How Much Money Do You Need to Retire? The 3 Green Zones
By Wes Moss, originally published at Capital Investment Advisors. Many people picture retirement success as a magic number: once their bank account re...
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Retirement
Social Security, savings targets, withdrawal strategy and the decisions that decide how the money lasts.
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What the Senior Citizens League’s Latest COLA Prediction Means for Your Planning
The Senior Citizens League, a senior advocacy group, has issued an estimate of the 2027 COLA. The organization projects that the COLA is going to be h...
2027 Social Security COLA Update: There’s Good News and Bad News
The 2027 Social Security COLA is expected to be around 3.8%. This is above average and will add roughly $79 to the average benefit. We’ll know t...
Understanding Tax-Advantaged Investment Accounts
When researching retirement and other types of investment accounts, you might see terms like “pre-tax,” “tax-deferred,”...
Skip the Penalty: 3 Smart Ways to Reduce or Eliminate RMDs Without Getting Burned
While moving funds from your retirement account into a Roth IRA may save you money, it can be complicated and require professional assistance. Qualifi...
Social Security’s Downgraded COLA Forecast for 2027 Could Have an Unexpected Upside
One expert lowered her 2027 COLA projection after seeing inflation cool in June. A smaller Social Security raise means less rampant inflation. What re...
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