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Gerelyn Terzo | Jun 7, 2026 at 7:11 AM EDT

Social Security’s Tax Torpedo: How a Single IRA Withdrawal Can Trigger an Unexpected 22% Marginal Rate

A single retiree in her late 60s draws roughly $30,000 a year from Social Security, has $720,000 sitting in a…

Drew Wood | Jun 7, 2026 at 6:06 AM EDT

A $400,000 Position in Mortgage REITs Quietly Pays $50,000 a Year, But Most Retirees Get the Risk Wrong

Fifty thousand dollars a year is what a careful retiree might want to cover housing, groceries, and Medicare premiums on…

Drew Wood | Jun 7, 2026 at 5:15 AM EDT

They Want to Move Their Family to Venezuela and Give Away $10,000 a Month. How Much Money Do They Need To Raise?

Here’s a family with a sense of calling, a modest home equity check, a number they want to give away…

David Beren | Jun 6, 2026 at 4:53 PM EDT

58% of Americans Think a 401(k) Balance Is Enough. 48% Have No Plan to Use It.

The Allianz Center for the Future of Retirement 2026 Annual Retirement Study arrived with a finding that is easy to…

Gerelyn Terzo | Jun 6, 2026 at 4:36 PM EDT

How a 73-Year-Old’s First RMD Suddenly Pushed Her Effective Tax Rate to 40 Percent

The Situation Most Retirees Don’t See Coming A single 73-year-old retiree collects $30,000 a year from Social Security, holds $980,000…

Gerelyn Terzo | Jun 6, 2026 at 4:00 PM EDT

The $400,000 Survivor Benefit Decision Every Widow Has Just 12 Months to Make

A 68-year-old woman buries her husband on a Tuesday. By Friday, the funeral home has filed paperwork with Social Security…

Carl Sullivan | Jun 6, 2026 at 3:47 PM EDT

What a $4 Million Nest Egg at 67 Actually Provides in Real Annual Spending

The headline number looks reassuring. A couple has saved $4 million dollars by age 67. If they start pulling 3.8%…

David Beren | Jun 6, 2026 at 12:44 PM EDT

57% Say They Haven’t Saved Enough, and the Data Confirms It

Retirement planning usually assumes a target date that the worker controls. The data say otherwise: 42% of retirees left the…

Ian Cooper | Jun 6, 2026 at 12:05 PM EDT

Family Limited Partnerships: How to Lock In $4 Million in Valuation Discounts Before Congress Acts Again

A 72-year-old couple with roughly $11 million in net worth spent late 2025 racing to shrink their taxable estate before…

Maurie Backman | Jun 6, 2026 at 11:58 AM EDT

The Severance Negotiation Move That Cut a 56-Year-Old VP’s Tax Bill on Her $480,000 Package by $112,000

When executives negotiate severance packages, most focus on the number. They want to know how much they’ll be paid after…

Drew Wood | Jun 6, 2026 at 11:47 AM EDT

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI

Most 73-year-olds don’t want to babysit twelve positions in retirement. The reader behind this headline has roughly $750,000 in a…

David Beren | Jun 6, 2026 at 11:37 AM EDT

67% of Americans Fear Outliving Their Money More Than Death Itself

A new finding from the Allianz Center for the Future of Retirement’s 2026 Annual Retirement Study puts a number on…

Rich Duprey | Jun 6, 2026 at 10:43 AM EDT

Social Security’s $68 Billion Giveaway Just Ran into a Brick Wall

For months, retirees have been watching inflation data for clues about the size of Social Security's next cost-of-living adjustment (COLA).…

David Beren | Jun 6, 2026 at 10:36 AM EDT

Half of Thirtysomethings Prioritize Retirement Planning, but Only 29% Have an Actual Written Plan

Thirtysomethings show up in survey after survey as the age group most focused on getting their finances right. However, a…

Drew Wood | Jun 6, 2026 at 9:54 AM EDT

How Closed-End Funds at a 12% Discount Can Turn $300,000 Into $30,000 a Year

For many single retirees, $30,000 per year on top of Social Security can help cover expenses such as property taxes,…

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Personal Finance Articles

All Personal Finance Articles

Social Security’s Tax Torpedo: How a Single IRA Withdrawal Can Trigger an Unexpected 22% Marginal Rate

A $400,000 Position in Mortgage REITs Quietly Pays $50,000 a Year, But Most Retirees Get the Risk Wrong

They Want to Move Their Family to Venezuela and Give Away $10,000 a Month. How Much Money Do They Need To Raise?

58% of Americans Think a 401(k) Balance Is Enough. 48% Have No Plan to Use It.

How a 73-Year-Old’s First RMD Suddenly Pushed Her Effective Tax Rate to 40 Percent

The $400,000 Survivor Benefit Decision Every Widow Has Just 12 Months to Make

What a $4 Million Nest Egg at 67 Actually Provides in Real Annual Spending

57% Say They Haven’t Saved Enough, and the Data Confirms It

Family Limited Partnerships: How to Lock In $4 Million in Valuation Discounts Before Congress Acts Again

The Severance Negotiation Move That Cut a 56-Year-Old VP’s Tax Bill on Her $480,000 Package by $112,000

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI

67% of Americans Fear Outliving Their Money More Than Death Itself

Social Security’s $68 Billion Giveaway Just Ran into a Brick Wall

Half of Thirtysomethings Prioritize Retirement Planning, but Only 29% Have an Actual Written Plan

How Closed-End Funds at a 12% Discount Can Turn $300,000 Into $30,000 a Year

Live: Can J.B. Hunt Keep the 41% YTD Rally Going With Q2 Earnings Tonight?

Live: Will United Airlines Crush Q2 Earnings Tonight After the Market Closes?

Applied Materials Vs. KLA Corporation: This AI Infrastructure Play Is A Better Buy

The $280,000 401(k) Tax Trap: Why RMDs Cost Retirees Far More Than They Expect

Replace a $75,000 Salary in Retirement With This 2 ETF Monthly Income Portfolio

The $280,000 401(k) Tax Trap: Why RMDs Cost Retirees Far More Than They Expect

Social Security Retirees Just Got a Big Clue About 2027's COLA

Applied Materials Vs. KLA Corporation: This AI Infrastructure Play Is A Better Buy

The $280,000 401(k) Tax Trap: Why RMDs Cost Retirees Far More Than They Expect

Personal Finance Articles

All Personal Finance Articles

Social Security’s Tax Torpedo: How a Single IRA Withdrawal Can Trigger an Unexpected 22% Marginal Rate

A $400,000 Position in Mortgage REITs Quietly Pays $50,000 a Year, But Most Retirees Get the Risk Wrong

They Want to Move Their Family to Venezuela and Give Away $10,000 a Month. How Much Money Do They Need To Raise?

58% of Americans Think a 401(k) Balance Is Enough. 48% Have No Plan to Use It.

How a 73-Year-Old’s First RMD Suddenly Pushed Her Effective Tax Rate to 40 Percent

The $400,000 Survivor Benefit Decision Every Widow Has Just 12 Months to Make

What a $4 Million Nest Egg at 67 Actually Provides in Real Annual Spending

57% Say They Haven’t Saved Enough, and the Data Confirms It

Family Limited Partnerships: How to Lock In $4 Million in Valuation Discounts Before Congress Acts Again

The Severance Negotiation Move That Cut a 56-Year-Old VP’s Tax Bill on Her $480,000 Package by $112,000

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI

67% of Americans Fear Outliving Their Money More Than Death Itself

Social Security’s $68 Billion Giveaway Just Ran into a Brick Wall

Half of Thirtysomethings Prioritize Retirement Planning, but Only 29% Have an Actual Written Plan

How Closed-End Funds at a 12% Discount Can Turn $300,000 Into $30,000 a Year

Live: Can J.B. Hunt Keep the 41% YTD Rally Going With Q2 Earnings Tonight?

Live: Will United Airlines Crush Q2 Earnings Tonight After the Market Closes?

Applied Materials Vs. KLA Corporation: This AI Infrastructure Play Is A Better Buy

The $280,000 401(k) Tax Trap: Why RMDs Cost Retirees Far More Than They Expect

Replace a $75,000 Salary in Retirement With This 2 ETF Monthly Income Portfolio

Featured Reads

The $280,000 401(k) Tax Trap: Why RMDs Cost Retirees Far More Than They Expect

Social Security Retirees Just Got a Big Clue About 2027's COLA