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5726 Articles

David Beren | Jul 16, 2026 at 2:57 PM EDT

IRMAA Isn’t a Tax, but a Retired Couple Can Pay $8,000+ a Year Extra for the Same Medicare

Medicare charges higher-income retirees the same coverage at a dramatically higher price, and the rules for who gets hit follow…

Maurie Backman | Jul 16, 2026 at 2:10 PM EDT

Social Security Has a $160 Billion Problem Congress Needs to Fix

Social Security's trust funds are burning through reserves faster than most retirees realize, and the window for Congress to act…

Maurie Backman | Jul 16, 2026 at 2:07 PM EDT

3 Reasons Your Social Security Check Isn’t What You Expected

That first Social Security check is supposed to feel like a reward, so discovering it falls short of what you…

Gerelyn Terzo | Jul 16, 2026 at 2:03 PM EDT

She Inherited $100,000 at 70 With Almost Nothing Saved. Here’s How to Turn It Into Lifetime Income Alongside Social Security.

A common story with an uncommon answer Picture a woman who just turned 70. She still works an hourly job,…

Drew Wood | Jul 16, 2026 at 1:47 PM EDT

The Portfolio That Pays All Your Car Repairs For Life

Few things ruin a Saturday morning faster than the words “your timing chain is going.” Car repair bills arrive unannounced,…

Maurie Backman | Jul 16, 2026 at 1:01 PM EDT

The Average Social Security Benefit at 62 Vs 70 May Surprise You

The gap between what the average 62-year-old and 70-year-old collect from Social Security each month is far wider than most…

David Beren | Jul 16, 2026 at 12:54 PM EDT

Between Your Last Paycheck and Your First RMD Sits the Lowest Tax Rate You’ll Ever See

Most retirees walk right through the lowest tax window of their adult lives without realizing it is open, and once…

Maurie Backman | Jul 16, 2026 at 11:57 AM EDT

These Retirees Are Looking at $4,152 in Social Security. Could You Be 1 of Them?

The math behind Social Security's top retirement payout is stricter than most people expect, and a six-figure salary might not…

Maurie Backman | Jul 16, 2026 at 10:50 AM EDT

Some Retirees Get $62,172 a Year in Social Security. Here’s How

A small group of retirees collects a Social Security check that dwarfs what most Americans ever see, and the rules…

Gerelyn Terzo | Jul 16, 2026 at 10:04 AM EDT

She Moved to Vermont to Be Near the Grandkids. Now Her New State Taxes Her Social Security Check.

A 68-year-old widow spent her career in a no-income-tax state, sold the family home after her husband passed, and moved…

Marc Guberti | Jul 16, 2026 at 9:43 AM EDT

High Earners Lose $1,900 in 401(k) Tax Breaks: The HSA Strategy That Replaces It

SECURE 2.0 just stripped a quietly relied-upon tax break from high earners in their peak earning years, and the people…

Drew Wood | Jul 16, 2026 at 9:21 AM EDT

The Safest Retirement Portfolio Isn’t the One Most Financial Advisors Recommend

A retiree who built a portfolio entirely in short-term Treasuries last year is now collecting far less income than in…

Carl Sullivan | Jul 16, 2026 at 7:35 AM EDT

Why Did a 73-Year-Old With $2.4 Million See Her Medicare Premium Double?

A single 73-year-old woman with roughly $2.4 million in wealth, most of it locked inside a traditional IRA, is about…

Gerelyn Terzo | Jul 16, 2026 at 7:01 AM EDT

Samsung Reinvented Itself by Rethinking What It’s Worth. Retirees Who Do the Same Find Social Security Is Their Largest Asset.

Most retirees build a careful balance sheet of every account and asset they own, then leave the biggest one off…

Drew Wood | Jul 16, 2026 at 6:29 AM EDT

The Portfolio Blueprint for Building $20,000 a Month in Dividend Income

Twenty thousand dollars a month in dividends means $240,000 a year that has to arrive whether the market cooperates or…

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Personal Finance Articles

All Personal Finance Articles

IRMAA Isn’t a Tax, but a Retired Couple Can Pay $8,000+ a Year Extra for the Same Medicare

Social Security Has a $160 Billion Problem Congress Needs to Fix

3 Reasons Your Social Security Check Isn’t What You Expected

She Inherited $100,000 at 70 With Almost Nothing Saved. Here’s How to Turn It Into Lifetime Income Alongside Social Security.

The Portfolio That Pays All Your Car Repairs For Life

The Average Social Security Benefit at 62 Vs 70 May Surprise You

Between Your Last Paycheck and Your First RMD Sits the Lowest Tax Rate You’ll Ever See

These Retirees Are Looking at $4,152 in Social Security. Could You Be 1 of Them?

Some Retirees Get $62,172 a Year in Social Security. Here’s How

She Moved to Vermont to Be Near the Grandkids. Now Her New State Taxes Her Social Security Check.

High Earners Lose $1,900 in 401(k) Tax Breaks: The HSA Strategy That Replaces It

The Safest Retirement Portfolio Isn’t the One Most Financial Advisors Recommend

Why Did a 73-Year-Old With $2.4 Million See Her Medicare Premium Double?

Samsung Reinvented Itself by Rethinking What It’s Worth. Retirees Who Do the Same Find Social Security Is Their Largest Asset.

The Portfolio Blueprint for Building $20,000 a Month in Dividend Income

“Grow a Spine”: All-In Podcast Pushes Back on AI Regulation and Calls PayPal’s $60 Takeover Offer Just an Opening Bid

The $1.2 Million 401(k) Tax Trap That Costs Retirees 40% in Hidden Surcharges

$3,000 a Month in Sun City: Here’s How to Retire There at 62 Without Touching Your Savings

The $1.2 Million 401(k) Tax Trap That Costs Retirees 40% in Hidden Surcharges

$3,000 a Month in Sun City: Here's How to Retire There at 62 Without Touching Your Savings

“Grow a Spine”: All-In Podcast Pushes Back on AI Regulation and Calls PayPal’s $60 Takeover Offer Just an Opening Bid

The $1.2 Million 401(k) Tax Trap That Costs Retirees 40% in Hidden Surcharges

Personal Finance Articles

All Personal Finance Articles

IRMAA Isn’t a Tax, but a Retired Couple Can Pay $8,000+ a Year Extra for the Same Medicare

Social Security Has a $160 Billion Problem Congress Needs to Fix

3 Reasons Your Social Security Check Isn’t What You Expected

She Inherited $100,000 at 70 With Almost Nothing Saved. Here’s How to Turn It Into Lifetime Income Alongside Social Security.

The Portfolio That Pays All Your Car Repairs For Life

The Average Social Security Benefit at 62 Vs 70 May Surprise You

Between Your Last Paycheck and Your First RMD Sits the Lowest Tax Rate You’ll Ever See

These Retirees Are Looking at $4,152 in Social Security. Could You Be 1 of Them?

Some Retirees Get $62,172 a Year in Social Security. Here’s How

She Moved to Vermont to Be Near the Grandkids. Now Her New State Taxes Her Social Security Check.

High Earners Lose $1,900 in 401(k) Tax Breaks: The HSA Strategy That Replaces It

The Safest Retirement Portfolio Isn’t the One Most Financial Advisors Recommend

Why Did a 73-Year-Old With $2.4 Million See Her Medicare Premium Double?

Samsung Reinvented Itself by Rethinking What It’s Worth. Retirees Who Do the Same Find Social Security Is Their Largest Asset.

The Portfolio Blueprint for Building $20,000 a Month in Dividend Income

“Grow a Spine”: All-In Podcast Pushes Back on AI Regulation and Calls PayPal’s $60 Takeover Offer Just an Opening Bid

The $1.2 Million 401(k) Tax Trap That Costs Retirees 40% in Hidden Surcharges

$3,000 a Month in Sun City: Here’s How to Retire There at 62 Without Touching Your Savings

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The $1.2 Million 401(k) Tax Trap That Costs Retirees 40% in Hidden Surcharges

$3,000 a Month in Sun City: Here's How to Retire There at 62 Without Touching Your Savings