Personal Finance Articles

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5802 Articles

Gerelyn Terzo | 15 hours ago

The Helicopter Is the Fastest Way to the ER. The 20% Medicare Leaves Behind Is the Priciest Part of the Ride.

Medicare covers the helicopter, but a single rotor-wing evacuation can leave a retiree staring at a bill larger than a…

David Beren | 17 hours ago

Why Pulling From Your IRA Before Your Taxable Account Still Costs Retirees Five Figures, Even With No Penalty

Passing age 59½ clears the penalty hurdle on IRA withdrawals, but retirees who treat that milestone as a green light…

Marc Guberti | 18 hours ago

Roth Conversion Strategy Cuts $1.5 Million 401(k) Tax Bills in Half for Early Retirees

Most early retirees with large traditional 401(k)s follow the same instinct: leave it alone and let it grow until the…

David Beren | 18 hours ago

A $500,000 Annuity Pays About $3,100 a Month for Life. The 4% Rule Pays $1,667. Here’s the Catch

An annuity quote that looks nearly twice as generous as the classic retirement withdrawal rule sounds like a straightforward win,…

David Beren | 18 hours ago

Why the 4% Withdrawal Rule Breaks Down for Retirees Who Retire at 55

Retiring at 55 sounds like a triumph until you realize the most trusted rule in retirement planning was never built…

Gerelyn Terzo | 20 hours ago

IRMAA Isn’t Split Between Spouses: Cross the Line and You Both Pay Full Freight

A single dollar of extra income can quietly trigger thousands in surprise Medicare costs for both spouses, and the tax…

Gerelyn Terzo | 20 hours ago

Jamie Dimon Says the Economy Is “Resilient.” David Solomon Says It’s “Well Positioned.” A 72-Year-Old on Social Security Is Looking Through a Different Lens.

Jamie Dimon calls the economy resilient, corporate profits are surging, and yet millions of retirees feel their budgets shrinking every…

David Beren | 21 hours ago

One Wrong Rollover Move Can Make an Entire 401(k) Taxable in a Single Year. Here’s the 60-Day Rule.

A single procedural misstep during a 401(k) rollover can trigger a tax bill large enough to wipe out years of…

Gerelyn Terzo | 22 hours ago

Four Nights in a Hospital Bed Don’t Count If You Were Never ‘Admitted.’ The Nursing Home Bill Proves It.

A 78-year-old woman spent four nights in a hospital bed, received IV fluids, imaging, and specialist consults, then left with…

Carl Sullivan | 22 hours ago

Retired Electrician With $760,000 Discovers Pension Triggers Unwelcome IRMAA Surprise

One truck purchase and a bathroom renovation quietly pushed a retired electrician's Medicare bill well beyond what his neighbor pays…

Gerelyn Terzo | 23 hours ago

She Owned Her Retirement Home but Not the Ground Beneath It. Then a Data Center Came Calling.

When a data center developer shows up with a relocation check, the residents who own their manufactured homes but rent…

Gerelyn Terzo | Yesterday

He Mined Coal for 30 Years. Now His Social Security Check Does What the Mine Used To.

When the coal industry left eastern Kentucky, one thing stayed behind and quietly became the town's largest payroll. The story…

Christy Bieber | Yesterday

Most Americans Don’t Realize They Claim Social Security Wrong

Millions of retirees are quietly draining their own Social Security benefits through a single decision made years before they ever…

Maurie Backman | Yesterday

If Social Security Cuts Benefits, Here’s Who Might Get Hurt the Most

Social Security benefit cuts could hit hardest for one overlooked group of retirees who already collect far less than the…

Michael Williams | Yesterday

Peter Thiel Turned a $2,000 Roth IRA Into $5 Billion and Will Never Owe a Penny of Tax. The Same Rules Apply to Your Account

A billionaire turned a $2,000 retirement account into a tax-free fortune using a legal provision that sits inside millions of…

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Personal Finance Articles

All Personal Finance Articles

The Helicopter Is the Fastest Way to the ER. The 20% Medicare Leaves Behind Is the Priciest Part of the Ride.

Why Pulling From Your IRA Before Your Taxable Account Still Costs Retirees Five Figures, Even With No Penalty

Roth Conversion Strategy Cuts $1.5 Million 401(k) Tax Bills in Half for Early Retirees

A $500,000 Annuity Pays About $3,100 a Month for Life. The 4% Rule Pays $1,667. Here’s the Catch

Why the 4% Withdrawal Rule Breaks Down for Retirees Who Retire at 55

IRMAA Isn’t Split Between Spouses: Cross the Line and You Both Pay Full Freight

Jamie Dimon Says the Economy Is “Resilient.” David Solomon Says It’s “Well Positioned.” A 72-Year-Old on Social Security Is Looking Through a Different Lens.

One Wrong Rollover Move Can Make an Entire 401(k) Taxable in a Single Year. Here’s the 60-Day Rule.

Four Nights in a Hospital Bed Don’t Count If You Were Never ‘Admitted.’ The Nursing Home Bill Proves It.

Retired Electrician With $760,000 Discovers Pension Triggers Unwelcome IRMAA Surprise

She Owned Her Retirement Home but Not the Ground Beneath It. Then a Data Center Came Calling.

He Mined Coal for 30 Years. Now His Social Security Check Does What the Mine Used To.

Most Americans Don’t Realize They Claim Social Security Wrong

If Social Security Cuts Benefits, Here’s Who Might Get Hurt the Most

Peter Thiel Turned a $2,000 Roth IRA Into $5 Billion and Will Never Owe a Penny of Tax. The Same Rules Apply to Your Account

The Pentagon Just Threw Larry Ellison a $7 Billion Lifeline. Will It Be Enough to Stop the Oracle Crash?

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

‘A Slow-Motion Train Wreck’: Mortgage Rates Hit Their Highest Point in Nearly a Year as Iran War Drags On

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

The Pentagon Just Threw Larry Ellison a $7 Billion Lifeline. Will It Be Enough to Stop the Oracle Crash?

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

Personal Finance Articles

All Personal Finance Articles

The Helicopter Is the Fastest Way to the ER. The 20% Medicare Leaves Behind Is the Priciest Part of the Ride.

Why Pulling From Your IRA Before Your Taxable Account Still Costs Retirees Five Figures, Even With No Penalty

Roth Conversion Strategy Cuts $1.5 Million 401(k) Tax Bills in Half for Early Retirees

A $500,000 Annuity Pays About $3,100 a Month for Life. The 4% Rule Pays $1,667. Here’s the Catch

Why the 4% Withdrawal Rule Breaks Down for Retirees Who Retire at 55

IRMAA Isn’t Split Between Spouses: Cross the Line and You Both Pay Full Freight

Jamie Dimon Says the Economy Is “Resilient.” David Solomon Says It’s “Well Positioned.” A 72-Year-Old on Social Security Is Looking Through a Different Lens.

One Wrong Rollover Move Can Make an Entire 401(k) Taxable in a Single Year. Here’s the 60-Day Rule.

Four Nights in a Hospital Bed Don’t Count If You Were Never ‘Admitted.’ The Nursing Home Bill Proves It.

Retired Electrician With $760,000 Discovers Pension Triggers Unwelcome IRMAA Surprise

She Owned Her Retirement Home but Not the Ground Beneath It. Then a Data Center Came Calling.

He Mined Coal for 30 Years. Now His Social Security Check Does What the Mine Used To.

Most Americans Don’t Realize They Claim Social Security Wrong

If Social Security Cuts Benefits, Here’s Who Might Get Hurt the Most

Peter Thiel Turned a $2,000 Roth IRA Into $5 Billion and Will Never Owe a Penny of Tax. The Same Rules Apply to Your Account

The Pentagon Just Threw Larry Ellison a $7 Billion Lifeline. Will It Be Enough to Stop the Oracle Crash?

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

‘A Slow-Motion Train Wreck’: Mortgage Rates Hit Their Highest Point in Nearly a Year as Iran War Drags On

Featured Reads

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