A Retiree’s $40,000 Dividends Suddenly Makes 85% of Social Security Taxable
Schwab Dividend ETF (SCHD) and Vanguard High Dividend ETF (VYM) generate $20,000 to $30,000 in annual dividends. Combining…
5 overlooked state tax considerations when deciding where to retire
If you’re planning for retirement, you’re probably focused on a handful of key variables, including the size of…
Big changes hit 401(k)s in 2026, including a major tax shift that could affect some investors
If you are reviewing your retirement savings for 2026, there are changes set for 401(k)s that you should…
7 Most Effective Retirement Planning Moves of 2025 You Should Take Into 2026
After a rollercoaster 2025 marked by tariff repercussions, confusing inflation signals and market ups and downs, retirement savers…
This Is the Best Time of Year for Retirees To Take Their RMDs
Keeping funds in a retirement account, such as a 401(k) or individual retirement account (IRA), is a smart…
Trump says 88% of US retirees will now pay zero taxes on Social Security, but can the One Big Beautiful Bill hurt you?
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Fall Money Moves Every Boomer Should Make Before Year-End
Fall is the perfect time for boomers to fine-tune their finances before year-end deadlines close in. From required…