Oct 5, 2024 by Bram BerkowitzSocial Security COLAs Have Lifted Benefits 84% Over the Last Quarter Century. Is That Enough?Social Security benefits increase nearly every year to keep pace with inflation.
Oct 5, 2024 by Katie BrockmanMajor Social Security Announcements Are Coming Soon: 3 Things to Know Right NowThis month is a big one for Social Security.
Oct 5, 2024 by Selena MaranjianThis Is the Average 401(k) Balance for Ages 55 to 64Spoiler: It's far too little for far too many people.
Oct 5, 2024 by Adam LevyThe 2025 Social Security Cost-of-Living Adjustment (COLA) Is Almost Official, and It Could Reveal a Surprising Benefit for Many RetireesMany retirees could be disappointed by next year's COLA, but it could be a blessing in disguise.
Oct 5, 2024 by Selena MaranjianI Absolutely Prefer a Roth IRA to a Roth 401(k) for Retirement Savings. Here's Why.My favorite retirement account offers great investment latitude and tax-free withdrawals.
Oct 5, 2024 by Keith Speights41 States That Don't Tax Social Security BenefitsWhere you live matters when it comes to paying taxes on Social Security benefits.
Oct 5, 2024 by Adam LevyHere's the Maximum Possible Social Security Benefit at 62, 67, and 70Even if you're in line for the maximum retirement benefit, your claiming age still makes a huge difference.
Oct 5, 2024 by Charlene RhinehartShould You Retire in South Dakota?South Dakota is a hidden retirement gem that's been flying under the radar.
Oct 5, 2024 by Maurie BackmanIf I Could Tell All Retirees 1 Thing About Social Security, I'd Say to Do This Before You Claim BenefitsSigning up for benefits is a big decision. Make sure you look at the big financial picture first.
Oct 5, 2024 by Sean WilliamsThough Social Security's 2025 Cost-of-Living Adjustment (COLA) Will Be Above Average, the 2026 COLA Might Be Historically LowA temporary silver lining is likely to give way to disappointment in the following year.
Oct 5, 2024 by Maurie BackmanMost Near-Retirees Think It Will Be Difficult to Sign Up for Medicare. Here Are 3 Things You Need to Know for a Smooth Enrollment.There's no need to get stressed out.
Oct 4, 2024 by James BrumleyThe 2025 Social Security COLA Will Be Announced This Month. Here's What That Means for Retirees.Predictions and hints regarding the upcoming payment increase are fair enough, but hardly impressive.
Oct 4, 2024 by Selena MaranjianShould You Retire in Texas?Come for the barbecue, stay for the low taxes.
Oct 4, 2024 by Katie BrockmanThis Is the Average Social Security Benefit for Age 70Delaying benefits comes with a serious financial perk.
Oct 4, 2024 by Ryan Downie1 Important Conversation to Have With Your Spouse Before RetirementYou need to be on the same page as your spouse when it comes to budgeting in your retirement plan.
Oct 4, 2024 by Selena MaranjianHere's How Much the Average Worker Expects to Need per Month in Retirement. How Do You Compare?Alarming spoiler: What workers expect to need is considerably more than the average retiree is receiving.
Oct 4, 2024 by Maurie Backman3 Reasons to Seriously Consider Using a Living Trust to Pass an Inheritance to Your FamilyThere are big benefits you should know about.
Oct 4, 2024 by Kailey Hagen, CFPHere's How Much the Estimated 2025 Social Security Cost-of-Living Adjustment (COLA) Could Boost the Average Spousal BenefitIt's not only retired workers who will see a benefit boost in 2025.
Oct 4, 2024 by Sean WilliamsDonald Trump Wants to End the Taxation of Social Security Benefits -- but This Isn't the Cut-and-Dried Solution You Think It IsWhat's popular isn't always the savviest solution.
Oct 4, 2024 by Justin Pope1 Retirement Savings Hack That Has Created Many Millionaires, and Will Continue to Make MoreNo, most millionaires weren't born into it and didn't inherit it. This is the secret to wealth.