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.
Dec 11, 2023 by Kailey Hagen, CFP4 Ways You Can Lose Some (or All) of Your Spousal Social Security BenefitsIf any of these happen to you, you'll need a new financial plan ASAP.
Dec 11, 2023 by Stefon Walters3 Must-Do 401(k) Moves to Make Before the End of 2023These moves can put you on track to enter the new year maximizing the potential of your 401(k).
Dec 11, 2023 by Maurie BackmanSpousal Social Security Benefits: 3 Things All Married Couples Should KnowKnow the rules so you can make the most of this perk.
Dec 10, 2023 by Keith Speights5 Things Retirees Need to Know About Income Taxes on Social Security BenefitsTaxes won't necessarily disappear when you retire.
Dec 10, 2023 by Adam LevyNew Data From the CDC Reveals the Optimal Age to Claim Social Security for the Average RetireeIt could make a big difference in determining when you decide to claim your benefits.
Dec 10, 2023 by Trevor JennewineHere's the Max Social Security Benefit for Retirees in 2024, and the Salary You Need to Get ItFuture retirees should understand how to maximize their Social Security benefit.
Dec 10, 2023 by Katie Brockman3 Huge Social Security Changes Taking Effect in January 2024Here's what to expect heading into the New Year.
Dec 10, 2023 by Kailey Hagen, CFP38 States That Don't Tax Social Security BenefitsLiving in one of these states gives you one less thing to worry about in retirement.
Dec 10, 2023 by Maurie Backman3 Medicare Gotchas That Could Cost You a FortuneYou might spend a lot more under Medicare than expected. Consider yourself warned,
Dec 10, 2023 by Maurie BackmanDoes It Make Sense to Save in a 401(k) if There's No Employee Match?If you don't get any matching incentive, you're losing out on a major perk.
Dec 10, 2023 by Stefon WaltersClaiming Social Security Early in 2024? Here Are 3 Things You Must Know.Knowing these rules can ensure retirees aren't caught off-guard by benefits that may be different than expected.