Understand the critical two-year lookback period and why aggressive planning before you enroll in Medicare is the most ...

Get ready for these five 2026 Social Security changes, from a 2.8% COLA and higher Medicare costs to new earnings limits, ...

If you have a traditional pension from your employer, you’re in a rare and rapidly shrinking club. Only 14% of the private ...

The National Foundation for Credit Counseling at www.nfcc.org primarily helps people pay off credit card debt, but its member ...

Roth conversions and other Roth strategies can be complex, but don't dismiss these tax planning tools outright. They could ...

Larry and Barbara Cook thought they were helping government agents. In the end, they found themselves victims of tax and ...

Depending on your age and your employer, a defined benefit pension could significantly shape your retirement outlook. The ...

If you’re one of the few American workers with a traditional pension, your retirement strategy likely looks different from ...

This higher financial status opens the door to advanced tax elimination strategies far beyond what is typically available to ...

Terry Savage's 12/3 column ("How income can affect Medicare premiums") cited outdated figures for IRMAA surcharges. The figures, which appear in bullet form after paragraph 5, have been corrected. Ple ...

At first, the increases tend to be modest. At age 73, the typical RMD is 3.77% of the account balance at the end of the prior year. By age 80 the percentage is still under 5%. However, the percentage ...

Medicare premiums rise sharply in 2026, and retirees may see part of their COLA raise wiped out. Learn how the new costs work ...