Retirement
4 Reasons Women Appear To Be Better Investors
Senior Contributor
TIPS: A Better Way To Protect Retirement Savings From Inflation
Senior Contributor
Trump’s Federal Retirement Account Is A Serious Step Forward
Senior Contributor
President Trump announces a federal retirement savings plan with a $1,000 match. Will it close the coverage gap?
More From Retirement
Could Net Unrealized Appreciation Help Lower Taxes On Your Retirement Savings?
Learn how Net Unrealized Appreciation (NUA) may reduce taxes on employer stock held in a 401(k) and when this often-overlooked retirement strategy may apply.
ByDavid Kudla,
Contributor
Pride, Purpose And Legacy: Legacy Trusts For LGBTQ+ Families
A Legacy Trust can benefit family, but also chosen family, friends, mentors, caregivers, charitable organizations, and causes that have shaped your life.
Contributor
The Heatwave Shows That Your Next Retirement Risk Isn’t Your Portfolio
Europe's deadly heat wave and dangerous U.S. temperatures reveal a new retirement risk and question: whether the place you call home is prepared to support a longer life?
Senior Contributor
If You’re Asking What A Trust Costs, You’re Already On The Wrong Path
Stop pricing trusts like products—estate planning is a strategic design process where goals, complexity, and protection drive value far more than upfront cost.
Contributor
IRMAA: Will Your Retirement Income Increase Your Medicare Premiums?
Did you know that Medicare Premiums are income based? The more you make the more you pay. How to avoid IRMAA jacking up your Medicare premiums in retirement.
ByDavid Rae,
Contributor
Average TSP Balance By Age In 2026 And How To Know If You're On Track
How does your Thrift Savings Plan compare? Discover the average TSP balance by age in 2026, explore new contribution limits, and see if you are on track.
ByBob Carlson,
Senior Contributor
Capture The Increased Benefits Of QCDs From IRAs
Qualified charitable distributions are the best way for those 70 1/2 and older to donate. But people often do not maximize the benefits or fall into some traps.
ByBob Carlson,
Senior Contributor
Shift Your Mindset About Aging
There is a difference between aging and sage-ing. Between getting older and becoming an elder. Learn practices to shift your mindset and extend your life.
Contributor
Avoid These Special Financial Pitfalls Of Your Solo Years
Many solid retirement plans fall apart during the solo years after one spouse passes away, because the plans do not account for key changes.
ByBob Carlson,
Senior Contributor
The Latest On The Future Of Social Security
Social Security isn't going bankrupt—but a 22% benefit cut looms in 2032. Here's what's driving the shortfall and the proposals that could shape its future.
ByThomas Hager,
Contributor
Trump Baby Wealth Accounts And The $300,000 Newborn Gap
Trump Accounts give every U.S. newborn a stake in the market, a real start on worker wealth. But the design favors the rich. The fix is a fairer account, not none.
Senior Contributor
How This British Journalist Ended Up Retiring In Portugal
What began as a journey across Portugal turned into a permanent move. Discover how one British expat settled in the Algarve, purchased property, and embraced life abroad.
Contributor
Required Minimum Distributions Do Not Have To Be Cash
In‑kind RMDs let you transfer investments instead of selling them for cash. Learn how property distributions work, why investors use them and the tax rules.
ByBob Carlson,
Senior Contributor
New Estimate: Social Security Trust Fund’s Demise Is Accelerated
Social Security's trust fund will be depleted earlier, according to the latest estimate from the system's trustees. That estimate could be optimistic.
ByBob Carlson,
Senior Contributor
Do You Want To Live To Age 100?
As you age, you might consider a more refined and personalized longevity goal that reflects your life experience.
BySteve Vernon,
Contributor
The Sandwich Generation Is Quietly Bankrupting Its Own Retirement
The sandwich generation risks its own retirement by supporting parents and children. Protecting savings, planning, and setting boundaries ensures long term stability.
Contributor
What Are Trump Accounts? A Guide For Parents And Families
Trump Accounts are a new type of tax-advantaged investment account designed to help children begin saving and investing early in life.
ByRick Unser,
Contributor
Social Security Paper Checks Out, Direct Deposit In
Social Security is phasing out paper checks. See what beneficiaries need to do now to ensure payments continue without interruption.
ByDiane Omdahl,
Contributor
Three Ways To Increase Your Confidence About Spending Savings In Retirement
Take the time to reduce your anxiety about spending money in retirement, and you’ll feel better about spending money on things that make you happy.
BySteve Vernon,
Contributor
AI SpaceX Tech Millionaires Should Pause Before Buying Dream House
Sudden wealth from tech, AI, SpaceX s requires thoughtful planning before conspicuous consumption. Happiness may be found in real purpose and financial security.
Contributor
