S&P 500
7,633.20
+0.31%
Dow Jones
53,893.00
+1.14%
Nasdaq 100
29,106.20
+0.99%
Russell 2000
2,995.41
+0.37%
FTSE 100
10,904.40
+0.20%
Nikkei 225
64,309.90
+1.28%
Carl Sullivan
All articles

Everything by Carl.

211 articles

← Back to profile
Personal Finance

Retired Electrician With $760,000 Discovers Pension Triggers Unwelcome IRMAA Surprise

Jul 23, 2026 Investing

Why Your Nest Egg Size Does Not Matter (But This One Number Does)

Jul 22, 2026 Personal Finance

70-Year-Old Federal Retiree With $1.1 Million Discovers One RMD Disqualified Him From the Hold-Harmless Rule

Jul 22, 2026 Personal Finance

A 61-Year-Old Who Just Inherited an $850,000 IRA and Is About to Hand the IRS $210,000

Jul 22, 2026 Personal Finance

If You Just Inherited an IRA, Read This

Jul 20, 2026 Personal Finance

A 68-Year-Old Retired Nurse Learns $920,000 Pension Pushes Her Into IRMAA Tier Two

Jul 20, 2026 Personal Finance

A 58-Year-Old Widow Could Lose $130,000 of Her Husband’s IRA to One Tax Mistake

Jul 20, 2026 Personal Finance

Retirees Are Realizing a $1 Million Nest Egg Only Means $28,000 in Real Annual Spending

Jul 18, 2026 Personal Finance

Nobody Warned This 72-Year-Old His First RMD Would Cost an Extra $19,000 in Tax

Jul 17, 2026 Personal Finance

Why $900,000 at 64 Feels Rich but Spends Like $27,000 a Year

Jul 17, 2026 Personal Finance

Why Did a 73-Year-Old With $2.4 Million See Her Medicare Premium Double?

Jul 16, 2026 Personal Finance

Retirees Learn an $800,000 Nest Egg at 63 Means Only $23,000 in Real Annual Spending

Jul 14, 2026 Personal Finance

A $350,000 Annuity Guarantees $2,200 a Month for Life, but Here Is What Retirees Give Up

Jul 14, 2026 Personal Finance

75-Year-Old With $1.3M Faces $58,000 RMD That Drags 85% of His Social Security Into Tax

Jul 14, 2026 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