A Big 2027 Social Security Cost-of-Living Adjustment (COLA) Could Be Coming. Here’s How It Could Affect Your Taxes.
We won’t know the official 2027 Social Security cost-of-living adjustment (COLA) until October, but right now, all signs…
Map Shows Best States To Retire Comfortably in US
A new analysis of retirement costs across the United States shows there are wide disparities in what it…
I Teach Wealth Management. Avoid These Spending Traps to Save Money.
This as-told-to essay is based on a conversation with Rob Mallernee, the CEO of Eton Solutions, who teaches…
Savings Tips From Early Retirees, Financially Independent Individuals
If you’re looking to save more, early retirees and financially independent individuals say the goal isn’t necessarily to…
Social Security’s 2027 COLA Could Be the Biggest Since 2023
A growing number of retirees are highly dependent on Social Security to make ends meet. The most recent…
The AI Stock I’m Buying for My Retirement Portfolio — and Why It Has Nothing to Do With Hype
At 35, I’m still a couple of decades from retirement. I hope all the stocks in my portfolio…
5 retirement mistakes Canadians make in the planning stages they can’t undo later — and how to avoid them
Want to know whether you’re prepared for retirement? According to Frederick Vettese, the now-retired former chief actuary of…
Why a 64 Year Old Retiree Is Draining Her $1.1 Million 401(k) Early to Maximize a $5,181 Social Security Check at 70
© MariaDubova from Getty Images and c-George from Getty Images Pro On Reddit’s r/financialindependence and r/retirement boards, a…
Inheriting your late parent’s 401(k) can trigger a 25% IRS penalty if you don’t follow the withdrawal rules
A lot of children assume they’ll get their inheritance from parents in a will. But there are other…
A 73 Year Old With $1.5 Million in a 401(k) Discovers RMDs Will Trigger a $280,000 Cumulative Tax Bill
© Lek_charoen / Shutterstock.com The scenario plays out in retirement forums weekly: a single retiree born in 1953,…
Why making CPF LIFE part of your retirement plan can pay for most expenses
Sign up for ST InvestMe and unlock full access to exclusive insights and financial literacy courses today. Inflation…
A 75 Year Old With $3 Million in a 401(k) Discovers Three Years of RMDs Will Cost Her $42,000 in Medicare Surcharges Alone
Quick Read $3M 401(k) at age 75 generates $122K RMD plus income, pushing MAGI to $200K and triggering…