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Retirement News

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

Articles — Page 31

happy older woman smile fashion enjoy
May 25, 2026 by Kailey Hagen, CFP®
Social Security Benefits Aren't Set in Stone. 4 Ways Your Checks Could Increase After You've Applied
Any one of these could make a noticeable difference to your checks.
23_11_15 Three people in a row in various stages of making a muscle with their arms. _MF Dload GettyImages-1257781491-1201x800-5b2df79
May 25, 2026 by Reuben Gregg Brewer
3 Retirement Rules Most People Learn Too Late -- And How to Get Ahead of Them
Retirement isn't as simple as no longer working a 9-to-5 job, so you need to think carefully about your personal life cycle.
senior man document laptop calculator GettyImages-1400536618
May 25, 2026 by Maurie Backman
3 Things to Do With Your 401(k) Before You Retire in 2030
The right moves could help you approach retirement with more confidence.
HSA
May 25, 2026 by Dana George
You May Be Shocked to Learn What Happens to Your HSA When You Die
Leaving an HSA to your beneficiaries may not be as straightforward as you believe.
Senior Holding Assortment Cash Bills Social Security Retire Getty
May 25, 2026 by Sean Williams
The Latest Social Security COLA Estimates for 2027 Are In -- Next Year's "Raise" Is Tracking to Be the 4th Largest in 36 Years
A second consecutive year with a "Trump bump" can provide a big boost to Social Security checks -- but this is only part of the story.
Getty - disbelief shocked alarmed upset amazed
May 25, 2026 by Selena Maranjian
I'm Alarmed That 64% of Americans Don't Understand This One Fact About Social Security. Here's What Retirees Need to Know
Having misconceptions about Social Security can lead to a derailed retirement.
Midyear
May 25, 2026 by Dana George
Timing is Key: The Best Month to Claim Social Security
No matter when you claim Social Security benefits, there are strategic decisions to be made.
Social Security 16
May 25, 2026 by Trevor Jennewine
Social Security's 2027 COLA Forecast Was Just Updated. There's Good News and Bad News for Retirees.
Social Security benefits are on pace to get a much larger cost-of-living adjustment (COLA) in 2027.
Senior man smiling being licked by dog_GettyImages-500725657
May 25, 2026 by Maurie Backman
Claiming Social Security at 62 Will Shrink Your Benefits. Do It Anyway in This Situation.
There's one scenario where an early claim makes sense.
Senior holding debit or credit card looking at laptop
May 25, 2026 by Kailey Hagen, CFP®
A New Social Security Payment Change Will Affect 3.6 Million Beneficiaries This Summer
The transition is already underway for affected beneficiaries.
retired woman investing laptop 401K IRA
May 24, 2026 by James Brumley
Is Taking Your RMD in May a Smart Move? Here's What the Math Says.
It's easy to worry more about the matter than is merited, especially if you're just going to leave this money invested in the market anyway.
Senior couple pointing at document
May 24, 2026 by Kailey Hagen, CFP®
Here's How Much the Average Spousal Social Security Beneficiary Takes Home After Paying for Medicare
Your spousal benefit may not go as far as expected after taking this into account.
Worried senior woman holding checkbook
May 24, 2026 by Kailey Hagen, CFP®
The 2027 Social Security Cost-of-Living Adjustment (COLA) Is Still 7 Months Away. Here's What to Do if You're Struggling in the Meantime.
A big COLA is likely on the way, but you need a plan that will help you right now.
Senior couple laptop smiling GettyImages-1413031117
May 24, 2026 by Maurie Backman
How to Use a Qualified Charitable Distribution to Lower Your 2026 Tax Bill
You can do something good and save money on taxes at the same time.
Senior holding document and typing on calculator
May 24, 2026 by Kailey Hagen, CFP®
Plan to Claim the Average Social Security Benefit Early? You May Get Nothing If You Earn More Than This From Your Job.
You may regret signing up early if this happens to you.
Working SS
May 24, 2026 by Dana George
What Happens if You Work After Reaching Full Retirement Age?
Whether you're playing catch-up with your retirement account or simply enjoy working, remaining on the job past full retirement age offers several financial advantages.
Person at laptop looking at smartphone
May 24, 2026 by Kailey Hagen, CFP®
Inheriting an IRA From Your Spouse? Here's Why You May Not Want to Roll That Money Into Your Own Retirement Account.
The simplest move isn't always the right one.
Young person looking at laptop
May 24, 2026 by Kailey Hagen, CFP®
Here's Who Will Qualify for a $1,000 Government-Backed IRA Match in 2027
This could be a big help for some savers, though it won't be an option for everyone.
GettyImages-1320818224
May 24, 2026 by James Brumley
Full Retirement Age Is 67 for Everyone Born in 1960 or Later -- What That Costs You If You Claim Early
The idea of filing for benefits as soon as you're eligible sounds great... until you really start looking at the numbers.
Smiling person riding on bicycle by the ocean
May 24, 2026 by Kailey Hagen, CFP®
Will the 2027 Social Security COLA Break the 45-Year High of 8.7% Set in 2023? Here's What We Know.
There are still several months to go, but all signs point to an above-average COLA so far.
←1…313233→

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