No one loves taxes, but they can be especially stressful if you're retired because you're probably living on a fixed income. A surprise bill could leave you struggling to pay...
If you're contributing regularly to a 401(k) through your employer, you're already doing a good thing for your retirement. But that doesn't mean your work is done.
Let's be honest: We all want the $5,251 max Social Security benefit. That kind of money, coupled with any personal savings you've managed to scrape together, could give most people...
Signing up to receive your Social Security benefits is a big deal -- and not just for you. If you're married, the extra income will benefit your spouse as well....
It's not uncommon to feel like you're behind on retirement savings. But you should know that if you're not even midway through your career yet, there's plenty of time to...
If you're a senior, your taxes could be a little less painful this filing season, thanks to the new $6,000 senior tax deduction that took effect with the passage of...
If you're married and either you or your spouse earns significantly more than the other, you may find it beneficial for the lower-earning spouse to claim Social Security spousal benefits...
You were supposed to take a required minimum distribution (RMD) from your retirement account by Dec. 31, 2025. You planned to do it, but you lost track of it in...
People are in the habit of imagining the best. A Gallup World Poll from 2009 -- just as America was climbing out of the Great Recession -- polled adults in...
Millions of Americans saw a Social Security benefit boost last year thanks to the Social Security Fairness Act. If you were among them, you probably got a permanent increase to...
How much money do you need to retire comfortably? It's not a bad question to ask as a starting point for your retirement planning. But it might not be the...
In the course of saving for retirement, I made the deliberate decision to house my nest egg in a combination of traditional IRAs and 401(k)s. Funding a Roth IRA or...
I have a tendency to be a pretty stubborn person. If there's a food item I don't care for, I probably won't try your version of it, even if you...
If you're 65 or over, chances are good you have your health insurance through either Medicare or a Medicare Advantage Plan. If you have Medicare Advantage, you must know about...
You'd think the money you worked hard to save would be yours to manage as you see fit. But the IRS imposes some pretty strict rules on traditional retirement accounts...
The bucolic small town is something of a movie trope, but it is hard to ignore the positive feeling it evokes. It's a trope for a reason. If you are...
The new $6,000 senior tax deduction could make tax season a little less painful for seniors this year. But it's important to understand what it is and isn't, so you...
You're approaching age 62. While you've heard the warnings about how claiming Social Security right away can reduce your checks, you also don't want to wait too long and potentially...
