Inherited IRA taxes: 10-year rule and strategies
Vladimir Vladimirov | E+ | Getty Images An inherited individual retirement account can be a sizable windfall for…
Family adult caregiving support could sway midterm voters: AARP survey
For millions of families, caregiving is not just a personal responsibility; it is a growing affordability challenge. And…
Elon Musk’s SpaceX gift: How Trump Account rules could apply
SpaceX CEO Elon Musk speaks to reporters as President Donald Trump looks on outside the White House in…
Call for flexible i-Emas withdrawals
PETALING JAYA: Monthly withdrawals under the Employees Provident Fund’s (EPF) i-Emas scheme should be tailored according to individual…
Roth conversion 2026: What to know before year-end
Milky Way | Moment | Getty Images Roth individual retirement account conversions can potentially reduce lifetime taxes. But…
Social Security COLA for 2027 could rise 3.5%
A shopper browses near ‘Sale’ signs in the meats section of a grocery store. According to a new…
Baby boomers may be driving resilient consumer spending
American consumers have continued spending despite persistent pressure from housing costs, debt and everyday expenses. Economists have debated…
Supreme Court weighs 401(k) case about private funds, underperformance
The Supreme Court heard a major case this week concerning an Intel retirement plan which could result in…
Don’t let 5% become your TSP retirement strategy
Should you lower your TSP contributions before retirement? A 5% contribution can secure the full FERS agency contribution,…
Medicare beneficiaries may get $90 payment to offset Part B premium
Momo Productions | Digitalvision | Getty Images More than 20 million Medicare beneficiaries may soon receive a one-time…
Taking a career break? Your EPF balance may stay tax-free, but interest earned after leaving the job could be taxable
Taking a career break does not necessarily mean your EPF account stops earning interest. But employees who leave…
Claiming Age Clarity Act would change Social Security claiming terms
One of the biggest decisions retirees make — when to claim Social Security benefits — would be described…