Aug 24, 2025 by Stefon WaltersHow Much Is the Required Minimum Distribution (RMD) if You Have $500,000 in Your Retirement Accounts?Calculating your RMD is a straightforward process once you have the information you need from the IRS.
Aug 24, 2025 by Maurie BackmanI'm Not Counting on Social Security to Bankroll My Retirement. Here's Why -- and What My Plan Looks Like Instead.Even though Social Security isn't going away, I can't rely on it too heavily.
Aug 24, 2025 by Keith SpeightsSocial Security's 2026 Cost-of-Living Adjustment (COLA) Is Shaping Up to Be a Lose-Lose Scenario for RetireesHeads, retirees lose with the upcoming Social Security COLA. Tails, they also lose.
Aug 24, 2025 by Sean WilliamsHere's Precisely How Much Social Security's 2026 Cost-of-Living Adjustment (COLA) Is Expected to Boost BenefitsA history-making "raise" for beneficiaries may be met with disappointment.
Aug 23, 2025 by Kailey Hagen, CFP3 Things We Know So Far About the 2026 Social Security Cost-of-Living Adjustment (COLA)It's only a matter of weeks before the official announcement.
Aug 23, 2025 by Katie BrockmanWhat's the 1 Thing All Retirees Should Do Before Claiming Social Security Benefits in 2025?Many Americans are making a simple (but costly) Social Security mistake.
Aug 23, 2025 by Dana GeorgeEverything You Ever Wanted to Know About the Roth IRA 5-Year RulesRoth IRAs are one of the most popular ways to save for retirement, but it can be tough to keep the various Roth rules straight. Here's what you need to know.
Aug 23, 2025 by Maurie BackmanIf You're Not Saving for Retirement in This Account, You're Missing OutIt's an opportunity you shouldn't pass up.
Aug 23, 2025 by Stefon WaltersThe Senior Citizens League Projects a 2.7% Social Security COLA for 2026 as Social Security Turns 90Based on projections, retirees should prepare for a larger increase than in 2025, but it still may not be good enough.
Aug 23, 2025 by Maurie Backman2026's Social Security COLA Could Come at a Major CostA larger boost is not necessarily a good thing.
Aug 23, 2025 by Sean WilliamsSocial Security Is a Financial Mess -- and Here's the Truth of How It Got to This PointSocial Security benefit cuts are an estimated eight years away, and addressing the program's issues won't be easy.
Aug 22, 2025 by Kailey Hagen, CFPThese Seniors Will Save Money on Taxes This Year Thanks to President Trump's New OBBBA DeductionIt could give you a little breathing room this tax season.
Aug 22, 2025 by Stefon WaltersAre You Falling for These 5 Roth IRA Myths?By setting the record straight, you can better understand the true advantages of a Roth IRA.
Aug 22, 2025 by Matt Frankel, CFPHere's the Average American's Social Security Benefit at Ages 62, 65, 67, and 70We have new data on the averages, broken down by age. And you might be surprised.
Aug 22, 2025 by Stefon WaltersThis Is the Average Social Security Benefit for Age 62Some retirees may find the average benefit at 62 to be less than ideal.
Aug 22, 2025 by Maurie BackmanWe're Getting Closer to a Social Security COLA Announcement. Here's What We Know So Far.The big reveal is less than two months away, but there are already some clues about next year's raise.
Aug 21, 2025 by Dana George5 Social Security Myths That Could Hurt YouSocial Security plays such an essential role in most Americans' lives that it's natural for rumors and myths to pop up. However, the following myths could cost you money and needless sleepless nights.
Aug 21, 2025 by Stefon WaltersHow Much Is the Required Minimum Distribution (RMD) if You Have $1 Million in Your Retirement Accounts?Determining your RMD is a fairly quick two-step process.
Aug 21, 2025 by Maurie Backman2 Hidden Problems With Claiming Social Security at 62It's not just reduced benefits you have to worry about.
Aug 20, 2025 by Stefon WaltersWant the Max $5,108 Social Security Benefit? Here's the Salary You NeedAchieving the maximum benefit is a two-step process.