Latest News

Retirement

June 14

Roth conversions can boost Medicare premiums

But one year of higher health care costs may be worth it to lower RMDs and taxes in the future.

June 8

2034 is a pivotal year for Social Security

Although the trust fund depletion date remains unchanged, 2034 is when surplus funds will run out if Congress doesn't act

May 18

The gig economy as a backup retirement plan

Some workers embrace side hustles to boost their nest eggs.

May 11

Countdown to retirement

Reviewing key deadlines with a group of friends at age 64

May 4

Recent rule changes to boost retiree health costs

New analysis quantifies the effect on Medicare premiums and Social Security benefits.

April 27

Retirement outlook for millennials

They're drowning in debt, but are highly educated and have decades to get on track.

April 20

The $1 million gender wealth gap

Compounding female wage inequity jeopardizes retirement security

April 12

Guaranteed income tops boomers' retirement wish list

Those who work with an adviser are most likely to buy an annuity.

Gallery

March 30

What every woman should know about Social Security

Benefits for every stage of life, from worker and mother to divorced spouse or widow.

March 23

Social Security benefits losing buying power

Low inflation combined with rising Medicare costs threaten the adequacy of seniors' income.

March 15

Social Security budget cuts lead to declining customer service

Telephone, in-person wait times soar as the demand for retirement benefits rises.

March 2

Future retirees more vulnerable to income shocks

Increased use of annuities and reverse mortgages could improve outcomes.

February 22

Social Security underpaid 82% of dually entitled widows and widowers

Agency failed to tell survivors that they could switch to a higher retirement benefit later

February 16

Tough tax season for victims of Social Security hack

Crooks stole their benefits, but the victims received 1099s for reportable income.

February 9

Social Security accounts get hacked

Setting up an online account is a first step in preventing fraud, but it's not foolproof.

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