What Happens to a $900,000 401(k) When the Owner Dies and the Beneficiary Falls Under the New 10 Year Rule
Quick Read Inherited $900,000 401(k) generates $1.6M taxable income over 10 years; 41% combined marginal rate yields $375K-$450K…
Three Blind Spots in Modern Retirement Advice
Bonnie Treichel is the Founder and Chief Solutions Officer of Endeavor Retirement, a consulting firm dedicated to solving…
Philadelphia voters approve first city-run retirement savings program in US
Alliance Global Partners chief global strategist Mark Grant discusses his income tax strategy for retirees on Varney &…
Natchez families build money management skills at financial …
Julie Ingram, who helped establish the partnership with Pretty Girls with Brains, expressed her excitement about the outcome…
Social Security Change Could Cut Benefits for 400,000 Americans
A proposed rule change from the Social Security Administration (SSA) could reduce or eliminate benefits for hundreds of…
Here’s the Tax Increase That Would Be Necessary to Avoid Social Security Benefit Cuts in Less Than a Decade
It’s one of the biggest financial worries plaguing workers and retirees today: What happens to Social Security benefits…
A New Retirement Savings Option Is Coming. Here’s Whether Trump’s IRA Program Could Work for You
President Trump’s administration recently announced a new retirement saving tool: the Trump Individual Retirement Account (IRA). There has…
Doom spending: How to stop mindless online shopping from draining your budget
PHOENIX — A few clicks here, a late-night purchase there — and before you know it, your stress…
5 Ways Financial Advisors Can Reassure Clients in Volatile Markets
Markets feel especially unpredictable right now. When uncertainty rises, clients don’t just want performance updates; they want to…
2027 Social Security COLA Forecast Jumps After New Inflation Data
Rising inflation is once again putting Social Security benefits in the spotlight. Fresh consumer price data has pushed…
A Surviving Spouse With $1.4M Faces the Widow’s Penalty That Could Cost $42,000 a Year
© Inside Creative House / Shutterstock.com The year your spouse dies, your tax bill barely changes. The year…
New federal student loan limits could deepen nursing shortage: Lawsuit
The Janss Steps at UCLA in Westwood, CA on Tuesday, May 5, 2026. Myung J. Chun | Los…