Stock Market Live July 28, 2028: S&P 500 (SPY) Struggling to Stay Green

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Marc Guberti | Jul 23, 2026 at 12:10 PM EDT

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 | Jul 23, 2026 at 11:33 AM EDT

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 | Jul 23, 2026 at 11:19 AM EDT

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 | Jul 23, 2026 at 10:04 AM EDT

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 | Jul 23, 2026 at 10:03 AM EDT

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 | Jul 23, 2026 at 9:05 AM EDT

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 | Jul 23, 2026 at 8:02 AM EDT

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 | Jul 23, 2026 at 7:33 AM EDT

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 | Jul 23, 2026 at 7:02 AM EDT

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 | Jul 23, 2026 at 6:01 AM EDT

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 | Jul 23, 2026 at 2:22 AM EDT

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 | Jul 22, 2026 at 8:15 PM EDT

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 | Jul 22, 2026 at 8:09 PM EDT

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…

Michael Williams | Jul 22, 2026 at 8:04 PM EDT

AI Architect Earning $1.1M/Year Almost Took on $550K in Debt to Dodge Taxes: ‘I Have No Idea What That Business Is’

A tax advisory firm told a seven-figure earner he could wipe out his entire federal tax bill by borrowing half…

Michael Williams | Jul 22, 2026 at 8:01 PM EDT

When the Market Drops, the IRS Quietly Discounts Your Roth Conversion. Here’s the Math at $500,000

Every market dip quietly shrinks the tax bill on a Roth conversion, and most investors never notice until they see…

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Personal Finance Articles

All Personal Finance Articles

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

AI Architect Earning $1.1M/Year Almost Took on $550K in Debt to Dodge Taxes: ‘I Have No Idea What That Business Is’

When the Market Drops, the IRS Quietly Discounts Your Roth Conversion. Here’s the Math at $500,000

Stock Market Live July 28, 2028: S&P 500 (SPY) Struggling to Stay Green

Live Nasdaq Composite: Semiconductor Sell-Off Drags Nasdaq Lower in Split Market

Should You Follow Billionaire Bill Ackman Into His 2 Favorite Mag 7 Stocks?

Buy or Sell the Memory Plunge? SanDisk Sinks 9%, Micron Drops 7%, Western Digital Falls 8%

The Social Security Tax Torpedo Can Double Your Tax Bill on a Single IRA Withdrawal. Here’s How to Defuse It

The Social Security Tax Torpedo Can Double Your Tax Bill on a Single IRA Withdrawal. Here's How to Defuse It

The Medicare Advantage Coverage Gap That Costs Retirees Thousands After Joint Replacement.

Should You Follow Billionaire Bill Ackman Into His 2 Favorite Mag 7 Stocks?

Buy or Sell the Memory Plunge? SanDisk Sinks 9%, Micron Drops 7%, Western Digital Falls 8%

Personal Finance Articles

All Personal Finance Articles

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

AI Architect Earning $1.1M/Year Almost Took on $550K in Debt to Dodge Taxes: ‘I Have No Idea What That Business Is’

When the Market Drops, the IRS Quietly Discounts Your Roth Conversion. Here’s the Math at $500,000

Stock Market Live July 28, 2028: S&P 500 (SPY) Struggling to Stay Green

Live Nasdaq Composite: Semiconductor Sell-Off Drags Nasdaq Lower in Split Market

Should You Follow Billionaire Bill Ackman Into His 2 Favorite Mag 7 Stocks?

Buy or Sell the Memory Plunge? SanDisk Sinks 9%, Micron Drops 7%, Western Digital Falls 8%

The Social Security Tax Torpedo Can Double Your Tax Bill on a Single IRA Withdrawal. Here’s How to Defuse It

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The Social Security Tax Torpedo Can Double Your Tax Bill on a Single IRA Withdrawal. Here's How to Defuse It

The Medicare Advantage Coverage Gap That Costs Retirees Thousands After Joint Replacement.