Dec 13, 2023 by Chuck SalettaPrepare for Higher Taxes in 2024 if Your Spouse Passed Away This YearSeniors who find themselves suddenly single may also soon find themselves paying higher taxes on lower income levels.
Dec 13, 2023 by Kailey Hagen, CFPThese Are the 3 Most Popular Ages to Claim Social SecurityIs one of these the right claiming age for you?
Dec 13, 2023 by Maurie Backman3 Retirement Savings Mistakes You Might Sorely RegretThese blunders could really cost you.
Dec 13, 2023 by Maurie BackmanClaiming Social Security Early in 2024? Keep This Important Number in MindIf you're going to get benefits early, you'll need to know the rules.
Dec 13, 2023 by Marc Rapport1 Excellent Retirement Savings Account You'll Wish You Had Opened SoonerWhy a Roth can be the right choice for you, and the earlier the better.
Dec 13, 2023 by Maurie BackmanWant to Un-Retire? Don't Assume Your Plan Will Go Off Without a HitchIt's not totally unusual to want to reverse a retirement decision. But you might have trouble bringing that idea to life.
Dec 13, 2023 by Trevor JennewineHere's the Average Social Security Benefit for Retirees by StateRetired workers in certain states get more benefit income from Social Security.
Dec 12, 2023 by Chuck SalettaTime Is Running Out: Contribute to Your 401(k) by the End of This YearThe sooner you start making regular investments, the larger your nest egg may very well end up.
Dec 12, 2023 by Kailey Hagen, CFPRelax, There's No Wrong Age to Claim Social SecurityBut some ages will suit you better than others.
Dec 12, 2023 by Kailey Hagen, CFPHere's the Maximum Social Security Benefit in 2024Seniors who check three key boxes will be rolling in cash next year.
Dec 12, 2023 by Maurie Backman28% of Americans Think They'll Be Stuck Having to Live Frugally in Retirement. But One Simple Change Could Give You More Spending PowerDon't love the idea of having to scale back in retirement? There may be an easy solution.
Dec 12, 2023 by Maurie BackmanSorry to Say: Claiming Social Security at 62 Could Leave Your Retirement Lacking. Here's Why.Think twice before claiming your benefits as early as possible.
Dec 12, 2023 by Maurie Backman3 401(k) Moves You'll Want to Make Before the End of the YearCheck these off your list sooner rather than later.
Dec 12, 2023 by Dan Caplinger2023 Is the Last Year These 2 States Will Tax Social SecurityFind out whether you'll save on your tax bill come 2024.
Dec 11, 2023 by Chuck SalettaDon't Forget to Take Your Required Minimum Distribution Before the End of the YearIf you want to avoid a massive 25% penalty for failing to take your distribution, you need to take action quickly.
Dec 11, 2023 by Kailey Hagen, CFPThe Unfortunate Truth About Maxing Out Your 401(k)You might want to read this before you defer any more of your paychecks.
Dec 11, 2023 by Trevor JennewinePaying Taxes on Social Security Benefits: What Retirees Must Know Before 2024Social Security benefits can be taxed at the federal and state levels, but state-specific tax laws vary widely.
Dec 11, 2023 by Maurie BackmanEmployers Are Increasingly Offering This 401(k) Option. You May Want to Take Advantage of It.Make sure to get the most benefit out of your employer retirement plan.
Dec 11, 2023 by James BrumleyWant the Max $4,873 Social Security Benefit in 2024? Here's the Salary You NeedDon't sweat it if your annual wages fall short of the minimum amount required. There are still ways to fund a wonderful retirement.
Dec 11, 2023 by Maurie BackmanHave Remaining HSA Funds From 2023? Here's What to Do With Them.Read this before you rush to spend your money.