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Retirement News

The Motley Fool's most recent retirement and social security news coverage.

Articles — Page 2

Person sitting in front of laptop writing note
Jul 27, 2026 by Kailey Hagen, CFP®
I'd Think Twice Before Claiming Social Security Early if You're Still Employed. Here's Why.
You might not wind up with as much money as you'd expect.
woman 20s laptop couch GettyImages-637756964
Jul 27, 2026 by Maurie Backman
This Could Be the Most Important 401(k) Move You'll Make All Year
If there's one thing to prioritize, it's this.
Worried couple looking at laptop
Jul 27, 2026 by Kailey Hagen, CFP®
The 2027 Social Security COLA Could Trigger a New Tax for Some Seniors Next Year
Being proactive about this could make it a lot easier to manage.
Mature businessperson reading documents
Jul 27, 2026 by Kailey Hagen, CFP®
Don't Forget About This 401(k) Rule Change if You're Planning to Max Yours Out in 2026
Getting this wrong could be devastating at tax time.
senior man holding face GettyImages-1302874070
Jul 27, 2026 by Maurie Backman
Here's How to Prevent an Early Market Crash From Destroying Your Retirement
It might seem like a nightmare scenario, but there are ways to work around it.
Person holding pen and looking at document on coffee table
Jul 27, 2026 by Kailey Hagen, CFP®
Don't Bank on a Huge 2027 Social Security COLA to Cover Your Expenses. Try These 3 Moves Instead.
Your checks will get a boost next year, but you still might need to rethink your budget.
Social Security cards 3_GettyImages-488815648
Jul 27, 2026 by Maurie Backman
Is a Larger Social Security COLA in 2027 a Given? Here's Why it Could Be Smaller Than Expected
It's too soon for retirees to bank on a bigger raise.
Work
Jul 26, 2026 by Dana George
If This Bill Passes, Social Security Recipients Can Work Without Losing Out on Benefits
For those who claim Social Security benefits before full retirement age, there's a pesky earnings test to contend with. That may soon change.
house_GettyImages-1332179910
Jul 26, 2026 by Maurie Backman
3 Reasons I Plan to Downsize in Retirement -- Despite Having a Paid-Off Home
Shedding square footage is a no-brainer for me.
Capitol Building
Jul 26, 2026 by Dana George
The Promise Act Would Push Congress to Vote on Social Security Reform Before 2032's Projected 22% Benefit Cut for Retirees
A bipartisan group of U.S. senators has come together to try to ensure that Congress finds a solution to the upcoming Social Security trust fund shortage.
COLA
Jul 26, 2026 by Dana George
How to Make the Most of a 3.9% Social Security COLA Bump for 2027
While a COLA raise may be good news, you may not end up with as much as you expected. Here's how to work with what you have.
US Capitol building with Social Security cards in the background
Jul 26, 2026 by Kailey Hagen, CFP®
This Potential Social Security Fix Has Bipartisan Support, and It Won't Cost Ordinary Americans
This could be a great first step toward a long-term fix.
Senior couple laptop smiling GettyImages-1413031117
Jul 26, 2026 by Maurie Backman
RMDs Don't Have to Drive Up Your Taxes. Here's How to Avoid the Hit.
Taxes are a major pain point when RMDs come into play, but you may be able to get out of them entirely.
Getty - 401k ira roth retirement accounts-1200x800-5b2df79
Jul 26, 2026 by Motley Fool YouTube
Retiring With a Government 457? How to Decide Between Your 401(k), 457, and Roth Conversions for That Unused Leave Payout
How to choose between a 401(k) and a 457 for unused leave payout at retirement.
retired couple reviewing finances-1200x800-5b2df79
Jul 26, 2026 by Motley Fool YouTube
Do Capital Gains Change Your Tax Bracket? What Investors Need to Know
How capital gains really affect your tax bracket, AGI, and hidden costs like Medicare premiums.
vacation older couple travel boat mountains-1200x800-5b2df79
Jul 26, 2026 by Motley Fool YouTube
Worried About Spending in Retirement? Why a Phased Decumulation Plan Could Be Your Best Move
Test-drive your retirement spending while working to ease anxiety and protect your nest egg.
Getty - happy retirement on road take off
Jul 26, 2026 by Selena Maranjian
How to Maximize Your Retirement Income in the 5 Years Before You Retire
Acting on just one or two of these strategies can strengthen your financial condition come retirement.
Getty - couple looking at laptop and exclaiming in happiness happy surprised thrilled
Jul 26, 2026 by Selena Maranjian
10 Social Security Facts Every Pre-Retiree Should Know Before They File
The more you know, the more you might be able to collect from this vital program.
mature man and woman sitting in kitchen looking at laptop computer and smiling -- couple POC
Jul 26, 2026 by Keith Speights
5 Little-Known Social Security Benefits Most Retirees Never Claim
Many retirees could be leaving money on the table with Social Security.
Social Security 16
Jul 26, 2026 by Trevor Jennewine
3 Big Social Security Changes Coming in 2027 May Surprise Retirees
The Social Security program will undergo several important changes next year.
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