A Retiree’s $40,000 Dividends Suddenly Makes 85% of Social Security Taxable
A retiree who saved diligently and built a comfortable portfolio can face an unwelcome surprise at tax season:…
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…
Retiring at 64 With $2.1 Million Means Navigating a $10,500 Annual Gap Nobody Talks About
JU.STOCKER / Shutterstock.com A 3.9% withdrawal rate yields $81,900 annually but dividend income only covers $73,500. Medicare Part…
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…
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?
Saul Loeb / Getty Images Moneywise and Yahoo Finance LLC may earn commission or revenue through links in…
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…
Should I Use My Retirement Savings to Pay Off My $80K Mortgage?
I owe about $80,000 on my mortgage and will be retiring within a year but I want to…