Retirement
Latest Retirement News
I’m on Social Security. Do I Even Have to File a Tax Return Anymore?
If you’ve retired and receive Social Security as your main source of income, you may be unsure whether you still…
I’m 67 With $48,000 in Income. Here’s Exactly How the New $6,000 Senior Deduction Cuts My 2026 Tax Bill.
If you’re retired, every tax deduction can make a difference, especially when you’re living on a fixed income. Americans age…
I Inherited a $400k IRA. The 10-Year Rule Could Hand the IRS a Third of It Unless I Act Now
The IRS generally gives you 10 years to empty an inherited IRA, but that flexibility can work against you. Waiting…
I Retired at 62 but Won’t Touch My IRA Until 75. That Gap Is a Tax Goldmine.
One of your biggest tax-saving opportunities may come during the first years of retirement. Leaving the workforce can temporarily reduce…
6 Income Sources for Retirees: Opportunities and Risks
After decades of saving, one of the central challenges of retirement is turning accumulated savings into a reliable source of…
I’m 62 With $850k and a Small Pension. Claiming Social Security Now Costs More Than I Thought.
If you are close to retirement with a nest egg of $850,000 and a small pension, claiming Social Security early…
We’re 66 and 64 With $1.5 Million Saved. Can We Really Afford to Spend $100k a Year?
You and your partner may have built a comfortable nest egg and expect that Social Security will help support the…
At What Age Do Seniors Stop Paying Property Taxes? The Answer Depends on Your State.
Homeowners often believe they stop paying property taxes after a certain age. In reality, there is no nationwide age at…
I’m 2 Years From Retiring With $810k. A 20% Drop Now Would Hurt More Than One at 75. Here’s Why
When you are close to retirement, every market decline can feel different than it did decades earlier. At this stage,…
We Have $1.6 Million in IRAs. When One of Us Dies, the Survivor’s Tax Rate Nearly Doubles
If you and your spouse have $1.6 million saved across your IRAs, and one of you dies, the surviving spouse…
