S&P 500
7,519.20
+0.00%
Dow Jones
52,456.50
-0.13%
Nasdaq 100
29,259.10
0.00%
Russell 2000
2,949.66
-0.06%
FTSE 100
10,492.00
-0.18%
Nikkei 225
67,207.20
+0.21%
Carl Sullivan
All articles

Everything by Carl.

177 articles

← Back to profile
Personal Finance

A $250,000 Annuity Guarantees $1,600 a Month for Life, but What Are Retirees Giving Up?

Jul 13, 2026 Personal Finance

73-Year-Old With $1.8M Faces $80,000 RMD That Pushes Him Into the Top Tax Bracket

Jul 10, 2026 Personal Finance

Uncomfortable Math: A $2 Million Nest Egg at 66 Buys About $44,000 a Year

Jul 10, 2026 Personal Finance

Why a $1.8 Million Nest Egg at 65 Only Buys $54,000 of Real Annual Spending

Jul 8, 2026 Personal Finance

70-Year-Old Discovers a $140,000 Tax Bill Hiding in His Late Wife’s Inherited IRA

Jul 8, 2026 Personal Finance

63-Year-Old With $2.2M Discovers Pension Buyout Decision Could Cost His Widow $310,000

Jul 7, 2026 Personal Finance

A $2.5 Million Nest Egg at 62 Only Buys $46,000 of Real Spending

Jul 7, 2026 Personal Finance

Playing It Safe With $1.7 Million in Cash and Bonds Is Costing This Retiree $39,000 a Year

Jul 7, 2026 Personal Finance

That $1.2 Million 401(k) at 60 Only Buys $38,000 a Year Once You Bridge to Medicare

Jul 6, 2026 Personal Finance

$1 Million Annuity Locks In $6,100 a Month for Life, but What Happens to Surviving Spouse?

Jul 6, 2026 Personal Finance

Retiring at 64 With $1.5M Means Covering a $51,000 Healthcare Gap Before Medicare Kicks In

Jul 6, 2026 Personal Finance

A $400,000 Annuity Guarantees $2,600 a Month for Life, but Here Is the $190,000 Retirees Are Giving Up

Jun 30, 2026 Personal Finance

If You Have $850,000 Saved at 59, Here Is the Monthly Income You Can Actually Count On

Jun 30, 2026 Personal Finance

67-Year-Old With $1.3M Discovers Single Roth Conversion Triggered $48,000 Tax Bomb

Jun 28, 2026 Personal Finance

Why a $4 Million Nest Egg at 70 Really Only Buys $88,000 of Real Annual Spending

Jun 28, 2026 Personal Finance

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

Jun 28, 2026 Personal Finance

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

Jun 27, 2026 Personal Finance

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

Jun 26, 2026 Personal Finance

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

Jun 26, 2026 Personal Finance

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

Jun 26, 2026