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Personal Finance Articles

Gerelyn Terzo | 2 hours ago

She Divorced at 66 and Her Income Never Changed. Her Medicare Bracket Did.

Her paycheck stayed the same after the divorce, her tax return barely changed, and yet her Medicare bill told a…

David Beren | 3 hours ago

A $1 Million 401(k) Is Really Worth About $760,000 After Taxes. Here’s the Math Retirees Miss.

That seven-figure balance lighting up your 401(k) statement is not the number your retirement actually runs on, and most savers…

Gerelyn Terzo | 3 hours ago

Laid Off at 60 With $700,000 Saved, He Found a Rare Roth Conversion Window Before Social Security Starts.

Getting laid off at 60 with $700,000 saved sounds like a crisis, but a narrow tax window opens the moment…

David Beren | 4 hours ago

The Sequence of Returns Problem Can Derail a $1.5 Million Retirement in the First Five Years

Reaching $1.5 million feels like crossing the finish line, but a specific threat lurks in the first five years of…

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Gerelyn Terzo | 4 hours ago

Her Employer Cut the 401(k) Match for AI at 58. Here’s How It Reshapes Her Retirement.

When her employer paused the 401(k) match to fund AI tools, she had three ways to respond and most people…

David Beren | 5 hours ago

Nearly Half of Retirees Left Work Earlier Than Planned. Here’s What a Forced Early Retirement Does to the Math.

Nearly half of retirees exit the workforce before they planned, and the financial consequences ripple outward in three directions at…

Danielle Liverance | 5 hours ago

How Much Cash Should You Keep in Retirement? The Ramsey Team Helps A Retired Cop With $2.2 Million Saved

A retired cop with $2.2 million saved asked The Ramsey Show how much cash to keep outside the market, and…

Marc Guberti | 5 hours ago

Why Spreading a $750,000 Inherited 401(k) Over 10 Years Saves $120,000 in Federal Taxes

When a New Jersey woman inherited her father's $750,000 401(k), her CPA and her brother's financial advisor gave her completely…

Carl Sullivan | 6 hours ago

70-Year-Old Federal Retiree With $1.1 Million Discovers One RMD Disqualified Him From the Hold-Harmless Rule

Most federal retirees assume the hold-harmless rule will protect their Social Security check from rising Medicare premiums, but a seven-figure…

Gerelyn Terzo | 6 hours ago

Inherited IRAs Come With a 10-Year Deadline. Emptying One the Wrong Year Spikes Your Medicare Premium.

Most people inheriting a traditional IRA worry about the tax bill, but a single badly timed withdrawal can quietly trigger…

Gerelyn Terzo | 7 hours ago

Laid Off at 62 From an Employee-Owned Steel Mill: Should He Claim Social Security or Spend the 401(k) First?

When the gate at an employee-owned Illinois steel mill locked for good, 253 workers walked away with intact retirement savings…

Gerelyn Terzo | 9 hours ago

He Took a $20,000 Consulting Gig at 70. It Cost Him $1,148 in Medicare Premiums He Never Saw Coming.

A single consulting project can quietly trigger a Medicare surcharge that shows up two years later, long after the paycheck…

Gerelyn Terzo | 10 hours ago

A Tiny Home Looks Like Freedom on a Social Security Check. The Hidden Bills Say Otherwise.

Selling a paid-off house to buy a tiny home looks like a clean escape on a fixed Social Security income,…

Carl Sullivan | 11 hours ago

A 61-Year-Old Who Just Inherited an $850,000 IRA and Is About to Hand the IRS $210,000

Inheriting a large traditional IRA feels like a windfall until the tax bill arrives, and the default approach most people…

Gerelyn Terzo | 11 hours ago

They Retired to a Rural Town on a Fixed Social Security Income. Then Their County Became a Pharmacy Desert.

Selling a suburban home to retire somewhere cheaper felt like the smart move until the nearest pharmacy became a 35-minute…

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Personal Finance Articles

She Divorced at 66 and Her Income Never Changed. Her Medicare Bracket Did.

A $1 Million 401(k) Is Really Worth About $760,000 After Taxes. Here’s the Math Retirees Miss.

Laid Off at 60 With $700,000 Saved, He Found a Rare Roth Conversion Window Before Social Security Starts.

The Sequence of Returns Problem Can Derail a $1.5 Million Retirement in the First Five Years

All Personal Finance Articles

Her Employer Cut the 401(k) Match for AI at 58. Here’s How It Reshapes Her Retirement.

Nearly Half of Retirees Left Work Earlier Than Planned. Here’s What a Forced Early Retirement Does to the Math.

How Much Cash Should You Keep in Retirement? The Ramsey Team Helps A Retired Cop With $2.2 Million Saved

Why Spreading a $750,000 Inherited 401(k) Over 10 Years Saves $120,000 in Federal Taxes

70-Year-Old Federal Retiree With $1.1 Million Discovers One RMD Disqualified Him From the Hold-Harmless Rule

Inherited IRAs Come With a 10-Year Deadline. Emptying One the Wrong Year Spikes Your Medicare Premium.

Laid Off at 62 From an Employee-Owned Steel Mill: Should He Claim Social Security or Spend the 401(k) First?

He Took a $20,000 Consulting Gig at 70. It Cost Him $1,148 in Medicare Premiums He Never Saw Coming.

A Tiny Home Looks Like Freedom on a Social Security Check. The Hidden Bills Say Otherwise.

A 61-Year-Old Who Just Inherited an $850,000 IRA and Is About to Hand the IRS $210,000

They Retired to a Rural Town on a Fixed Social Security Income. Then Their County Became a Pharmacy Desert.

Live: Will Alphabet Smash Q2 Earnings Tonight After Berkshire Hathaway’s Big Bet?

Live: Will Tesla Crush Tonight’s Q2 Earnings After Big Delivery Volume Beat?

Live: Will ServiceNow’s Q2 Earnings Tonight Drive a Rebound After 38% YTD Decline?

VPFF: Virtus’s Latest Income Play Charges 0.80% to Beat Preferred Stock Indexes

This $222 Billion Vanguard ETF Is Trailing the S&P 500. That Almost Never Happens.

DVY’s 3.3% Yield Looks Weak Against 4.55% Treasury Rates Right Now

She Divorced at 66 and Her Income Never Changed. Her Medicare Bracket Did.

A $1 Million 401(k) Is Really Worth About $760,000 After Taxes. Here's the Math Retirees Miss.

VPFF: Virtus’s Latest Income Play Charges 0.80% to Beat Preferred Stock Indexes

This $222 Billion Vanguard ETF Is Trailing the S&P 500. That Almost Never Happens.

Personal Finance Articles

She Divorced at 66 and Her Income Never Changed. Her Medicare Bracket Did.

A $1 Million 401(k) Is Really Worth About $760,000 After Taxes. Here’s the Math Retirees Miss.

Laid Off at 60 With $700,000 Saved, He Found a Rare Roth Conversion Window Before Social Security Starts.

The Sequence of Returns Problem Can Derail a $1.5 Million Retirement in the First Five Years

All Personal Finance Articles

Her Employer Cut the 401(k) Match for AI at 58. Here’s How It Reshapes Her Retirement.

Nearly Half of Retirees Left Work Earlier Than Planned. Here’s What a Forced Early Retirement Does to the Math.

How Much Cash Should You Keep in Retirement? The Ramsey Team Helps A Retired Cop With $2.2 Million Saved

Why Spreading a $750,000 Inherited 401(k) Over 10 Years Saves $120,000 in Federal Taxes

70-Year-Old Federal Retiree With $1.1 Million Discovers One RMD Disqualified Him From the Hold-Harmless Rule

Inherited IRAs Come With a 10-Year Deadline. Emptying One the Wrong Year Spikes Your Medicare Premium.

Laid Off at 62 From an Employee-Owned Steel Mill: Should He Claim Social Security or Spend the 401(k) First?

He Took a $20,000 Consulting Gig at 70. It Cost Him $1,148 in Medicare Premiums He Never Saw Coming.

A Tiny Home Looks Like Freedom on a Social Security Check. The Hidden Bills Say Otherwise.

A 61-Year-Old Who Just Inherited an $850,000 IRA and Is About to Hand the IRS $210,000

They Retired to a Rural Town on a Fixed Social Security Income. Then Their County Became a Pharmacy Desert.

Live: Will Alphabet Smash Q2 Earnings Tonight After Berkshire Hathaway’s Big Bet?

Live: Will Tesla Crush Tonight’s Q2 Earnings After Big Delivery Volume Beat?

Live: Will ServiceNow’s Q2 Earnings Tonight Drive a Rebound After 38% YTD Decline?

VPFF: Virtus’s Latest Income Play Charges 0.80% to Beat Preferred Stock Indexes

This $222 Billion Vanguard ETF Is Trailing the S&P 500. That Almost Never Happens.

DVY’s 3.3% Yield Looks Weak Against 4.55% Treasury Rates Right Now

Featured Reads

She Divorced at 66 and Her Income Never Changed. Her Medicare Bracket Did.

A $1 Million 401(k) Is Really Worth About $760,000 After Taxes. Here's the Math Retirees Miss.