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6463 Articles

David Beren | Jul 24, 2026 at 11:07 AM EDT

A 68-Year-Old With $850,000 in a Traditional IRA Is Sitting on a Six-Figure Tax Bill. Here’s How Retirees Shrink It.

That $850,000 traditional IRA balance is not what it appears to be, because the IRS has a quiet claim on…

Gerelyn Terzo | Jul 24, 2026 at 11:05 AM EDT

Medicare’s Free ‘Annual Wellness Visit’ Isn’t a Physical. Ask the Wrong Question and a Bill Follows.

Medicare promises a free annual visit, yet bills keep arriving in the mail for patients who thought they did everything…

Gerelyn Terzo | Jul 24, 2026 at 10:01 AM EDT

Gen X Worker at 58 Skips the $39 Trillion Debate and Focuses on Debt Strategy Before Claiming Social Security

Worrying about a $39 trillion national debt feels responsible, but a 58-year-old still paying off credit cards, a car loan,…

Danielle Liverance | Jul 24, 2026 at 9:55 AM EDT

If Your Teenager Has A Part Time Job, You Can Probably Make Them A Tax Free Millionaire In Retirement. Here’s The Math

Most parents hand their teenager a debit card and call it a financial lesson, but there is a move hiding…

Carl Sullivan | Jul 24, 2026 at 7:58 AM EDT

Why Your Social Security Claiming Age Matters Less Than This Number

Everyone argues about whether to claim Social Security at 62 or 70, but that debate may be a distraction from…

Gerelyn Terzo | Jul 24, 2026 at 7:03 AM EDT

She Bought a $100 Share of a Racehorse. Then It Produced a $60,000 Windfall, and a Medicare Surprise.

A retired teacher's $60,000 racehorse windfall left her Social Security check completely untouched, but two years later something quietly showed…

Gerelyn Terzo | Jul 24, 2026 at 6:02 AM EDT

He Retired, Then Took the Bus-Driving Job His School District Couldn’t Fill. The Social Security Earnings Test Reshapes His Paycheck.

Retired bus drivers are answering school districts' desperate calls to get back behind the wheel, and the paycheck looks good…

Marc Guberti | Jul 24, 2026 at 5:03 AM EDT

Why Your $1.6 Million 401(k) Could Cost You Six Figures in Taxes Without Strategic Roth Conversions

Retiring at 62 with a seven-figure traditional 401(k) feels like a win, but an eight-year window before Social Security and…

Michael Williams | Jul 23, 2026 at 8:20 PM EDT

What It Takes to Retire to Minnesota’s Lake Country at 62 on $900,000

The lakefront retirement fantasy looks affordable until Minnesota's tax code and shoreline carrying costs collide with your ACA premiums in…

Maurie Backman | Jul 23, 2026 at 8:17 PM EDT

Congress Has Six Years to Save Social Security: Here’s What’s at Stake

Social Security is not going broke, but millions of retirees may soon face a painful reality if Congress keeps stalling.…

Michael Williams | Jul 23, 2026 at 7:29 PM EDT

At 63, Your Tax Return Starts Setting Your Medicare Premium Two Years Before You Ever Get a Medicare Bill

The tax return you file at 63 quietly locks in a Medicare premium you won't see for two years, and…

Michael Williams | Jul 23, 2026 at 7:09 PM EDT

How a 55-Year-Old Teacher Could Replace an $85,000 Salary With Dividend Growth Plus Covered Calls

Replacing an $85,000 teacher's salary with investment income sounds straightforward until you discover that choosing the wrong yield tier could…

Michael Williams | Jul 23, 2026 at 6:27 PM EDT

The “Hire Your Kid” Rule: Pay Your Child $15,000 From the Family Business and Neither of You Owes the IRS a Dime

A little-known combination of tax code sections lets family business owners shift real money off their returns while giving a…

Michael Williams | Jul 23, 2026 at 6:18 PM EDT

5 Countries Where $500,000 Retires Better Than $1 Million Does in Florida

A Florida retirement budget that looks solid on paper has a way of dissolving once insurance quotes, HOA fees, and…

Michael Williams | Jul 23, 2026 at 6:04 PM EDT

A $900,000 Portfolio That Quietly Pays $60,000 a Year Without Touching Principal

Most retirees assume a big nest egg means accepting either a meager paycheck or a slow bleed of principal, but…

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Personal Finance Articles

All Personal Finance Articles

A 68-Year-Old With $850,000 in a Traditional IRA Is Sitting on a Six-Figure Tax Bill. Here’s How Retirees Shrink It.

Medicare’s Free ‘Annual Wellness Visit’ Isn’t a Physical. Ask the Wrong Question and a Bill Follows.

Gen X Worker at 58 Skips the $39 Trillion Debate and Focuses on Debt Strategy Before Claiming Social Security

If Your Teenager Has A Part Time Job, You Can Probably Make Them A Tax Free Millionaire In Retirement. Here’s The Math

Why Your Social Security Claiming Age Matters Less Than This Number

She Bought a $100 Share of a Racehorse. Then It Produced a $60,000 Windfall, and a Medicare Surprise.

He Retired, Then Took the Bus-Driving Job His School District Couldn’t Fill. The Social Security Earnings Test Reshapes His Paycheck.

Why Your $1.6 Million 401(k) Could Cost You Six Figures in Taxes Without Strategic Roth Conversions

What It Takes to Retire to Minnesota’s Lake Country at 62 on $900,000

Congress Has Six Years to Save Social Security: Here’s What’s at Stake

At 63, Your Tax Return Starts Setting Your Medicare Premium Two Years Before You Ever Get a Medicare Bill

How a 55-Year-Old Teacher Could Replace an $85,000 Salary With Dividend Growth Plus Covered Calls

The “Hire Your Kid” Rule: Pay Your Child $15,000 From the Family Business and Neither of You Owes the IRS a Dime

5 Countries Where $500,000 Retires Better Than $1 Million Does in Florida

A $900,000 Portfolio That Quietly Pays $60,000 a Year Without Touching Principal

Social Security’s 40 Work Credit Rule: Why Some Seniors Don’t Qualify for Retirement Benefits

They Moved to Florida for a $200,000 Roth Conversion. Spending 184 Days Back in New York Could Undo the Tax Savings.

The $4.2 Million Couple Left New York to Save on Roth Conversions. One Medicare Bill Followed Them to Florida.

Social Security's 40 Work Credit Rule: Why Some Seniors Don't Qualify for Retirement Benefits

They Moved to Florida for a $200,000 Roth Conversion. Spending 184 Days Back in New York Could Undo the Tax Savings.

Social Security’s 40 Work Credit Rule: Why Some Seniors Don’t Qualify for Retirement Benefits

They Moved to Florida for a $200,000 Roth Conversion. Spending 184 Days Back in New York Could Undo the Tax Savings.

Personal Finance Articles

All Personal Finance Articles

A 68-Year-Old With $850,000 in a Traditional IRA Is Sitting on a Six-Figure Tax Bill. Here’s How Retirees Shrink It.

Medicare’s Free ‘Annual Wellness Visit’ Isn’t a Physical. Ask the Wrong Question and a Bill Follows.

Gen X Worker at 58 Skips the $39 Trillion Debate and Focuses on Debt Strategy Before Claiming Social Security

If Your Teenager Has A Part Time Job, You Can Probably Make Them A Tax Free Millionaire In Retirement. Here’s The Math

Why Your Social Security Claiming Age Matters Less Than This Number

She Bought a $100 Share of a Racehorse. Then It Produced a $60,000 Windfall, and a Medicare Surprise.

He Retired, Then Took the Bus-Driving Job His School District Couldn’t Fill. The Social Security Earnings Test Reshapes His Paycheck.

Why Your $1.6 Million 401(k) Could Cost You Six Figures in Taxes Without Strategic Roth Conversions

What It Takes to Retire to Minnesota’s Lake Country at 62 on $900,000

Congress Has Six Years to Save Social Security: Here’s What’s at Stake

At 63, Your Tax Return Starts Setting Your Medicare Premium Two Years Before You Ever Get a Medicare Bill

How a 55-Year-Old Teacher Could Replace an $85,000 Salary With Dividend Growth Plus Covered Calls

The “Hire Your Kid” Rule: Pay Your Child $15,000 From the Family Business and Neither of You Owes the IRS a Dime

5 Countries Where $500,000 Retires Better Than $1 Million Does in Florida

A $900,000 Portfolio That Quietly Pays $60,000 a Year Without Touching Principal

Social Security’s 40 Work Credit Rule: Why Some Seniors Don’t Qualify for Retirement Benefits

They Moved to Florida for a $200,000 Roth Conversion. Spending 184 Days Back in New York Could Undo the Tax Savings.

The $4.2 Million Couple Left New York to Save on Roth Conversions. One Medicare Bill Followed Them to Florida.

Featured Reads

Social Security's 40 Work Credit Rule: Why Some Seniors Don't Qualify for Retirement Benefits

They Moved to Florida for a $200,000 Roth Conversion. Spending 184 Days Back in New York Could Undo the Tax Savings.