Three Pets Are Costing Them $14K a Year. What That Means for Retirement

Retiring With $1.8M in New Jersey Means an $11,400 Annual Tax Bill the Calculators Skip

What $6,500 a Month Really Looks Like in Retirement With a $1.7 Million Portfolio

66-Year-Old Retiree With a $94,000 Pension Surprised by IRMAA Trip

No, Your Teacher Pension Isn’t Enough, and the $49,000 Loophole Buried in Your Own Benefits Packet Could Save Your Retirement

Convert Your IRA While the Market Is Crashing and the IRS Basically Gives You a Discount

Your Business Is Your Retirement Plan? That’s the Million-Dollar Mistake. Open a Solo 401(k) Before December 31

Featured Reads

No, Your Teacher Pension Isn't Enough, and the $49,000 Loophole Buried in Your Own Benefits Packet Could Save Your Retirement

Convert Your IRA While the Market Is Crashing and the IRS Basically Gives You a Discount