Is Taking Your Required Minimum Distribution (RMD) in January a Good Idea?
You could lower your tax bill and your future RMDs by taking your distribution early in the year.
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Retirement
Social Security, savings targets, withdrawal strategy and the decisions that decide how the money lasts.
15,348 storiesLatest story Jan 13, 2025via Retirely®
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6 Things All Retirees Need to Know About Social Security COLAs
Knowing the little details matters, even if there's nothing you can do about every single one.
Retiring Soon? 4 Important Things to Know About Social Security in 2025
Social Security is a big deal, delivering retirement benefits to more than 50 million retirees annually along with disability and survivor benefits to...
A Big Social Security Change Just Signed by President Biden Comes With Bad News for Retirees
On Jan. 5, President Joe Biden signed into law the Social Security Fairness Act. That means nearly 3 million public-sector workers with government pen...
President-Elect Donald Trump’s Social Security Plans Could Mean Bigger Benefit Cuts Are Coming. Here’s What Retirees Need to Know Before January 20
Markets reacted strongly to the reelection of Donald Trump. In the week that followed Nov. 5, the S&P 500 was up about 3.7%. While the likely eco...
President-Elect Donald Trump Is Probably Already Done Paying His 2025 Social Security Taxes While You Pay All Year. Here’s Why
Say what you will about President-elect Donald Trump, but I think we can all agree he’s richer than most of us could ever dream of becoming. His...
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