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3 Reasons Claiming Social Security at 62 Could Backfire

3 Reasons Claiming Social Security at 62 Could Backfire

Just because you can get your benefits sooner doesn't mean you should.

The Motley Fool
Weekend Reading For Financial Planners (September 19–20)

Weekend Reading For Financial Planners (September 19–20)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Anthropic announced an advisor-specific plug-in to its Claude tool, which will incorporate data from many key advisor tech tools. While the new “Claude for Financial Advisors” plug-in offers the potential to solve the long-simmering problem […]

Michael Kitces
3 Things All 2026 Social Security Applicants Should Know About the 2027 COLA

3 Things All 2026 Social Security Applicants Should Know About the 2027 COLA

Key Points The Social Security Administration will announce the 2027 COLA on Oct. 14, 2026. It will also announce several other key program changes at the same time. The 2027 COLA begins in January, but will be seen in the Dec. 31, 2026, payment. The $23,760 Social Security bonus most retirees completely overlook › We’re […]

The Motley Fool
Your RMD Deadline Is Closer Than You Think — Miss It and Pay Dearly

Your RMD Deadline Is Closer Than You Think — Miss It and Pay Dearly

Key Points RMDs are due each year by Dec. 31. Missing an RMD deadline can result in a 25% penalty on the required amount. Proactively managing your RMD can help you avoid penalties. The $23,760 Social Security bonus most retirees completely overlook › You’re roughly 15 weeks away from Dec. 31, the annual deadline for […]

The Motley Fool
New to Social Security? 2 Rules That Could Catch You Off Guard.

New to Social Security? 2 Rules That Could Catch You Off Guard.

Key Points Some people claim Social Security without reading up on the program’s rules. You should know that if you’re working and getting benefits, you may be subject to an earnings test, depending on your age. Your benefits may also be subject to taxes, depending on your income picture. The $23,760 Social Security bonus most […]

The Motley Fool
3 Big Misconceptions About the 4% Rule You Need to Get to the Bottom Of

3 Big Misconceptions About the 4% Rule You Need to Get to the Bottom Of

Key Points The 4% rule tells you to withdraw 4% of your savings your first year of retirement and adjust future withdrawals for inflation. Not understanding who the rule is suited for and how it works could create financial troubles for you. Recognize that the rule is meant to support a specific timeline and asset […]

The Motley Fool
3 Ways Delaying Retirement Can Make Your Future a Lot More Comfortable

3 Ways Delaying Retirement Can Make Your Future a Lot More Comfortable

Key Points Delaying retirement gives you more time to save for your future. Your existing investments also have more time to grow. Shorter retirements cost less than longer retirements. The $23,760 Social Security bonus most retirees completely overlook › Delaying retirement usually isn’t something you do because you want to. It’s often a necessity because […]

The Motley Fool
Medicare’s Open Enrollment Period Is Only a Month Away. 3 Things to Do Now to Prepare.

Medicare’s Open Enrollment Period Is Only a Month Away. 3 Things to Do Now to Prepare.

Key Points Review your current insurance coverage and identify what you like and dislike about it. Record all medications, specialists, and services you expect to need in 2027. Figure out how much you can afford to spend on premiums and deductibles next year. The $23,760 Social Security bonus most retirees completely overlook › The 2027 […]

The Motley Fool