54 articles tagged
The Social Security Administration's 2.8% cost-of-living adjustment for 2026 is viewed as insufficient by 77% of older Americans, who say it fails to cover rising costs.
The full retirement age for Social Security is set to reach 67 in 2026 for anyone born in 1960 or later, marking the final step of a long-term plan.
The IRS has increased the 2026 Roth IRA contribution limit to $7,500 and raised the income eligibility thresholds for savers, reflecting inflation adjustments.
While most Social Security retirement benefits will arrive on schedule in November 2025, SSI recipients will not receive a payment due to a calendar quirk.
Inheriting an IRA comes with complex rules. Starting in 2025, many heirs must take annual withdrawals or face a 25% penalty. Learn three common mistakes to avoid.
Caught between economic crises and the decline of pensions, Generation X is facing a retirement reality far more challenging than that of their Baby Boomer parents.
The Schwab U.S. Dividend Equity ETF (SCHD) is a popular choice, but two alternatives, DIVO and DGRW, offer monthly payouts and higher historical returns.
With markets near all-time highs, a simple three-fund ETF strategy offers a path to build a diversified, low-cost portfolio for long-term growth and stability.
Senators Elizabeth Warren and Bernie Sanders are warning that a new executive order allowing private equity and crypto in 401(k)s is 'dangerous' for savers.
Millions of Americans are losing retirement funds to forgotten 401(k)s moved into high-fee, low-growth Safe Harbor IRAs without their knowledge.
Receiving a large Social Security back payment can trigger a major tax bill. Learn about a crucial IRS rule that could save you thousands by letting you reallocate the income to prior years.
Financial experts and AARP are warning of a Social Security funding shortfall by 2034, which could lead to a 20% cut in retirement benefits for millions.
