Sec. 530A accounts a.k.a. Trump Accounts (TAs), the ‘starter’ retirement accounts for children under 18 that were created under the One Big Beautiful Bill Act (OBBBA), have been available to open and fund since July 4, 2026. And during that time, they’ve gained modest traction: according to Treasury Department estimates, around 7–8 million children have […]
Michael Kitces
The long-awaited news is almost here, but seniors should keep their expectations in check.
Don't get caught off guard by the impact of a higher income.
By Rick Kahler, originally published at Financial Awakenings. What if you measured the cost of your home in workdays instead of dollars? Discover a different way to evaluate housing expenses and decide whether your home is worth the time and money you spend on it. The post How Many Days of Your Life Does Your […]
Rick Kahler
A nice boost won't change the two problems that retirees will likely face.
This decision could make a small but meaningful difference to your benefits.
A significant benefit boost is just around the corner.
Retirees will pay the price for this issue with the COLA.
We'll know for sure in just a few days.
Independent estimates call for Social Security benefits to rise by 3.5% in 2027 -- but this isn’t the biggest story.
A crucial part of marketing is, put simply, doing more of what works and less of what doesn’t work. But how can advisors know what is effective? Many advisors look to their prospect calls for the answers: who shows up, and what do they ask about? This is a helpful starting point, but it may […]
Michael Kitces
Everyone looks to The Senior Citizens League to see what it predicts.
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