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Retirement News

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

Articles — Page 6

Older man laptop A person at a laptop_GettyImages-623192890
Apr 16, 2026 by Maurie Backman
The Hidden Cost of Roth Conversions No One Talks About Until It's Too Late
Be careful if you're going to use this strategy.
Older woman document laptop
Apr 16, 2026 by Kailey Hagen, CFP
What Social Security Pays at 62 -- and What to Do Before You Claim to Maximize That Amount
The right moves now could lead to a much bigger benefit in the future.
Copy of couple financial review papers bills personal finance investing-1201x801-d21b45d
Apr 16, 2026 by Motley Fool YouTube
How Charitable Remainder Trusts Turn Appreciated Assets Into Lifetime Income and a Tax-Smart Gift
See how charitable remainder trusts balance lifetime income, tax breaks, and support for your favorite charities.
Social Security cards 1_GettyImages-157422696
Apr 16, 2026 by Maurie Backman
Social Security: The Little-Known Move That Could Boost Your Lifetime Benefits
If you don't know it exists, you can't take advantage of it.
Senior couple laptop serious GettyImages-1397343629
Apr 15, 2026 by Maurie Backman
Worried About Running Out of Money in Retirement? 5 Steps to Reduce the Risk.
It's an understandable concern, but one you can address.
Social Security cards 6_GettyImages-184127461
Apr 15, 2026 by Maurie Backman
Think a Larger Social Security COLA in 2027's a Sure Thing? Here's the Truth.
Don't assume the upcoming raise will be more generous.
senior couple outdoors GettyImages-613336212
Apr 15, 2026 by Maurie Backman
3 Myths About the New $6,000 Senior Tax Deduction You Shouldn't Believe
It's important to have the right information.
24_05_13 A person using a calculator with a piggy bank in the foreground _MF DLoad -1200x800-5b2df79
Apr 14, 2026 by Reuben Gregg Brewer
How to Turn Your Tax Season Paperwork Into a Retirement Planning Checkup
Doing taxes is an undesirable chore, but it is also one of the best ways to keep track of your retirement planning.
older couple papers GettyImages-1347233248
Apr 14, 2026 by Maurie Backman
The 4% Rule Is Under Fire. Here's Why.
This popular guidance may no longer work as well.
A person at a laptop deep in thought_GettyImages-492370870
Apr 14, 2026 by Maurie Backman
Why a Roth IRA Could Be Your Best Retirement Move -- or Your Biggest Mistake
It's a matter of what you do with your account.
Social Security cards with US Capitol and hundred dollar bills
Apr 14, 2026 by Katie Brockman
Social Security COLA 2027: Retirees May Want to Brace Themselves for Bad News
Surging inflation could wreak havoc on next year's COLA.
BuildingWealth
Apr 14, 2026 by Dana George
The Common Strategy 401(k) Millionaires Use
There's no magic involved in building a small fortune. Here's what it takes to make it happen.
Senior woman working A smiling person wearing an apron in a bakery_GettyImages-1283480932
Apr 14, 2026 by Maurie Backman
Working While Collecting Social Security? Here Are 2 Key Numbers You Need to Keep in Mind.
Don't gloss over this important information.
23_02_10 A compass with the arrow pointing to the word strategy _MF Dload
Apr 14, 2026 by Reuben Gregg Brewer
What the Average Retiree Gets Wrong About Withdrawal Order in 2026
You likely have several different kinds of savings accounts; which one you pull from first makes a huge difference.
23_03_09 Two medical professionals performing surgery _MF Dload
Apr 13, 2026 by Reuben Gregg Brewer
1 Retirement Expense You Can't Afford to Overlook in 2026
Retirees often focus on housing costs and regular bills, but this huge expense shouldn't go unnoticed.
GettyImages-485008004
Apr 13, 2026 by Stefon Walters
Could You Survive on the Average Social Security Benefit From Ages 62 to 80?
It's much easier said than done.
Man mid aged laptop stressed
Apr 13, 2026 by Kailey Hagen, CFP
A Key 401(k) Tax Break Has Quietly Disappeared for Some Workers in 2026
A higher tax bill could be on the way, but it comes with a silver lining.
retired couple on patio happy
Apr 13, 2026 by Kailey Hagen, CFP
2 Good Things About Claiming Social Security at 65 -- and 1 Bad One
There are pros and cons to this middle-ground choice.
Couple toasting over table outside house
Apr 13, 2026 by Kailey Hagen, CFP
3 Signs Moving in Retirement May Not Be the Best Idea for You
Moving can have plenty of upsides, but that doesn't mean it's always the right choice.
Man 50s laptop GettyImages-1395838277
Apr 13, 2026 by Maurie Backman
Here's Why You May Want to Stop Funding Your IRA or 401(k) Sooner Than Expected
At some point, it could pay to stop contributing to these accounts.
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