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Retirely®

Sunday, October 18S&P 7,659▼1.1%Gold $4,181▲0.3%Bitcoin $81,041▼0.4%Oil $99▲2.6%Local weather…

Social Security’s Trump Bump-Led 2027 COLA Is the 5th-Largest in 35 Years, but It’s a Genuine Threat to the Program’s Solvency

There’s a potentially steep price to pay for one of the largest Social Security raises since 1993.

1h ago The Motley Fool

This 401(k) Move Could Come At a Huge Cost After Age 63

Will you end up making your monthly expenses climb?

1d ago The Motley Fool

The Wild Card Factor That Could Whittle Down Your 3.6% Social Security COLA in 2027

Now that retirees know the number, there's another complication to address.

1d ago The Motley Fool

Retirees, Check Your Withholding Now Before an Unexpected Tax Bill Arrives

Social Security, pensions, and withdrawals may affect your total tax bill. Here's how.

1d ago The Motley Fool

Weekend Reading For Financial Planners (October 17–18)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a survey by Vanguard of investors on its platform found that many of those who have engaged with Artificial Intelligence (AI) tools for money management or planning actually value their (human) advisor more because of […]

1d ago

Michael Kitces

RMDs Don’t Have to Bring a Higher Tax Bill. Here’s the Legal Loophole.

It won't stop you from handing over some of your savings, but it could make tax time a bit easier.

1d ago The Motley Fool

The Social Security Administration Has Spoken: Here’s the 2027 Cost-of-Living Adjustment (COLA) — and What It Will Do to Your Benefit

The latest increase is 3.6%, but many seniors will get less than that.

1d ago The Motley Fool

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.

1d ago The Motley Fool

Here’s What Your Social Security Benefit Would Be at 62 and 70 If You Qualified for the Average Check at 67

Your age plays a surprisingly big role in the size of your Social Security checks.

2d ago The Motley Fool

Here’s How Much the Average Social Security Check Could Increase in 2027 With a 3.6% COLA

Benefits could get a nice boost, but some seniors may not get their increase in full.

2d ago The Motley Fool

Here’s What a $1,500, $2,000, and $3,000 Social Security Check Will Become After the 2027 Cost-of-Living Adjustment (COLA)

Retirees will appreciate the bump, but is it enough?

2d ago The Motley Fool

I’d Suggest Rethinking Retiring in 2027 if Any of These 3 Things Apply to You

Retirement definitely isn't something you want to rush into if you're not ready.

2d ago The Motley Fool

Social Security’s Trump Bump-Led 2027 COLA Is the 5th-Largest in 35 Years, but It’s a Genuine Threat to the Program’s Solvency

Social Security’s COLA Tracks Working Households, Not Retirees. Here’s How Much Bigger 2024’s Raise Would Have Been.

Trump’s “No Tax on Social Security” May Not Be What You Think It Is

Some Workers Just Got Bad News on Social Security

You Could Owe Social Security Benefit Taxes in 2026, and a Looming Change Makes This Even More Likely in 2027

3 Things All Social Security Beneficiaries Should Do Now That the 2027 COLA Has Been Announced

6 Ways Social Security Will Change Forever in 2027. Are You Ready?

This 401(k) Move Could Come At a Huge Cost After Age 63

The Wild Card Factor That Could Whittle Down Your 3.6% Social Security COLA in 2027

Retirees, Check Your Withholding Now Before an Unexpected Tax Bill Arrives

Weekend Reading For Financial Planners (October 17–18)

RMDs Don’t Have to Bring a Higher Tax Bill. Here’s the Legal Loophole.

The Social Security Administration Has Spoken: Here’s the 2027 Cost-of-Living Adjustment (COLA) — and What It Will Do to Your Benefit

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

Here’s What Your Social Security Benefit Would Be at 62 and 70 If You Qualified for the Average Check at 67

Here’s How Much the Average Social Security Check Could Increase in 2027 With a 3.6% COLA

Here’s What a $1,500, $2,000, and $3,000 Social Security Check Will Become After the 2027 Cost-of-Living Adjustment (COLA)

I’d Suggest Rethinking Retiring in 2027 if Any of These 3 Things Apply to You

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