Key Points The benefit of doing a Roth conversion is to lower the amount of tax you pay on your retirement savings. Make sure you’re converting at a low enough tax rate to make it worth it. The $23,760 Social Security bonus most retirees completely overlook › If you’re nearing retirement and have a large […]
Key Points Investing for your future is important because Social Security benefits aren’t enough to live on. Understanding how much others in your age range have saved can inspire you to invest. Ultimately, your savings must be based on your personal retirement goals. The $23,760 Social Security bonus most retirees completely overlook › If you […]
When a client asks their advisor to place an investment trade or execute another planning action, it typically comes as a result of a consultation with the advisor (and often reflects the advisor’s recommended course of action). However, sometimes a client might request that the advisor take an action the advisor believes isn’t in the […]
Michael Kitces
By Jonathan Ping, originally published at My Money Blog. (Update: Offer is back, this time for $300 for $20k with a 90 day hold. Again available to both new and existing customers depositing new funds. For existing customers, the deposits must be in addition to your balance as of September 7th, 2026. To be clear, […]
Jonathan Ping
Key Points Social Security benefits should be getting a cost-of-living adjustment (COLA) in 2027. That announcement is slated for mid-October, You should also find out key Social Security updates when the COLA is revealed. The $23,760 Social Security bonus most retirees completely overlook › Earlier this year, Social Security benefits got a 2.8% cost-of-living adjustment […]
By Ben Carlson, originally published at A Wealth of Common Sense. Here’s a story from Bloomberg: That doesn’t sound good. Here’s the main argument: Turning 30 just got a lot scarier. A coming collapse in investment returns means that people that age today will have to work seven years longer or save almost twice as […]
Ben Carlson
Key Points Before you retire, it’s crucial to have a sense of your spending needs. Figure out where your retirement income will actually come from. Have a plan so your days are meaningful and busy enough. The $23,760 Social Security bonus most retirees completely overlook › If you’re gearing up to retire in 2030, you […]
By Nick Maggiulli, originally published at Of Dollars And Data. I recently joined a professional organization to discuss various topics in wealth management. On our first Zoom call there was a debate around the use of levered long/short strategies. For the uninitiated, a levered long/short strategy is a way of taking market risk (like buying […]
Nick Maggiulli
Key Points Retirees will likely get a cost of living adjustment in 2026. This change to your monthly check isn’t the only change that’s likely to happen. The amount needed to earn eligibility will change, along with the rules for how much you’ll have to pay in Social Security tax. The $23,760 Social Security bonus […]
Key Points Downsizing can be a smart money-saving room in retirement. That doesn’t mean it’s the right choice for everyone. Before you shed square footage, think about whether you’ll enjoy that much financial upside and consider the social implications. The $23,760 Social Security bonus most retirees completely overlook › There are certain changes I’m planning […]
By Jonathan Ping, originally published at My Money Blog. A Trump Account (aka 530A Account, or 530 IRA) is a new type of retirement investment account for children. They offer tax-deferred growth, but you don’t get a tax break upon contribution. Funds generally cannot be withdrawn until the child reaches age 18, whereupon it converts […]
Jonathan Ping
By The White Coat Investor, originally published at The White Coat Investor. By Jim Dahle, WCI Founder <!–Bonds are having a bit of a moment in the media. Like most things with high-quality bonds, this is all driven by changes in interest rates. Consider this historical chart showing the yield on the 10-year Treasury bond: […]
The White Coat Investor
Key Points Conversions to a Roth IRA should not be done in high-earning years. Investors should always pay their conversion taxes at the end of the year, not with their investable assets. Consider Medicare tax brackets before making conversions two years before age 65. The $23,760 Social Security bonus most retirees completely overlook › The […]
Welcome everyone! Welcome to the 506th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jenna Biancavilla. Jenna is the founder of Pearl Capital Management, an RIA based in Phoenix, Arizona, that oversees approximately $275 million in assets under management for 110 client households. What’s unique about Jenna, though, is how […]
Michael Kitces
Key Points Social Security may be in line for a larger COLA in 2027 than this year’s 2.8% raise. The exact amount of your raise will depend on more than just the official COLA number. You may not get the full picture till later in the year. The $23,760 Social Security bonus most retirees completely […]
By Rick Kahler, originally published at Financial Awakenings. Over 40-plus years in financial planning, I noticed a common pattern with client couples: in meetings with advisors, one partner usually does most of the talking. The other sits back, nods in the right places, and answers direct questions. The professionals in the room key off the […]
Rick Kahler
Key Points Review your withdrawal strategy to make sure it still works for you. Have a plan for when you’ll claim Social Security if you’re not already signed up. Ensure you have at least a year or two of cash savings on hand before you retire. The $23,760 Social Security bonus most retirees completely overlook […]
Key Points The proposal is for a flat-rate cost-of-living adjustment for Social Security benefits. Some low earners will get a bigger bump, but most people will get a smaller one. The $23,760 Social Security bonus most retirees completely overlook › If you ask me, Social Security has enough problems right now — and I’ve just […]
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