Retirement
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Risk On, Risk Off: The Mr. Miyagi Approach to Retirement Planning
The first 10 years of retirement are some of the riskiest for your investments, but channeling your inner Karate Kid may help defend your funds against losses.
By Dale Smothers Published
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Opportunities and Challenges When You Inherit an IRA
New SECURE 2.0 Act rules have kicked in to reshape distribution and taxes for inherited IRAs and retirement plans. Read on for strategies to help beneficiaries.
By Elizabeth Pappas, CPA Published
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Will President Trump's Medicare Executive Order Raise Drug Prices?
President Trump rescinded a Biden-era Executive Order that would have lowered the copays for some drugs to $2 for Medicare enrollees.
By Donna Fuscaldo Last updated
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President Trump's Stances on Social Security and Medicare
Social Security and Medicare programs act as lifelines for millions of Americans, especially seniors. How does Trump stand on these issues?
By Kathryn Pomroy Last updated
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What Is the Social Security January Payment Schedule?
Generally, the exact date your first Social Security January benefit arrives depends on what day of the month you were born. Payments follow the month that they are due, so your January check is for your December benefit.
By Kathryn Pomroy Last updated
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Where to Retire: Living in Portugal as a U.S. Retiree
Living in Portugal as a retirement landing spot has abundant advantages, but do your homework and due diligence first.
By Brian O'Connell Last updated
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No Roth IRA In Your Retirement Plan? The Pros and Cons of Adding One in 2025
Think you might want to open a Roth IRA? Roth IRAs offer tax-free growth of your investments and no RMDs, but income limits are low and you have to wait to withdraw earnings.
By Kathryn Pomroy Last updated
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Why Vanguard Was Ordered to Pay a $106 Million Fine Related to Target-Date Funds
Vanguard's fine centers on December 2020 actions related to the asset manager's target-date funds and capital gains taxes. Here's what you need to know.
By Joey Solitro Published
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Eight Ways Trump Could Change Your Retirement
From Social Security to Medicare and beyond, Trump could change your retirement in ways you may not expect.
By Adam Shell Last updated