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Social Security’s Taxable Earnings Limit Is Rising to $192,300 in 2027. Here’s Who Pays More.

Social Security’s Taxable Earnings Limit Is Rising to $192,300 in 2027. Here’s Who Pays More.

If you earn above a certain level, you may have to pay more in Social Security taxes next year.

The Motley Fool
Are Higher Interest Rates Good for Retirees? Bond Income Trade-Offs

Are Higher Interest Rates Good for Retirees? Bond Income Trade-Offs

By Wes Moss, originally published at Capital Investment Advisors. Higher interest rates may sting borrowers and cause existing bond prices to fall. But for retirees and near-retirees, they may also restore something that had been missing for years: the ability for the conservative side of a portfolio to generate potentially meaningful income. For more than […]

Wes Moss
New Treasury Regulations Introduce (Mandatory) Auto-Enrollment And Individual Stocks To Sec. 530A Trump Accounts

New Treasury Regulations Introduce (Mandatory) Auto-Enrollment And Individual Stocks To Sec. 530A Trump Accounts

Sec. 530A accounts a.k.a. Trump Accounts (TAs), the ‘starter’ retirement accounts for children under 18 that were created under the One Big Beautiful Bill Act (OBBBA), have been available to open and fund since July 4, 2026. And during that time, they’ve gained modest traction: according to Treasury Department estimates, around 7–8 million children have […]

Michael Kitces