Think You’ve Mastered Retirement Plan Withdrawals? Here’s the Big Mistake You Could Be Making
A lot of retirees aim to withdraw a fixed amount from their savings each year. Even if you establish a so-called safe withdrawal rate, not adjusting d...
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Retirement
Social Security, savings targets, withdrawal strategy and the decisions that decide how the money lasts.
15,231 storiesLatest story Jul 13, 20262 sources on this page
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Fact-Checking the Social Security Commissioner’s Email
By Rick Kahler, originally published at Financial Awakenings. A client called me last week wanting to know how to claim a $7,500 tax refund he thought...
Here’s Why July Is a Huge Month for the 2027 Social Security COLA
Social Security COLAs are based on third-quarter inflation data. July is the first month of the third quarter of 2026. We’ll learn the official...
I Used to Think $2 Million Was More Than I’d Ever Need for Retirement. Here’s Why I’ve Changed My Mind.
$2 million is a lot of money, but it won’t go as far in the future as it does today. Social Security benefits may not go as far in the future, e...
Should You Sign Up for Social Security and Medicare at the Same Time? 3 Things You Should Know
Claiming Social Security at 65 will reduce your checks by about 13%. You’ll have to pay your Part B premiums out of pocket if you sign up for Me...
Oops, I Claimed Social Security Too Soon. What Now?
Claiming Social Security early can shrink your monthly check. You may decide after you claimed Social Security that you regret doing so. There are opt...
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