Tag: Retirement planning
How tax-efficient investing could boost your portfolio returns
Retail investors may already be preparing for the start of the 2026 tax filing season, which the IRS...
What investors need to know
Damircudic | E+ | Getty ImagesAs more older Americans near retirement, many are eager to boost 401(k) savings...
Suze Orman explains why this $1.6 million retirement plan would backfire, and how to avoid the trap
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4 Tips To Reduce Your Social Security Tax Bill in 2026
If you’re collecting Social Security benefits, there’s a good chance your tax bill could be...
January Social Security checks: 2026 benefits rise 2.8%
Ascent/ Pks Media Inc. | Photodisc | Getty ImagesMany Social Security beneficiaries will soon receive their first benefit...
What Medicaid ‘big beautiful bill’ changes mean for family caregivers
Maskot | Maskot | Getty ImagesPresident Donald Trump's "big beautiful bill," enacted in July, requires adults ages 19...
Older workers could use 401(k) money to buy annuities: bipartisan bill
Momo Productions | Digitalvision | Getty ImagesAs part of an ongoing effort to give 401(k) investors more access...
We’re 65 With $1.5 Million in an IRA and $4,200 Monthly From Social Security. How Much Can We Spend?
Age 65 is a major transition for many individuals as they shift to thinking about...
Estate planning helps limit costly mistakes: ‘My Mother’s Money’ author
Miodrag Ignjatovic | E+ | Getty ImagesAfter Beth Pinsker's father died, she had her mother set up a...
ETFs compete on fees. What else to consider
Sean Anthony Eddy | E+ | Getty ImagesAs investors who use exchange-traded funds know, the cost can be...
This RMD mistake costs investors up to $1.7 billion annually
D3sign | Moment | Getty ImagesA key year-end deadline is here for many investors — and skipping it...
Secure 2.0 rule allows early 401(k) withdrawals for LTC insurance
Halfpoint Images | Moment | Getty ImagesWorkers may have a new way to help prepare for a largely...