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5634 Articles

Maurie Backman | Jun 3, 2026 at 10:03 AM EDT

The Once-Per-Year IRA Rollover Rule a 59-Year-Old Just Broke by Mistake — and the $94,000 Tax Bill Now on the Way

At some point, you may decide to do an IRA rollover. You may do so to consolidate your savings or…

Gerelyn Terzo | Jun 3, 2026 at 10:00 AM EDT

Why Claiming Survivor Benefits at 60 Costs $912 a Month for Life

A 60-year-old widow whose husband died at 64 is eligible to start collecting survivor benefits immediately. But what she may…

Austin Smith | Jun 3, 2026 at 10:00 AM EDT

Dave Ramsey Says ‘We Don’t Do Debt Anymore,’ but the Math Says Otherwise for Some Borrowers

"We don’t do debt anymore. All of this is going to set you up for that win, my brother." That’s…

Maurie Backman | Jun 3, 2026 at 9:33 AM EDT

Your Social Security Isn’t Getting Cut, but a Quieter Threat Is Already Shrinking It

Millions of retired Americans today count on Social Security for income. And the idea of seeing those monthly checks shrink…

Drew Wood | Jun 3, 2026 at 9:20 AM EDT

If You Have $2.4 Million Saved at 59 and Your Employer Just Offered a $400,000 Severance, Here Is the Bridge Math

Receiving a $400,000 severance package at age 59, paid as $25,000 per month over 16 months, may look like a…

Drew Wood | Jun 3, 2026 at 9:07 AM EDT

A $1.4 Million Portfolio That Generates More Income Than the Average California Public Employee Pension

CalPERS reports an average annual retirement benefit of approximately $45,264. Many California public employees who spend a full career in…

Drew Wood | Jun 3, 2026 at 8:45 AM EDT

Here’s How You Can Afford To Retire in Portugal On a Middle Management Salary

A reader in their fifties spent decades climbing the corporate ladder, accumulated a respectable nest egg, and now wonders whether…

Danielle Liverance | Jun 3, 2026 at 8:38 AM EDT

High Earning Retirees Are Being Warned About This $9,600 Medicare Surcharge That Hits Two Years After a Big Income Event

On the September 15, 2022 episode of Ask Suze & KT Anything, Suze Orman pulled back the curtain on something…

Drew Wood | Jun 3, 2026 at 8:25 AM EDT

A $1.1 Million Dividend Portfolio That Pays Like a Seasoned Realtor’s Annual Commissions Without the Showings

A seasoned realtor with 25 years in the business and a steady book of repeat clients can clear roughly $95,000…

Carl Sullivan | Jun 3, 2026 at 8:02 AM EDT

$9,500 a Month? What That Looks Like for a Retired Couple

Retiring at 65 with $9,500 a month in gross income puts you in a peculiar middle zone. You are comfortably…

Drew Wood | Jun 3, 2026 at 7:58 AM EDT

This Iowa Couple Wants to Be Near Their New Grandbaby. Can They Afford Boston?

A grandchild has a way of rearranging retirement plans. For one Iowa couple in their early sixties, the question is…

Marc Guberti | Jun 3, 2026 at 7:33 AM EDT

The 8-Year Window That Turns a $1.6 Million 401(k) Into a $310,000 Roth and a Bigger Social Security Check at 70

The decision appears constantly on retirement forums: a single filer in their early sixties, recently retired, with a seven-figure traditional…

Drew Wood | Jun 3, 2026 at 7:08 AM EDT

A 67-Year-Old Retiree’s $1.9 Million Portfolio Survived a $390,000 Drawdown Because of One Asset Allocation Choice Most Advisors Skip

A 67-year-old retiree watched a $1.9 million portfolio fall to $1.51 million during a sharp market decline, a 21% drop…

Drew Wood | Jun 3, 2026 at 6:43 AM EDT

How a 48-Year-Old Engineer Could Replace a $150,000 Salary With Dividend Growth Plus Covered Calls

A senior software engineer earning $150,000 annually at age 48 still has approximately 15 to 20 years before reaching a…

Drew Wood | Jun 3, 2026 at 6:03 AM EDT

Can You Afford the French Riviera in Retirement? Here’s the Real Number

For many Americans, the French Riviera evokes images of superyachts, Monaco penthouses, celebrity villas, and some of the most expensive…

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Personal Finance Articles

All Personal Finance Articles

The Once-Per-Year IRA Rollover Rule a 59-Year-Old Just Broke by Mistake — and the $94,000 Tax Bill Now on the Way

Why Claiming Survivor Benefits at 60 Costs $912 a Month for Life

Dave Ramsey Says ‘We Don’t Do Debt Anymore,’ but the Math Says Otherwise for Some Borrowers

Your Social Security Isn’t Getting Cut, but a Quieter Threat Is Already Shrinking It

If You Have $2.4 Million Saved at 59 and Your Employer Just Offered a $400,000 Severance, Here Is the Bridge Math

A $1.4 Million Portfolio That Generates More Income Than the Average California Public Employee Pension

Here’s How You Can Afford To Retire in Portugal On a Middle Management Salary

High Earning Retirees Are Being Warned About This $9,600 Medicare Surcharge That Hits Two Years After a Big Income Event

A $1.1 Million Dividend Portfolio That Pays Like a Seasoned Realtor’s Annual Commissions Without the Showings

$9,500 a Month? What That Looks Like for a Retired Couple

This Iowa Couple Wants to Be Near Their New Grandbaby. Can They Afford Boston?

The 8-Year Window That Turns a $1.6 Million 401(k) Into a $310,000 Roth and a Bigger Social Security Check at 70

A 67-Year-Old Retiree’s $1.9 Million Portfolio Survived a $390,000 Drawdown Because of One Asset Allocation Choice Most Advisors Skip

How a 48-Year-Old Engineer Could Replace a $150,000 Salary With Dividend Growth Plus Covered Calls

Can You Afford the French Riviera in Retirement? Here’s the Real Number

Why High-Earning Pilots Should Delay 401(k) Roth Conversions Until After Mandatory Retirement at 65

The $1,000 Hidden Tax on Every $10,000 Invested in This NVIDIA ETF

Everyone’s Chasing The Villages. Smart Retirees Are Quietly Buying Here Instead

Why High-Earning Pilots Should Delay 401(k) Roth Conversions Until After Mandatory Retirement at 65

Everyone's Chasing The Villages. Smart Retirees Are Quietly Buying Here Instead

Why High-Earning Pilots Should Delay 401(k) Roth Conversions Until After Mandatory Retirement at 65

The $1,000 Hidden Tax on Every $10,000 Invested in This NVIDIA ETF

Personal Finance Articles

All Personal Finance Articles

The Once-Per-Year IRA Rollover Rule a 59-Year-Old Just Broke by Mistake — and the $94,000 Tax Bill Now on the Way

Why Claiming Survivor Benefits at 60 Costs $912 a Month for Life

Dave Ramsey Says ‘We Don’t Do Debt Anymore,’ but the Math Says Otherwise for Some Borrowers

Your Social Security Isn’t Getting Cut, but a Quieter Threat Is Already Shrinking It

If You Have $2.4 Million Saved at 59 and Your Employer Just Offered a $400,000 Severance, Here Is the Bridge Math

A $1.4 Million Portfolio That Generates More Income Than the Average California Public Employee Pension

Here’s How You Can Afford To Retire in Portugal On a Middle Management Salary

High Earning Retirees Are Being Warned About This $9,600 Medicare Surcharge That Hits Two Years After a Big Income Event

A $1.1 Million Dividend Portfolio That Pays Like a Seasoned Realtor’s Annual Commissions Without the Showings

$9,500 a Month? What That Looks Like for a Retired Couple

This Iowa Couple Wants to Be Near Their New Grandbaby. Can They Afford Boston?

The 8-Year Window That Turns a $1.6 Million 401(k) Into a $310,000 Roth and a Bigger Social Security Check at 70

A 67-Year-Old Retiree’s $1.9 Million Portfolio Survived a $390,000 Drawdown Because of One Asset Allocation Choice Most Advisors Skip

How a 48-Year-Old Engineer Could Replace a $150,000 Salary With Dividend Growth Plus Covered Calls

Can You Afford the French Riviera in Retirement? Here’s the Real Number

Why High-Earning Pilots Should Delay 401(k) Roth Conversions Until After Mandatory Retirement at 65

The $1,000 Hidden Tax on Every $10,000 Invested in This NVIDIA ETF

Everyone’s Chasing The Villages. Smart Retirees Are Quietly Buying Here Instead

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Why High-Earning Pilots Should Delay 401(k) Roth Conversions Until After Mandatory Retirement at 65

Everyone's Chasing The Villages. Smart Retirees Are Quietly Buying Here Instead