Rolling over a 401(k) to gold? What to check before you move your money
Rolling over 401(k) funds into gold can provide a way to diversify your retirement savings, but the details…
Ed Slott’s Retirement Tax-Planning Strategies: Don’t Waste Your Low-Tax Years
Key TakeawaysWithholding taxes from retirement withdrawals can simplify tax payments and help avoid penalties.Retirees should take advantage of…
When Independence May Not Be the Right Fit for Advisors
Something interesting is happening in wealth management: Independence has become so successful that, in some circles, it’s starting…
Every Year a Retired Couple Leaves the $47,500 Tax-Free Space Empty, About $5,700 of Tax Moves Into Their 70s. Most Leave It Empty for Ten Years
Retired couples often assume doing nothing costs nothing, but the quiet years between the last paycheck and the…
28-year-old woman has Rs 2 crore net worth and no EMIs; with husband earning Rs 3 lakh a month, she asks if she can quit her job
The woman said both of them are finding it stressful to manage work and the household at the…
Social Security’s 3.6% COLA Forecast for 2027 Brings Mixed Signals for Retirees
Key Points The Senior Citizens League’s current COLA estimate is 0.3% lower than in May. The annual COLA…
Social Security Faces Steep Benefit Cuts for Couples Without Reform
Many people rely on Social Security for a good portion of their retirement income. Unfortunately, seniors could soon…
Luminary Raises $22M to Scale AI Wealth Platform
Luminary, an artificial intelligence-native wealth transfer and administration platform, which launched in 2022, has raised $22 million in…
Most Advisors Never Ask Clients to Consolidate Assets
Most advisors would welcome the chance to manage a greater share of their clients’ assets, yet a majority…
Subscribe to The Australian | Newspaper home delivery, website, iPad, iPhone & Android apps
The Australian Digital subscription 12 Month Plan costs $338 (min. cost) for the first 12 months, charged as…
Rule of 70 for retirement: How this simple formula helps estimate when savings may double
Planning for retirement requires careful consideration of how quickly your savings can grow over time. This estimate can…
How a Married Couple Could Collect $10,362 Per Month in Social Security in 2026
Quick Read A married couple can collect $10,362 per month in Social Security only if both spouses earned…