The 2027 COLA Calculation Has Officially Started — Here’s What to Watch This Summer
The summer months are crucial to Social Security COLAs. Current estimates could move depending on how inflation trends in July, August, and September....
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Retirement
Social Security, savings targets, withdrawal strategy and the decisions that decide how the money lasts.
15,233 storiesLatest story Jul 3, 2026via The Motley Fool
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4 Midsummer Tax Moves That Could Pay Off Big Before Year’s End
It’s a good time to see about maximizing retirement plan contributions and looking into a Roth conversion. Selling investments strategically als...
This Is the Maximum Social Security Benefit Increase You Could See With a 3.8% 2027 COLA
The maximum Social Security benefit in 2026 is $5,181 per month. The 2027 COLA will likely be somewhere around 3.8%. The Social Security Administratio...
How COLAs Are Calculated — and Why the Formula May Not Reflect What You Actually Pay
The Social Security COLA formula is based on workers’ spending habits, not retirees’. There is a separate inflation index that tracks seni...
Here’s What Retirees Wish They Had Done Differently With Their 401(k)s
Start saving as early as you can, even if you can only spare a few dollars a month. Figure out how much you think you’ll actually need for retir...
What Pre-Retirees Retiring in 2028 Should Be Doing Right Now
Give your savings a last-minute boost. Do a thorough portfolio checkup. Get rid of costly debt so it doesn’t monopolize your retirement income....
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