Latest articles by Maurie Backman
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What Would $1.46M In Savings Do For Your Retirement Lifestyle? How about $3.93M?
Americans think $1.46 million is the ideal amount of money to have saved for retirement, according to a survey. What would that amount of money mean for your lifestyle in retirement?
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Will Dr. Oz Push Medicare Advantage Plans if Confirmed as Head of CMS?
As original Medicare faces funding shortfalls, Dr. Oz may shift to private insurance providers through Medicare Advantage. Here's what we know so far.
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This Surprisingly Versatile Account Should Be in Your Retirement Plan
The Swiss Army knife of accounts can help provide tax-free income in retirement. 'Be Prepared.'
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IRA Conversion to Roth: Rules to Convert an IRA or 401(k) to a Roth IRA
An IRA conversion can give you a leg-up in retirement with tax-free income. But proceed with caution.
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Living Solely on Portfolio Income in Retirement: Just a Fantasy?
Relying only on portfolio income is achievable for high-net-worth individuals and those with the right mix of investments. Is it for you?
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Four Roth IRA Pitfalls Your Adviser May Not Tell You About
You may not be bound for Mordor, but Roth IRA pitfalls could upend your retirement if you're unaware of them.
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Time to Hang up the Car Keys? When Older Drivers Need to Stop
Does your older parent or spouse need to hang up the car keys? It's one of the hardest transitions in aging, and there's no simple fix.
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Probate: The Terrible, Horrible, No Good, Very Bad Side of Estate Planning
We ask estate planning experts how to avoid probate. Because trust us, you don't want your assets to wind up there.
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Don't Let Health Care Costs Wreck Your Retirement: Here's How
Four strategies to keep health care costs from tanking your retirement, especially before Medicare kicks in.
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This Boring Retirement Income Source Has Big Tax Benefits
Don't ignore this retirement income source, especially if you are wealthy or need portfolio diversification.
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'You Can't Take it With You.' Four Things You Lose in Retirement
There will inevitably be things you lose in retirement. But it's not all gloom and doom. Most people find happiness in retirement: here's how.
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Three Reasons to Skip the 401(k) Super Catch-Up
Older workers may want to forgo the 401(k) super catch-up and put their money to work elsewhere.
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How Inflation Is Impacting Retirees in 2025
January's CPI report shows inflation is running hotter than the Fed would like, at 3%. That's hard on retirees. Is Social Security keeping up?
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Could Elon Musk Be Paying Your Social Security Check?
Musk has had access the US Treasury payment system, which handles Social Security payments. Will your check be on time? Will your data be safe?
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RFK Jr. Confused Medicare and Medicaid: Here's the Difference
The HHS Secretary nominee confused Medicare and Medicaid programs, though he would be responsible for them. We break down the difference.
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How to Stop Ageism From Tanking Your Retirement
More older workers report instances of ageism. Here's how you can stop age discrimination before it affects your career and retirement savings.
