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Browsing Tag

Finance

12029 posts
PPersonal finance
Before You Take That Part-Time Job in Retirement: How a $1.4 Million 401(k) Can Cost You $2,297 in Medicare Premiums
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Before You Take That Part-Time Job in Retirement: How a $1.4 Million 401(k) Can Cost You $2,297 in Medicare Premiums

  • May 18, 2026
Quick Read $40K consulting income stacked on $40K 401(k) withdrawal triggers 85% Social Security taxation at 30%+ effective…
PPersonal finance
If Your Advisor Said to Add Bonds at 65, They Were Right — in 1995. Here’s What That Advice Should Sound Like in 2026.
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If Your Advisor Said to Add Bonds at 65, They Were Right — in 1995. Here’s What That Advice Should Sound Like in 2026.

  • May 18, 2026
© Studio Romantic / Shutterstock.com Over the past 30 years, the investing landscape for retirees has altered radically.…
PPersonal finance
Pension regulator says micro-pension plan unworkable for informal sector | Business
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Pension regulator says micro-pension plan unworkable for informal sector | Business

  • May 18, 2026
The Financial Services Commission (FSC) has ruled out a state-administered micro-pension scheme for the more than one million…
PPersonal finance
Retirees Are Getting Monthly Paychecks from This Overlooked Energy Play
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We’re in our 40s with a healthy portfolio: how a $1.3 million tax bomb forced us to act before retirement

  • May 18, 2026
On a recent episode of the Money Guy Show titled Van Life Millionaires Are Leaving Millions on the…
PPersonal finance
Filing Single After Your Spouse Dies? Make Sure You Do These 401(k) Moves Before Year Three
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Filing Single After Your Spouse Dies? Make Sure You Do These 401(k) Moves Before Year Three

  • May 18, 2026
© dizain / Shutterstock.com The day after her husband’s funeral in spring 2024, Carol kept filing taxes the…
PPersonal finance
Here’s the Average Social Security Benefit at Ages 62, 67, and 70, and Which One Actually Beats the Rising Cost of Living.
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Here’s the Average Social Security Benefit at Ages 62, 67, and 70, and Which One Actually Beats the Rising Cost of Living.

  • May 18, 2026
Quick Read Claiming Social Security at 70 instead of 62 increases average monthly benefits from $1,424.40 to $2,274.68.…
PPersonal finance
The $39,200 Tax Cost That Saves $100,000 Later: A 401(k) Strategy for 60-Year-Olds
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The ‘Wait Until You Retire’ Tax Myth Only Works for 4% of People, According to This Retirement Advisor

  • May 18, 2026
Quick Read Many retirees follow a tax deferral strategy that assumes they’ll be in a lower tax bracket…
PPersonal finance
Government-backed Pensions Commission calls for action on gender savings gap | Pensions
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Government-backed Pensions Commission calls for action on gender savings gap | Pensions

  • May 18, 2026
A shake-up of pensions in Britain must involve measures to close the gap in retirement savings between men…
PPersonal finance
HC quashes RSRTC order withholding pension of retired staff, orders restoration
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HC quashes RSRTC order withholding pension of retired staff, orders restoration

  • May 17, 2026
Jaipur: The Rajasthan High Court has quashed an order of the Rajasthan State Road Transport Corporation (RSRTC) permanently…
PPersonal finance
A Social Security card sandwiched between money.
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5 Out-of-Control Myths About Social Security (and the Truth Behind Them)

  • May 17, 2026
Most people appreciate hearing the truth. However, rumors and myths can be kind of fun. It’s only when…
PPersonal finance
How Bracket-Filling Roth Conversions Cut This Couple’s Tax Bill by $14,000 a Year
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How Bracket-Filling Roth Conversions Cut This Couple’s Tax Bill by $14,000 a Year

  • May 17, 2026
© PeopleImages / Getty Images Picture a couple at 62 with $1.4 million in traditional IRAs, no pension,…
PPersonal finance
Here's the Average Social Security Benefit at 62 -- and How to Boost It By $99 in 1 Year
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Here’s the Average Social Security Benefit at 62 — and How to Boost It By $99 in 1 Year

  • May 17, 2026
When you claim Social Security as soon as you become eligible at 62, you’re guaranteed to get the…
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