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Carl Sullivan
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Everything by Carl.

211 articles

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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 Personal Finance

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

Jun 25, 2026 Personal Finance

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

Jun 25, 2026 Personal Finance

69-Year-Old Widow Discovers Husband’s IRA Will Cost $112,000 in Avoidable Tax

Jun 25, 2026 Personal Finance

A 67-Year-Old Solo Retiree With $1.4 Million Faces Three Difficult Decisions

Jun 15, 2026 Personal Finance

70-Year-Old Retiree Gifts $190,000 for Grandchild’s Down Payment. A Medicare Trap Follows.

Jun 15, 2026 Personal Finance

70-Year-Old Couple With $1.8M Just Got a Stage 2 Cancer Diagnosis. Financial Decisions They Have 60 Days to Make

Jun 13, 2026