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154201 Articles

David Beren | May 23, 2026 at 9:54 AM EDT

PJUL Caps Your S&P 500 Gains at 11% While Protecting Against 40% Crashes: The Math for Retirees

A 68-year-old retiree with $400,000 in equities heading into 2026 has a real problem: SPY ran up 27% in the…

Jeremy Phillips | May 23, 2026 at 9:34 AM EDT

Should You Gift Above Your RMDs? Suze Orman’s Answer for Retirees With 17+ Years Left

On her July 18, 2024 podcast episode Ask KT & Suze Anything: I Want to Give Money to my Grandchildren,…

Drew Wood | May 23, 2026 at 9:20 AM EDT

How $700,000 Spread Across Four Preferred Stock ETFs Generates $42,000 a Year Even When the Stock Market Stalls

A 68-year-old retiree who wants to generate $42,000 a year in dividend income without constantly riding the swings of the…

Maurie Backman | May 23, 2026 at 9:17 AM EDT

Why 2032 Could Quietly Become the Year Everything Changes for Social Security

If you work and pay into Social Security throughout your career, you may not be happy to see those…

Marc Guberti | May 23, 2026 at 9:07 AM EDT

The 401(k) Mega Backdoor Roth Strategy a Tech Worker Used to Build $750,000 of Roth Wealth in Six Years

A 30-year-old software engineer at Meta (NASDAQ:META | META Price Prediction), earning a $200,000 base plus refreshing stock grants, asked…

Michael Williams | May 23, 2026 at 9:00 AM EDT

CDL’s $2.29 annual dividend beats Treasury yields despite rising interest rates

Income investors holding the VictoryShares US Large Cap High Div Volatility Wtd ETF (NYSEARCA:CDL) own a fund built around one…

Joel South | May 23, 2026 at 8:41 AM EDT

The Dividend Stocks That Generate $60,000 Tax-Free Inside a Roth (And What They Cost You in a Taxable Account)

Holding a high-yield dividend portfolio in a taxable account at the 24% federal bracket means writing the IRS a $14,400…

Ian Cooper | May 23, 2026 at 8:31 AM EDT

The $19,200 Medicare Surprise That Hits Retirees After One Roth Conversion in the Wrong Year

Picture a couple in their first year of retirement. Both are 64, both stopped working in January, and they finally…

Tony Dong | May 23, 2026 at 8:30 AM EDT

Vanguard’s 8-for-1 Split Made VGT Look Cheaper. For Retirees Sitting on Decades of Tech Gains, the Passive Income Math Just Got More Interesting.

I think the Vanguard Information Technology ETF (NYSEARCA: VGT) is the poster child for why investors should let winners run.…

Drew Wood | May 23, 2026 at 8:12 AM EDT

The Closed-End Fund Portfolio That Quietly Pays a 71-Year-Old $61,000 a Year on $850,000 and Trades at a Persistent Discount

A 71-year-old retiree holding $850,000 across a basket of closed-end funds is generating roughly $61,000 a year in distributions. That…

Jeremy Phillips | May 23, 2026 at 8:02 AM EDT

Warren Buffett Bought Leveraged Investor’s Berkshire Shares for $40 in the 1973 Crash. They’re Now Worth $700,000

Although the benchmark S&P 500 has clawed back to record territory and the VIX has settled into a sleepy 16.7…

Tony Dong | May 23, 2026 at 8:00 AM EDT

Your CDs Feel Safe. The 1.5 Percentage Points of Income They’re Not Paying You Aren’t.

I have never really been a fan of certificates of deposit (CDs). Yes, the principal is guaranteed and insured by…

Austin Smith | May 23, 2026 at 8:00 AM EDT

Medicare Premium Jumps Hundreds a Month in 2026 From a 2024 Asset Sale You Forgot About

Picture a 67-year-old who sold a vacation home in 2024 for a $300,000 capital gain. The check cleared, and most…

Drew Wood | May 23, 2026 at 7:55 AM EDT

How $300,000 in JEPQ and JEPI Quietly Pays $24,000 a Year Without the MLP K-1 Headache

A 65-year-old single retiree with $300,000 split evenly between two JPMorgan covered-call ETFs can pull roughly $24,000 in annual distributions…

Jeremy Phillips | May 23, 2026 at 7:28 AM EDT

One Number From SpaceX’s Pre-IPO Disclosures Reveals Just How Fragile This Business Really Is

Buried inside SpaceX’s pre-IPO disclosures is a single percentage that should make every investor lining up for the $75 billion…

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Latest Articles

All Latest Articles

PJUL Caps Your S&P 500 Gains at 11% While Protecting Against 40% Crashes: The Math for Retirees

Should You Gift Above Your RMDs? Suze Orman’s Answer for Retirees With 17+ Years Left

How $700,000 Spread Across Four Preferred Stock ETFs Generates $42,000 a Year Even When the Stock Market Stalls

Why 2032 Could Quietly Become the Year Everything Changes for Social Security

The 401(k) Mega Backdoor Roth Strategy a Tech Worker Used to Build $750,000 of Roth Wealth in Six Years

CDL’s $2.29 annual dividend beats Treasury yields despite rising interest rates

The Dividend Stocks That Generate $60,000 Tax-Free Inside a Roth (And What They Cost You in a Taxable Account)

The $19,200 Medicare Surprise That Hits Retirees After One Roth Conversion in the Wrong Year

Vanguard’s 8-for-1 Split Made VGT Look Cheaper. For Retirees Sitting on Decades of Tech Gains, the Passive Income Math Just Got More Interesting.

The Closed-End Fund Portfolio That Quietly Pays a 71-Year-Old $61,000 a Year on $850,000 and Trades at a Persistent Discount

Warren Buffett Bought Leveraged Investor’s Berkshire Shares for $40 in the 1973 Crash. They’re Now Worth $700,000

Your CDs Feel Safe. The 1.5 Percentage Points of Income They’re Not Paying You Aren’t.

Medicare Premium Jumps Hundreds a Month in 2026 From a 2024 Asset Sale You Forgot About

How $300,000 in JEPQ and JEPI Quietly Pays $24,000 a Year Without the MLP K-1 Headache

One Number From SpaceX’s Pre-IPO Disclosures Reveals Just How Fragile This Business Really Is

Medicare Will Split Your $2,100 Drug Bill Into Monthly Installments. You Have to Ask First.

The 3 Dividend ETFs That Can Fund a 30-Year Retirement Without Ever Selling a Share

A 72-Year-Old Couple With $900,000 in IRAs Converts Nothing. Their Kids Inherit the Tax Bill Instead.

Medicare Will Split Your $2,100 Drug Bill Into Monthly Installments. You Have to Ask First.

A 72-Year-Old Couple With $900,000 in IRAs Converts Nothing. Their Kids Inherit the Tax Bill Instead.

Medicare Will Split Your $2,100 Drug Bill Into Monthly Installments. You Have to Ask First.

The 3 Dividend ETFs That Can Fund a 30-Year Retirement Without Ever Selling a Share

Latest Articles

All Latest Articles

PJUL Caps Your S&P 500 Gains at 11% While Protecting Against 40% Crashes: The Math for Retirees

Should You Gift Above Your RMDs? Suze Orman’s Answer for Retirees With 17+ Years Left

How $700,000 Spread Across Four Preferred Stock ETFs Generates $42,000 a Year Even When the Stock Market Stalls

Why 2032 Could Quietly Become the Year Everything Changes for Social Security

The 401(k) Mega Backdoor Roth Strategy a Tech Worker Used to Build $750,000 of Roth Wealth in Six Years

CDL’s $2.29 annual dividend beats Treasury yields despite rising interest rates

The Dividend Stocks That Generate $60,000 Tax-Free Inside a Roth (And What They Cost You in a Taxable Account)

The $19,200 Medicare Surprise That Hits Retirees After One Roth Conversion in the Wrong Year

Vanguard’s 8-for-1 Split Made VGT Look Cheaper. For Retirees Sitting on Decades of Tech Gains, the Passive Income Math Just Got More Interesting.

The Closed-End Fund Portfolio That Quietly Pays a 71-Year-Old $61,000 a Year on $850,000 and Trades at a Persistent Discount

Warren Buffett Bought Leveraged Investor’s Berkshire Shares for $40 in the 1973 Crash. They’re Now Worth $700,000

Your CDs Feel Safe. The 1.5 Percentage Points of Income They’re Not Paying You Aren’t.

Medicare Premium Jumps Hundreds a Month in 2026 From a 2024 Asset Sale You Forgot About

How $300,000 in JEPQ and JEPI Quietly Pays $24,000 a Year Without the MLP K-1 Headache

One Number From SpaceX’s Pre-IPO Disclosures Reveals Just How Fragile This Business Really Is

Medicare Will Split Your $2,100 Drug Bill Into Monthly Installments. You Have to Ask First.

The 3 Dividend ETFs That Can Fund a 30-Year Retirement Without Ever Selling a Share

A 72-Year-Old Couple With $900,000 in IRAs Converts Nothing. Their Kids Inherit the Tax Bill Instead.

Featured Reads

Medicare Will Split Your $2,100 Drug Bill Into Monthly Installments. You Have to Ask First.

A 72-Year-Old Couple With $900,000 in IRAs Converts Nothing. Their Kids Inherit the Tax Bill Instead.