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4619 Articles

Ian Cooper | May 13, 2026 at 12:47 PM EDT

A 67-Year-Old With a $620,000 Inherited 401(k) Faces an $80,000 Tax Bomb Most Heirs Do Not See Coming

Inheriting a parent’s retirement account sounds like a windfall. For a 67-year-old still pulling in a high W-2, it can…

David Beren | May 13, 2026 at 12:42 PM EDT

64% of Americans Are More Afraid of Running Out of Money Than They Are of Dying, and the Allianz 2025 Retirement Study Explains Exactly Why

The Allianz study makes the hierarchy of financial fear unmistakable. A clear majority of Americans report that the possibility of…

Jeremy Phillips | May 13, 2026 at 12:09 PM EDT

I owe $28,000 in student loans and my husband wants to pay them off: should I let him?

On a recent episode of The Ramsey Show, a caller named Lindsay laid out a problem most newlyweds would love…

David Beren | May 13, 2026 at 11:56 AM EDT

The Sandwich Generation Is Running Out of Time and Money According to This Allianz Study

The Allianz 2025 Annual Retirement Study put a number on something that millions of households already feel in their bank…

Maurie Backman | May 13, 2026 at 11:03 AM EDT

April Jobs Report Resets Social Security COLA Forecast

Even though it’s only May, at this stage of the year, a lot of seniors are eager to know what…

Don Lair | May 13, 2026 at 10:31 AM EDT

10 Elon Musk Quotes Every 40-Year-Old Should Live By

From his early role at PayPal to DOGE, Tesla, SpaceX, Starlink, and more, Elon Musk is certainly everywhere, all at…

David Beren | May 13, 2026 at 10:01 AM EDT

The Northwestern Mutual 2025 Legacy Study Says 39% of Gen Z Plans to Leave an Inheritance, More Than Any Other Generation

The headline finding from Northwestern Mutual’s 2025 Planning & Progress Study on Leaving a Legacy is the kind of result…

Gerelyn Terzo | May 13, 2026 at 9:40 AM EDT

Social Security’s COLA Adds $50 a Month, But Medicare Premium Hikes Cut It Down

Picture a retired teacher in Ohio, living mostly on Social Security, who opens her benefit verification letter in late October…

David Beren | May 13, 2026 at 9:35 AM EDT

Nearly 50% of Americans Have No Written Financial Plan, and the Allianz Study Just Put a Number on How Much That Costs Them

Nearly half of Americans are saving without a roadmap, and a recent Allianz study has put a sharp number on…

Christy Bieber | May 13, 2026 at 9:19 AM EDT

There Is One Situation Where Claiming Social Security Benefits After FRA Almost Never Makes Sense

When it comes to claiming Social Security retirement benefits, the common advice is to start your payments as late as…

Maurie Backman | May 13, 2026 at 9:10 AM EDT

Dave Ramsey’s Stealth Social Security Strategy May Not Work For You

When it comes to claiming Social Security, you have many options. You could sign up for benefits as early as…

Austin Smith | May 13, 2026 at 9:10 AM EDT

The Widow’s Penalty: How a $1.6 Million 401(k) Can Trigger Medicare Surcharges and Double Your Tax Rate

A married couple, both 70, sitting on $1.8 million in combined traditional 401(k)s and $32,000 a year in combined Social…

Maurie Backman | May 13, 2026 at 8:13 AM EDT

How Social Security Benefit Cuts Should Change Your Retirement Planning

Social Security serves as a critical income stream for millions of retirees right now. But in the coming years, the…

Gerelyn Terzo | May 13, 2026 at 7:55 AM EDT

The Social Security Earnings Test Retirees Get Wrong. And It Could Cost Them Thousands.

Picture a woman who turns 67 in October 2026. That is her full retirement age (FRA), the point at which…

Austin Smith | May 13, 2026 at 7:55 AM EDT

A 67-Year-Old With $2 Million in a 401(k) Discovers RMDs Will Trigger a $400,000 Tax Bill

The retiree who built a $2 million traditional 401(k) by age 67 did everything right. Maxed contributions for decades. Captured…

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Personal Finance Articles

All Personal Finance Articles

A 67-Year-Old With a $620,000 Inherited 401(k) Faces an $80,000 Tax Bomb Most Heirs Do Not See Coming

64% of Americans Are More Afraid of Running Out of Money Than They Are of Dying, and the Allianz 2025 Retirement Study Explains Exactly Why

I owe $28,000 in student loans and my husband wants to pay them off: should I let him?

The Sandwich Generation Is Running Out of Time and Money According to This Allianz Study

April Jobs Report Resets Social Security COLA Forecast

10 Elon Musk Quotes Every 40-Year-Old Should Live By

The Northwestern Mutual 2025 Legacy Study Says 39% of Gen Z Plans to Leave an Inheritance, More Than Any Other Generation

Social Security’s COLA Adds $50 a Month, But Medicare Premium Hikes Cut It Down

Nearly 50% of Americans Have No Written Financial Plan, and the Allianz Study Just Put a Number on How Much That Costs Them

There Is One Situation Where Claiming Social Security Benefits After FRA Almost Never Makes Sense

Dave Ramsey’s Stealth Social Security Strategy May Not Work For You

The Widow’s Penalty: How a $1.6 Million 401(k) Can Trigger Medicare Surcharges and Double Your Tax Rate

How Social Security Benefit Cuts Should Change Your Retirement Planning

The Social Security Earnings Test Retirees Get Wrong. And It Could Cost Them Thousands.

A 67-Year-Old With $2 Million in a 401(k) Discovers RMDs Will Trigger a $400,000 Tax Bill

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

Forget High-Flying Oil Drillers: 1 Fee-Based Midstream Giant to Buy Right Now

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

Buy, Hold, or Sell: Walmart Makes Sense as a Buy at $115

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

Personal Finance Articles

All Personal Finance Articles

A 67-Year-Old With a $620,000 Inherited 401(k) Faces an $80,000 Tax Bomb Most Heirs Do Not See Coming

64% of Americans Are More Afraid of Running Out of Money Than They Are of Dying, and the Allianz 2025 Retirement Study Explains Exactly Why

I owe $28,000 in student loans and my husband wants to pay them off: should I let him?

The Sandwich Generation Is Running Out of Time and Money According to This Allianz Study

April Jobs Report Resets Social Security COLA Forecast

10 Elon Musk Quotes Every 40-Year-Old Should Live By

The Northwestern Mutual 2025 Legacy Study Says 39% of Gen Z Plans to Leave an Inheritance, More Than Any Other Generation

Social Security’s COLA Adds $50 a Month, But Medicare Premium Hikes Cut It Down

Nearly 50% of Americans Have No Written Financial Plan, and the Allianz Study Just Put a Number on How Much That Costs Them

There Is One Situation Where Claiming Social Security Benefits After FRA Almost Never Makes Sense

Dave Ramsey’s Stealth Social Security Strategy May Not Work For You

The Widow’s Penalty: How a $1.6 Million 401(k) Can Trigger Medicare Surcharges and Double Your Tax Rate

How Social Security Benefit Cuts Should Change Your Retirement Planning

The Social Security Earnings Test Retirees Get Wrong. And It Could Cost Them Thousands.

A 67-Year-Old With $2 Million in a 401(k) Discovers RMDs Will Trigger a $400,000 Tax Bill

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

Forget High-Flying Oil Drillers: 1 Fee-Based Midstream Giant to Buy Right Now

Featured Reads

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