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David Beren | May 30, 2026 at 11:23 AM EDT

What Happens to a $4.2 Million Estate When the Older Spouse Dies First vs. Second, and Why the Order Determines a $700,000 Tax Gap

A 73-year-old husband and 70-year-old wife sitting on $4.2 million in retirement and brokerage assets generally assume the federal estate…

Drew Wood | May 30, 2026 at 11:21 AM EDT

Tax Aware Dividend Stacking: How a $750,000 Roth Portfolio Pays $42,000 Federally Tax Free

A 65 year old retiree sitting on $750,000 inside a Roth IRA can engineer roughly $42,000 of annual dividend income…

Vandita Jadeja | May 30, 2026 at 11:03 AM EDT

Prediction: Cisco Stock Will Trade at This Price in 2028

Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) just posted record quarterly revenue of $15.84 billion with networking up 25% year…

Austin Smith | May 30, 2026 at 11:00 AM EDT

The $200,000 Social Security Mistake Couples Make at 64 Without Realizing It

The Decision Sitting on the Kitchen Table You are both 64. One of you earned more over a long career,…

Rich Duprey | May 30, 2026 at 10:48 AM EDT

History Says the S&P 500’s 9-Week Rally Is Rare. It May Be Even Rarer Than You Think

The stock market keeps climbing, and investors have every reason to feel optimistic. The S&P 500 closed this week with…

Sam Daodu | May 30, 2026 at 10:35 AM EDT

Is It Smarter to Buy Bitcoin (BTC) or Ethereum (ETH) Right Now?

Every crypto buyer hits the same question eventually: Which is the smarter byy between Bitcoin (CRYPTO: BTC) and Ethereum (CRYPTO:…

David Beren | May 30, 2026 at 10:27 AM EDT

The Cash Balance Plan a 58-Year-Old Solo Consultant Is Using to Shelter $312,000 a Year From Federal Tax

A 58-year-old strategy consultant working solo, with 2025 net Schedule C income of $480,000, has already filled the obvious retirement…

Carl Sullivan | May 30, 2026 at 10:27 AM EDT

73-Year-Old Widow With $2.1M Discovers Husband’s IRA Beneficiary Election Triggered a $96K Tax Bill

Margaret is 73. Her husband died in March, and six months later, her CPA delivered some bad news. A single…

Joey Frenette | May 30, 2026 at 10:25 AM EDT

Meet the Tiny Market Already 5Xing the S&P 500 in 30 Days

Just over three years ago, you wouldn’t have thought that the South Korean stock market would be such a source…

Ian Cooper | May 30, 2026 at 10:21 AM EDT

Want $9,000 in Annual Passive Income? Invest $100,000 Into These 3 Monthly Paying Funds

A retiree with $100,000 in a brokerage account wants a predictable monthly check covering recurring bills. The target is $750…

Michael Williams | May 30, 2026 at 10:15 AM EDT

Social Security’s Windfall Elimination Provision is Gone. Here’s How to Claim What You’re Owed

A retired California schoolteacher watched her late husband’s Social Security survivor benefit get zeroed out the day she filed. A…

Trey Thoelcke | May 30, 2026 at 9:50 AM EDT

After Caesars Goes Private, These 3 Casino Stocks Are Next on the Buyout List, Ranked

On May 28, 2026, Caesars Entertainment (NASDAQ: CZR | CZR Price Prediction) announced a definitive agreement to be acquired by…

Drew Wood | May 30, 2026 at 9:46 AM EDT

A 64-Year-Old Single Restaurant Owner Selling for $1.2 Million Cash Discovers a 1031 Won’t Help Him But This Strategy Will

A 64-year-old restaurant owner has spent 25 years building an independent business and recently accepted a $1.2 million cash offer…

Sam Daodu | May 30, 2026 at 9:44 AM EDT

Can Solana (SOL) Reclaim Its $294 All-Time High?

A lot of investments that lose 70% don’t ever recover, but Solana (CRYPTO: SOL) has a habit of beating the…

John Seetoo | May 30, 2026 at 9:36 AM EDT

Gold Is Up Again in 2026 and After Reviewing Every Way to Access the Metal, These 3 ETFs Cover the Trade at Three Different Risk Levels

Gold continues to do what it has done for the better part of two years: grind higher with occasional sharp…

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Latest Articles

All Latest Articles

What Happens to a $4.2 Million Estate When the Older Spouse Dies First vs. Second, and Why the Order Determines a $700,000 Tax Gap

Tax Aware Dividend Stacking: How a $750,000 Roth Portfolio Pays $42,000 Federally Tax Free

Prediction: Cisco Stock Will Trade at This Price in 2028

The $200,000 Social Security Mistake Couples Make at 64 Without Realizing It

History Says the S&P 500’s 9-Week Rally Is Rare. It May Be Even Rarer Than You Think

Is It Smarter to Buy Bitcoin (BTC) or Ethereum (ETH) Right Now?

The Cash Balance Plan a 58-Year-Old Solo Consultant Is Using to Shelter $312,000 a Year From Federal Tax

73-Year-Old Widow With $2.1M Discovers Husband’s IRA Beneficiary Election Triggered a $96K Tax Bill

Meet the Tiny Market Already 5Xing the S&P 500 in 30 Days

Want $9,000 in Annual Passive Income? Invest $100,000 Into These 3 Monthly Paying Funds

Social Security’s Windfall Elimination Provision is Gone. Here’s How to Claim What You’re Owed

After Caesars Goes Private, These 3 Casino Stocks Are Next on the Buyout List, Ranked

A 64-Year-Old Single Restaurant Owner Selling for $1.2 Million Cash Discovers a 1031 Won’t Help Him But This Strategy Will

Can Solana (SOL) Reclaim Its $294 All-Time High?

Gold Is Up Again in 2026 and After Reviewing Every Way to Access the Metal, These 3 ETFs Cover the Trade at Three Different Risk Levels

Medicare’s Hidden Two-Year Lookback Rule Catches Retirees Who Inherit IRAs Before 65

Why Affluent Couples Are Draining the Higher-Earning Spouse’s 401(k) First to Avoid the Widow’s Tax Penalty

Crypto Crash Today: Why Bitcoin, Ethereum, XRP, and Solana Are All Down Double Digits

Medicare's Hidden Two-Year Lookback Rule Catches Retirees Who Inherit IRAs Before 65

Why Affluent Couples Are Draining the Higher-Earning Spouse's 401(k) First to Avoid the Widow's Tax Penalty

Medicare’s Hidden Two-Year Lookback Rule Catches Retirees Who Inherit IRAs Before 65

Why Affluent Couples Are Draining the Higher-Earning Spouse’s 401(k) First to Avoid the Widow’s Tax Penalty

Latest Articles

All Latest Articles

What Happens to a $4.2 Million Estate When the Older Spouse Dies First vs. Second, and Why the Order Determines a $700,000 Tax Gap

Tax Aware Dividend Stacking: How a $750,000 Roth Portfolio Pays $42,000 Federally Tax Free

Prediction: Cisco Stock Will Trade at This Price in 2028

The $200,000 Social Security Mistake Couples Make at 64 Without Realizing It

History Says the S&P 500’s 9-Week Rally Is Rare. It May Be Even Rarer Than You Think

Is It Smarter to Buy Bitcoin (BTC) or Ethereum (ETH) Right Now?

The Cash Balance Plan a 58-Year-Old Solo Consultant Is Using to Shelter $312,000 a Year From Federal Tax

73-Year-Old Widow With $2.1M Discovers Husband’s IRA Beneficiary Election Triggered a $96K Tax Bill

Meet the Tiny Market Already 5Xing the S&P 500 in 30 Days

Want $9,000 in Annual Passive Income? Invest $100,000 Into These 3 Monthly Paying Funds

Social Security’s Windfall Elimination Provision is Gone. Here’s How to Claim What You’re Owed

After Caesars Goes Private, These 3 Casino Stocks Are Next on the Buyout List, Ranked

A 64-Year-Old Single Restaurant Owner Selling for $1.2 Million Cash Discovers a 1031 Won’t Help Him But This Strategy Will

Can Solana (SOL) Reclaim Its $294 All-Time High?

Gold Is Up Again in 2026 and After Reviewing Every Way to Access the Metal, These 3 ETFs Cover the Trade at Three Different Risk Levels

Medicare’s Hidden Two-Year Lookback Rule Catches Retirees Who Inherit IRAs Before 65

Why Affluent Couples Are Draining the Higher-Earning Spouse’s 401(k) First to Avoid the Widow’s Tax Penalty

Crypto Crash Today: Why Bitcoin, Ethereum, XRP, and Solana Are All Down Double Digits

Featured Reads

Medicare's Hidden Two-Year Lookback Rule Catches Retirees Who Inherit IRAs Before 65

Why Affluent Couples Are Draining the Higher-Earning Spouse's 401(k) First to Avoid the Widow's Tax Penalty