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Jeremy Phillips | May 17, 2026 at 6:43 PM EDT

We’re in our 40s with a healthy portfolio: how a $1.3 million tax bomb forced us to act before retirement

On a recent episode of the Money Guy Show titled Van Life Millionaires Are Leaving Millions on the Table, co-host…

Don Lair | May 17, 2026 at 4:43 PM EDT

‘Monopoly Money’: Don McDonald to Colorado Man Pitched $1 Million Annuity With 54% Bonus at Free Steak Dinner

A free steak dinner. A chart with a green line climbing past a red line. A pitch about a $1…

David Beren | May 17, 2026 at 4:16 PM EDT

Kiplinger’s May 2026 Tax Letter: The 401(k) Is Getting Access to Alternative Assets for the First Time

Kiplinger’s May 2026 Tax Letter highlights a shift in retirement plan policy that has been building since last summer. After…

Carl Sullivan | May 17, 2026 at 3:44 PM EDT

The ‘Wait Until You Retire’ Tax Myth Only Works for 4% of People, According to This Retirement Advisor

Many retirees are advised to defer paying taxes on their investments until retirement. “So many advisors have helped clients defer,…

Don Lair | May 17, 2026 at 2:43 PM EDT

I earn thousands yearly from credit card rewards: should I count them as income in my budget?

A listener named Suzanne from Austin wrote into the How to Money podcast with a question I think a lot…

David Beren | May 17, 2026 at 2:40 PM EDT

Kiplinger Says 2026 Spousal IRA Contributions Just Got Better: Here’s How to Use the $7,500 Limit

A spousal IRA is a powerhouse move that lets a working partner fund a retirement account for a spouse with…

Austin Smith | May 17, 2026 at 2:30 PM EDT

The $40,000 Tax Move That Comes After Your 401(k) Hits Its Limit

A 58-year-old engineer in Palo Alto, married filing jointly, earns $750,000 a year, has already stuffed $4 million into 401(k)s…

Christy Bieber | May 17, 2026 at 1:49 PM EDT

Here’s the Average Social Security Benefit at Ages 62, 67, and 70, and Which One Actually Beats the Rising Cost of Living.

The amount of your monthly Social Security benefit is determined based on a few key factors. Your income over your…

Maurie Backman | May 17, 2026 at 12:17 PM EDT

Hoping for a Larger Social Security COLA in 2027 Could Backfire

Millions of older Americans rely on Social Security to cover their costs. And thankfully, Social Security benefits are eligible for…

Ian Cooper | May 17, 2026 at 12:11 PM EDT

The Donor-Advised Fund That Front-Loads $80,000 of Charitable Deductions in One Year and Funds a Couple’s Giving for the Next Decade

A couple in their late 50s with a household income of around $300,000 gives roughly $8,000 a year to their…

Drew Wood | May 17, 2026 at 12:05 PM EDT

Retiring at 62 With $1.6 Million Means Confronting a $96,000 Healthcare Gap Most Calculators Skip

A married couple retiring at 62 with $1.6 million and no employer health coverage is stepping into one of the…

Carl Sullivan | May 17, 2026 at 11:53 AM EDT

Why So Many Investors Are Paralyzed Right Now, and How to Break the Freeze

Even though the stock market continues to hit new highs, investors are filled with anxiety. Uncertainty about world events and…

Drew Wood | May 17, 2026 at 11:18 AM EDT

What $6,200 a Month Really Looks Like in Retirement at 68 in a Suburb With $4,800 a Year in Property Taxes

A retirement income of $6,200 a month sounds comfortable in the abstract, at least until the numbers begin attaching themselves…

Gerelyn Terzo | May 17, 2026 at 11:07 AM EDT

How Bracket-Filling Roth Conversions Cut This Couple’s Tax Bill by $14,000 a Year

Picture a couple at 62 with $1.4 million in traditional IRAs, no pension, and a plan to delay Social Security…

Ian Cooper | May 17, 2026 at 10:49 AM EDT

A 71-Year-Old Couple With $4.2 Million in Estate Assets Faces a $380,000 State Estate Tax Surprise in Massachusetts

A couple in their early seventies in suburban Boston sits down with their accountant expecting a routine year-end check-in. They…

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Personal Finance Articles

All Personal Finance Articles

We’re in our 40s with a healthy portfolio: how a $1.3 million tax bomb forced us to act before retirement

‘Monopoly Money’: Don McDonald to Colorado Man Pitched $1 Million Annuity With 54% Bonus at Free Steak Dinner

Kiplinger’s May 2026 Tax Letter: The 401(k) Is Getting Access to Alternative Assets for the First Time

The ‘Wait Until You Retire’ Tax Myth Only Works for 4% of People, According to This Retirement Advisor

I earn thousands yearly from credit card rewards: should I count them as income in my budget?

Kiplinger Says 2026 Spousal IRA Contributions Just Got Better: Here’s How to Use the $7,500 Limit

The $40,000 Tax Move That Comes After Your 401(k) Hits Its Limit

Here’s the Average Social Security Benefit at Ages 62, 67, and 70, and Which One Actually Beats the Rising Cost of Living.

Hoping for a Larger Social Security COLA in 2027 Could Backfire

The Donor-Advised Fund That Front-Loads $80,000 of Charitable Deductions in One Year and Funds a Couple’s Giving for the Next Decade

Retiring at 62 With $1.6 Million Means Confronting a $96,000 Healthcare Gap Most Calculators Skip

Why So Many Investors Are Paralyzed Right Now, and How to Break the Freeze

What $6,200 a Month Really Looks Like in Retirement at 68 in a Suburb With $4,800 a Year in Property Taxes

How Bracket-Filling Roth Conversions Cut This Couple’s Tax Bill by $14,000 a Year

A 71-Year-Old Couple With $4.2 Million in Estate Assets Faces a $380,000 State Estate Tax Surprise in Massachusetts

Live: Will Rubrik Crush Q1 Earnings Tonight and Continue Its 33% 1-Month Rally?

Live: Can Lululemon’s Q1 Earnings Tonight Spark a Recovery?

Billionaire Bill Ackman’s Pershing Square Exits Universal Music After Failed Takeover Bids, Stock Slumps 7%

Nvidia’s CEO Sees Marvell Becoming the Next $1 Trillion Company. Shares Gained Another 5% Today.

Wall Street Analyst: Broadcom’s Flat AI Guidance Justified the Selloff, but Nvidia Remains Best-in-Class Chip Play

Middle-Class Fortysomethings Have a $427,000 Problem and a Shrinking Window to Fix It

The $43,000-a-Year 401(k) Withdrawal That Keeps a $1.4 Million Retiree in the 12% Bracket for Life

Billionaire Bill Ackman’s Pershing Square Exits Universal Music After Failed Takeover Bids, Stock Slumps 7%

Nvidia’s CEO Sees Marvell Becoming the Next $1 Trillion Company. Shares Gained Another 5% Today.

Personal Finance Articles

All Personal Finance Articles

We’re in our 40s with a healthy portfolio: how a $1.3 million tax bomb forced us to act before retirement

‘Monopoly Money’: Don McDonald to Colorado Man Pitched $1 Million Annuity With 54% Bonus at Free Steak Dinner

Kiplinger’s May 2026 Tax Letter: The 401(k) Is Getting Access to Alternative Assets for the First Time

The ‘Wait Until You Retire’ Tax Myth Only Works for 4% of People, According to This Retirement Advisor

I earn thousands yearly from credit card rewards: should I count them as income in my budget?

Kiplinger Says 2026 Spousal IRA Contributions Just Got Better: Here’s How to Use the $7,500 Limit

The $40,000 Tax Move That Comes After Your 401(k) Hits Its Limit

Here’s the Average Social Security Benefit at Ages 62, 67, and 70, and Which One Actually Beats the Rising Cost of Living.

Hoping for a Larger Social Security COLA in 2027 Could Backfire

The Donor-Advised Fund That Front-Loads $80,000 of Charitable Deductions in One Year and Funds a Couple’s Giving for the Next Decade

Retiring at 62 With $1.6 Million Means Confronting a $96,000 Healthcare Gap Most Calculators Skip

Why So Many Investors Are Paralyzed Right Now, and How to Break the Freeze

What $6,200 a Month Really Looks Like in Retirement at 68 in a Suburb With $4,800 a Year in Property Taxes

How Bracket-Filling Roth Conversions Cut This Couple’s Tax Bill by $14,000 a Year

A 71-Year-Old Couple With $4.2 Million in Estate Assets Faces a $380,000 State Estate Tax Surprise in Massachusetts

Live: Will Rubrik Crush Q1 Earnings Tonight and Continue Its 33% 1-Month Rally?

Live: Can Lululemon’s Q1 Earnings Tonight Spark a Recovery?

Billionaire Bill Ackman’s Pershing Square Exits Universal Music After Failed Takeover Bids, Stock Slumps 7%

Nvidia’s CEO Sees Marvell Becoming the Next $1 Trillion Company. Shares Gained Another 5% Today.

Wall Street Analyst: Broadcom’s Flat AI Guidance Justified the Selloff, but Nvidia Remains Best-in-Class Chip Play

Featured Reads

Middle-Class Fortysomethings Have a $427,000 Problem and a Shrinking Window to Fix It

The $43,000-a-Year 401(k) Withdrawal That Keeps a $1.4 Million Retiree in the 12% Bracket for Life