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5518 Articles

Carl Sullivan | Jun 10, 2026 at 12:20 PM EDT

What $6,500 a Month Really Looks Like in Retirement With a $1.7 Million Portfolio

A 66-year-old couple with a $1.7 million portfolio and $40,000 in combined annual Social Security looks like a textbook retirement…

Austin Smith | Jun 10, 2026 at 12:00 PM EDT

A 73 Year Old With $1.6 Million in a Traditional 401(k) Faces a $60,400 First RMD That Quietly Triggers an IRMAA Surcharge

A single retiree turns 73 this year sitting on $1.6 million in a traditional 401(k) and a $3,000 monthly Social…

Drew Wood | Jun 10, 2026 at 11:33 AM EDT

Can You Afford To Retire To Trump Tower? We Ran the Budget. It’s a Lot.

Can someone with a substantial retirement portfolio realistically retire in Trump Tower? To find out, we approached it the same…

Drew Wood | Jun 10, 2026 at 11:24 AM EDT

The Portfolio That Gets You a Waterfront Condo in Miami Beach

Ten thousand dollars a month in dividend income works out to $120,000 per year. That is enough to cover the…

Maurie Backman | Jun 10, 2026 at 11:05 AM EDT

CPI Data Could Ignite Trump’s Battle With Fed Chair Kevin Warsh

For months, President Donald Trump repeatedly pressured former Federal Reserve Chair Jerome Powell to cut interest rates. Trump’s argument…

Michael Williams | Jun 10, 2026 at 10:45 AM EDT

The Roth Conversion Strategy Affluent Couples Over 60 Are Using to Drain a $1.4 Million 401(k) Before RMDs Begin

A married couple, both 61, just walked away from W-2 income with $1.4 million in a traditional 401(k). They plan…

David Beren | Jun 10, 2026 at 10:28 AM EDT

Fidelity’s 2026 Retirement Study Says 7-in-10 Americans Would Skip Traditional Retirement for Gig Work, a Business, or a New Career

Fidelity’s 2026 Retirement Study describes a meaningful shift in how Americans picture their later working years. The traditional model, in…

Gerelyn Terzo | Jun 10, 2026 at 10:00 AM EDT

The $30,000 Stock Sale That Subtly Pulled a 68-Year-Old’s Social Security Into the Tax Torpedo

The sale that looked harmless Picture a 68-year-old single retiree living mostly on Social Security with a modest taxable brokerage…

Danielle Liverance | Jun 10, 2026 at 9:05 AM EDT

Suze Orman Says a $400,000 Rental Gain Can Trigger a $10,600 Medicare Bill and the Closing Date Is the Only Thing You Control

Pat called into Suze Orman’s Women & Money podcast last fall with a problem most landlords never see coming. She…

Danielle Liverance | Jun 10, 2026 at 9:05 AM EDT

Two Retirees With the Same $330,000 Income Year Get Opposite Medicare Bills and One Form Decides Which One You Are

On her January 2022 podcast episode 10 Changes That Are New in 2022, Suze Orman walked listeners through a Medicare…

Carl Sullivan | Jun 10, 2026 at 8:30 AM EDT

Retiring at the Coast Comes With a $9,800 Annual Insurance Shock

A couple closes on their dream coastal North Carolina cottage at age 66 and moves in. A short time later,…

Austin Smith | Jun 10, 2026 at 8:30 AM EDT

How a 401(k) Balance Over $1 Million Quietly Pushes 85 Percent of a Couple’s Social Security Into the Taxable Zone

A married couple, both 72, sit on a $1.05 million traditional 401(k) and collect $52,000 a year in combined Social…

Drew Wood | Jun 10, 2026 at 7:04 AM EDT

The Dividend Growth Path That Hauls in a Bigger Paycheck Than Your HR Rep

A $35,000 annual income is roughly comparable to the Social Security benefits many retired couples receive each year. It is…

Michael Williams | Jun 10, 2026 at 6:15 AM EDT

The 401(k) Bracket Smoothing Math: Why a 66 Year Old Couple With $1.5 Million Should Convert Exactly $90,000 a Year

A married couple, both 66, sitting on $1.5 million in a traditional 401(k), Social Security deferred, and roughly $10,800 of…

Gerelyn Terzo | Jun 10, 2026 at 6:10 AM EDT

Why $34,000 Is the Social Security Tax Threshold Most Retirees Never See Coming

Ask 10 retirees whether Social Security gets taxed and you get 10 different answers. Some swear it is never taxed.…

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Personal Finance Articles

All Personal Finance Articles

What $6,500 a Month Really Looks Like in Retirement With a $1.7 Million Portfolio

A 73 Year Old With $1.6 Million in a Traditional 401(k) Faces a $60,400 First RMD That Quietly Triggers an IRMAA Surcharge

Can You Afford To Retire To Trump Tower? We Ran the Budget. It’s a Lot.

The Portfolio That Gets You a Waterfront Condo in Miami Beach

CPI Data Could Ignite Trump’s Battle With Fed Chair Kevin Warsh

The Roth Conversion Strategy Affluent Couples Over 60 Are Using to Drain a $1.4 Million 401(k) Before RMDs Begin

Fidelity’s 2026 Retirement Study Says 7-in-10 Americans Would Skip Traditional Retirement for Gig Work, a Business, or a New Career

The $30,000 Stock Sale That Subtly Pulled a 68-Year-Old’s Social Security Into the Tax Torpedo

Suze Orman Says a $400,000 Rental Gain Can Trigger a $10,600 Medicare Bill and the Closing Date Is the Only Thing You Control

Two Retirees With the Same $330,000 Income Year Get Opposite Medicare Bills and One Form Decides Which One You Are

Retiring at the Coast Comes With a $9,800 Annual Insurance Shock

How a 401(k) Balance Over $1 Million Quietly Pushes 85 Percent of a Couple’s Social Security Into the Taxable Zone

The Dividend Growth Path That Hauls in a Bigger Paycheck Than Your HR Rep

The 401(k) Bracket Smoothing Math: Why a 66 Year Old Couple With $1.5 Million Should Convert Exactly $90,000 a Year

Why $34,000 Is the Social Security Tax Threshold Most Retirees Never See Coming

How High Will XRP Go in the Next Bull Cycle?

Nvidia Vs. AMD: Perplexity Choosing Nvidia Over AMD Tells a Deeper Story About Chip Dominance

The U.S. Economy Is Addicted to AI Spending. What Happens If It Slows?

Laid Off Before the Cutoff, He Feared the Zero Years Would Gut His Social Security. The Real Damage Surprised Him.

The Maximum Social Security Check Is $5,108 a Month. Here's How Much Invested It Takes to Match It.

Your International Fund Yields 2%. This One Returned 26% and Yields 3.1%

Laid Off Before the Cutoff, He Feared the Zero Years Would Gut His Social Security. The Real Damage Surprised Him.

Personal Finance Articles

All Personal Finance Articles

What $6,500 a Month Really Looks Like in Retirement With a $1.7 Million Portfolio

A 73 Year Old With $1.6 Million in a Traditional 401(k) Faces a $60,400 First RMD That Quietly Triggers an IRMAA Surcharge

Can You Afford To Retire To Trump Tower? We Ran the Budget. It’s a Lot.

The Portfolio That Gets You a Waterfront Condo in Miami Beach

CPI Data Could Ignite Trump’s Battle With Fed Chair Kevin Warsh

The Roth Conversion Strategy Affluent Couples Over 60 Are Using to Drain a $1.4 Million 401(k) Before RMDs Begin

Fidelity’s 2026 Retirement Study Says 7-in-10 Americans Would Skip Traditional Retirement for Gig Work, a Business, or a New Career

The $30,000 Stock Sale That Subtly Pulled a 68-Year-Old’s Social Security Into the Tax Torpedo

Suze Orman Says a $400,000 Rental Gain Can Trigger a $10,600 Medicare Bill and the Closing Date Is the Only Thing You Control

Two Retirees With the Same $330,000 Income Year Get Opposite Medicare Bills and One Form Decides Which One You Are

Retiring at the Coast Comes With a $9,800 Annual Insurance Shock

How a 401(k) Balance Over $1 Million Quietly Pushes 85 Percent of a Couple’s Social Security Into the Taxable Zone

The Dividend Growth Path That Hauls in a Bigger Paycheck Than Your HR Rep

The 401(k) Bracket Smoothing Math: Why a 66 Year Old Couple With $1.5 Million Should Convert Exactly $90,000 a Year

Why $34,000 Is the Social Security Tax Threshold Most Retirees Never See Coming

How High Will XRP Go in the Next Bull Cycle?

Nvidia Vs. AMD: Perplexity Choosing Nvidia Over AMD Tells a Deeper Story About Chip Dominance

The U.S. Economy Is Addicted to AI Spending. What Happens If It Slows?

Featured Reads

Laid Off Before the Cutoff, He Feared the Zero Years Would Gut His Social Security. The Real Damage Surprised Him.

The Maximum Social Security Check Is $5,108 a Month. Here's How Much Invested It Takes to Match It.