The 401(k)-to-IRA Rollover Expenses You Never See
Before moving your 401(k) to an IRA, make sure you understand the costs and benefits you could give up.
09-4-2026
Latest
Social Security Fast Facts and Figures
There were 68,456,000 people getting Social Security benefits in December 2024.
08-26-2026
Disability Means Inability to Work
The only thing that matters is whether or not a person meets the legal definition of disability for Social Security purposes.
08-19-2026
How Much Should Retirees Worry About Inflation?
Inflation can threaten a retirement portfolio, but retirees can take steps to protect their purchasing power.
08-18-2026
Workers Who Turn 60 Through 63 in 2026 Can Now Stash $11,250 Extra, and Most Don’t Know It
Who qualifies for the 401(k) super catch-up contribution in 2026?
08-17-2026
How Much Money Should You Convert to a Roth Each Year?
The right Roth conversion amount could save you taxes, while converting too much could trigger costly surcharges.
08-12-2026
The 10 Best Retirement Freebies You’re Missing Out On
From Medicare services to free college, here are 10 perks worth knowing about.
08-12-2026
Misinformation From the Next Booth Over
If your life has been fairly straightforward, Social Security will be fairly straightforward for you, too.
08-12-2026
This November, Full Retirement Age Officially Hits 67, Completing a Transition Begun in 1983
What is your full retirement age if you were born in 1960, and what does claiming early really cost?
08-11-2026
3 Big Questions to Ask Your Aging Parents
Difficult conversations about aging parents can help prevent financial and caregiving crises later.
08-11-2026
Should You Empty Your IRA by Age 73?
Strategically shrinking your IRA before required deductions begin could help reduce future taxes and Medicare surcharges.
08-10-2026
What Happens to Your Pension When the Company Is Bought
Your pension doesn't automatically disappear after a company sale, but knowing what happens next is essential.
08-8-2026
Biggest Roth IRA Blunders High-Earners Can Make
High earners can still fund a Roth IRA through the backdoor, but careful planning is essential.
08-6-2026
The Financial Consequences of ‘Gray’ Divorce
Divorce after 50 can dramatically reshape your retirement, making careful financial planning more important than ever.
08-5-2026
There Is a Reason for the Rules
The rules of Social Security are not made to inconvenience you.
08-5-2026
3 Tricky Decisions for Every Retirement Plan
Some of the most important retirement decisions have no one-size-fits-all answer.
08-4-2026
Regret Claiming Social Security Early? You Have Options for Bigger Checks
Question: I claimed Social Security six months ago at age 62, but my checks are too small. Is there anything I can do?
08-3-2026
Social Security’s Caregiver Gap
Caregiving can come at a retirement cost, but smart planning may help protect your future Social Security benefits.
08-1-2026
Working in Retirement: How a Part-Time Job Affects Your Benefits
Working in retirement can boost your income and future Social Security benefits, but timing and taxes matter.
07-31-2026
Why the Years Before 73 Matter So Much for Retirees
Smart tax moves before RMDs begin can help reduce future taxes and let you keep more of your retirement savings.
07-30-2026
No Secret Code on Social Security Cards
Separating fact from fiction about your Social Security.
07-29-2026
The Social Security ‘Grandma’s’ Check for Dependents
If you're raising a grandchild, they could qualify for Social Security benefits based on your work record—but only under specific rules.
07-28-2026