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5085 Articles

Drew Wood | Jun 12, 2026 at 2:03 PM EDT

People Actually Retire In Roswell. And Not Because Of The Aliens

Roswell has a branding problem. Mention the city at a dinner party and someone will roll their eyes and make…

Gerelyn Terzo | Jun 12, 2026 at 2:02 PM EDT

A 67-Year-Old Cashed Out Her 401(k) to Wipe Out the Mortgage, Then Medicare Added $487 a Month Two Years Later

The moment she signed the check that cleared her mortgage, a 67-year-old retiree felt the relief only a debt-free homeowner…

Austin Smith | Jun 12, 2026 at 2:00 PM EDT

Social Security Gets Taxed Once Provisional Income Crosses $34,000. Most Single Retirees Miss It

A single retiree, age 70, drawing $24,000 a year in Social Security, pulling $30,000 from a traditional IRA, and collecting…

Austin Smith | Jun 12, 2026 at 1:22 PM EDT

Why Wealthy Retirees Are Spending Their 401(k) First and Letting Social Security Compound to Age 70

A 65-year-old single retiree with $1.3 million in a traditional 401(k) and a Social Security benefit of $3,200 a month…

Michael Williams | Jun 12, 2026 at 12:01 PM EDT

‘Citibank and Amex Have Screwed an 85-Year-Old Widow’: Dave Ramsey on $45,000 in Credit Card Debt With No Assets

On a recent episode of The Ramsey Show, a caller named Michelle from New York described a situation many adult…

Austin Smith | Jun 12, 2026 at 11:30 AM EDT

Here Are the Maximum Social Security Benefits at Ages 62, 67, and 70 in 2026 and How to Get Close

Picture a 61-year-old engineer who has spent her career at or near the Social Security wage cap. Her statement shows…

Michael Williams | Jun 12, 2026 at 11:30 AM EDT

A $2.1 Million 401(k) at 75 Produces an $85,400 RMD That Pushes a Retiree Into the 24 Percent Bracket

A single retiree turns 75 this year holding $2.1 million in a traditional 401(k) and collecting $4,000 a month from…

Drew Wood | Jun 12, 2026 at 11:28 AM EDT

How to Build $12,000 a Month in Dividend Income (And Why Most Investors Underestimate the Cost)

Twelve thousand dollars a month in dividend income sounds simple enough until you start doing the math. Many investors assume…

Marc Guberti | Jun 12, 2026 at 11:24 AM EDT

Before Your 401(k) RMDs Start at 73, Execute This $1.4 Million Tax-Saving Move in Your 60s

A 65-year-old who just retired with $1.4 million in a traditional 401(k) and no plans to touch it until age…

Maurie Backman | Jun 12, 2026 at 10:50 AM EDT

Americans Taxpayers Could Face a New $3 Billion Cost Thanks to Kevin Warsh and the Fed

Many consumers are struggling to keep up with the ever-rising cost of living. And elevated interest rates aren’t helping matters.…

Ian Cooper | Jun 12, 2026 at 10:41 AM EDT

Hold Appreciated Stock Until Death: How One Family Avoids $320,000 in Capital Gains Tax

A married couple in their late seventies sitting on $1.6 million in a taxable brokerage account, with a cost basis…

David Beren | Jun 12, 2026 at 10:36 AM EDT

Miss This Medicare Deadline and You’ll Pay a Penalty for Life

Medicare’s Part B and Part D late-enrollment penalties are permanent surcharges that attach when someone eligible for Medicare fails to…

Drew Wood | Jun 12, 2026 at 10:30 AM EDT

He Wants to Retire to Malaysia. She Thinks He Has Lost His Mind. Can the Math Convince Her?

One spouse has spent a year on expat YouTube and wants to sell the house and move to Penang, Malaysia.…

Gerelyn Terzo | Jun 12, 2026 at 10:15 AM EDT

An Inherited IRA Created Income She Never Asked for, and a $6,936 Medicare Surcharge She Never Saw Coming

The Inheritance That Arrived as a Tax Bill She is 66, retired, on Medicare, and living comfortably on Social Security…

Michael Williams | Jun 12, 2026 at 9:47 AM EDT

Social Security Gets Taxed Once Provisional Income Crosses $34,000. Most Single Retirees Miss It

A single retiree, age 70, drawing $24,000 a year in Social Security, pulling $30,000 from a traditional IRA, and collecting…

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Personal Finance Articles

All Personal Finance Articles

People Actually Retire In Roswell. And Not Because Of The Aliens

A 67-Year-Old Cashed Out Her 401(k) to Wipe Out the Mortgage, Then Medicare Added $487 a Month Two Years Later

Social Security Gets Taxed Once Provisional Income Crosses $34,000. Most Single Retirees Miss It

Why Wealthy Retirees Are Spending Their 401(k) First and Letting Social Security Compound to Age 70

‘Citibank and Amex Have Screwed an 85-Year-Old Widow’: Dave Ramsey on $45,000 in Credit Card Debt With No Assets

Here Are the Maximum Social Security Benefits at Ages 62, 67, and 70 in 2026 and How to Get Close

A $2.1 Million 401(k) at 75 Produces an $85,400 RMD That Pushes a Retiree Into the 24 Percent Bracket

How to Build $12,000 a Month in Dividend Income (And Why Most Investors Underestimate the Cost)

Before Your 401(k) RMDs Start at 73, Execute This $1.4 Million Tax-Saving Move in Your 60s

Americans Taxpayers Could Face a New $3 Billion Cost Thanks to Kevin Warsh and the Fed

Hold Appreciated Stock Until Death: How One Family Avoids $320,000 in Capital Gains Tax

Miss This Medicare Deadline and You’ll Pay a Penalty for Life

He Wants to Retire to Malaysia. She Thinks He Has Lost His Mind. Can the Math Convince Her?

An Inherited IRA Created Income She Never Asked for, and a $6,936 Medicare Surcharge She Never Saw Coming

Social Security Gets Taxed Once Provisional Income Crosses $34,000. Most Single Retirees Miss It

5 High-Yielding Dividend Kings Retirees and Boomers Can Buy Today and Safely Hold Forever

3 Under-the-Radar Biotech Takeover Targets for the Next Pharma Buying Spree

Here Are Thursday’s Best Wall Street Analyst Research Calls: Brown-Forman, CoreWeave, Intel, JFrog, Keurig Dr. Pepper, Klarna Group, Qualcomm, Shift 4 Payments, and More

Build A Dividend Portfolio That Pays a $2,500 Monthly Mortgage

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

5 High-Yielding Dividend Kings Retirees and Boomers Can Buy Today and Safely Hold Forever

3 Under-the-Radar Biotech Takeover Targets for the Next Pharma Buying Spree

Personal Finance Articles

All Personal Finance Articles

People Actually Retire In Roswell. And Not Because Of The Aliens

A 67-Year-Old Cashed Out Her 401(k) to Wipe Out the Mortgage, Then Medicare Added $487 a Month Two Years Later

Social Security Gets Taxed Once Provisional Income Crosses $34,000. Most Single Retirees Miss It

Why Wealthy Retirees Are Spending Their 401(k) First and Letting Social Security Compound to Age 70

‘Citibank and Amex Have Screwed an 85-Year-Old Widow’: Dave Ramsey on $45,000 in Credit Card Debt With No Assets

Here Are the Maximum Social Security Benefits at Ages 62, 67, and 70 in 2026 and How to Get Close

A $2.1 Million 401(k) at 75 Produces an $85,400 RMD That Pushes a Retiree Into the 24 Percent Bracket

How to Build $12,000 a Month in Dividend Income (And Why Most Investors Underestimate the Cost)

Before Your 401(k) RMDs Start at 73, Execute This $1.4 Million Tax-Saving Move in Your 60s

Americans Taxpayers Could Face a New $3 Billion Cost Thanks to Kevin Warsh and the Fed

Hold Appreciated Stock Until Death: How One Family Avoids $320,000 in Capital Gains Tax

Miss This Medicare Deadline and You’ll Pay a Penalty for Life

He Wants to Retire to Malaysia. She Thinks He Has Lost His Mind. Can the Math Convince Her?

An Inherited IRA Created Income She Never Asked for, and a $6,936 Medicare Surcharge She Never Saw Coming

Social Security Gets Taxed Once Provisional Income Crosses $34,000. Most Single Retirees Miss It

5 High-Yielding Dividend Kings Retirees and Boomers Can Buy Today and Safely Hold Forever

3 Under-the-Radar Biotech Takeover Targets for the Next Pharma Buying Spree

Here Are Thursday’s Best Wall Street Analyst Research Calls: Brown-Forman, CoreWeave, Intel, JFrog, Keurig Dr. Pepper, Klarna Group, Qualcomm, Shift 4 Payments, and More

Featured Reads

Build A Dividend Portfolio That Pays a $2,500 Monthly Mortgage

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