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Retirement & Investing
401(k)s, IRAs, HSAs, asset allocation, and long‑term wealth building.
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Latest in Retirement & Investing
Only These 8 States Tax Social Security, But Your Benefits Might Still Taxed Anyway
2+ min ago (973+ words) Most retirees assume they know whether their Social Security benefits will be taxed, but a little-known income calculation catches many off guard regardless of which state they call home. If you’re approaching retirement, it may be time to start thinking…...
The Quiet Pennsylvania Mountain Town Where Retiring Is Surprisingly Cheap
4+ day, 15+ hour ago (1456+ words) Retirement gets a lot more interesting when the mountain view does not come with a luxury price tag. In one quiet corner of Pennsylvania, a small town offers the kind of slower pace that can make everyday life feel easier…...
Boomers Control $90 Trillion in the "G-Shaped Economy." At 70, the Safe Money Is What Makes His Social Security Taxable.
1+ hour, 24+ min ago (475+ words) Treasury yields finally rewarding retirees sounds like a win, until the IRS formula that Congress wrote in 1984 and never updated turns that interest income into a stealth tax on Social Security benefits most people never saw coming. The Full Benefits…...
A West Texas Ranch Got $1.3 Million for Water Rights. For a Medicare-Age Landowner, the Premium Bill Can Arrive Two Years Later
1+ hour, 57+ min ago (945+ words) A seven-figure water rights deal sounds like a windfall, but for a Medicare-age landowner the bill that matters most shows up two years after closing, long after the money is gone. The Full Benefits Desk desk. Editor: Gerelyn Terzo. It…...
Will you get £13,000 a year when you stop working? Here's how to check
2+ hour, 24+ min ago (741+ words) It may well be decades away, but do you know how much money you will get when you stop working? The current state pension is soon likely to top £13,000 a year. Yet one in eight people surveyed by the UK…...
Column: The case against cutting Social Security benefits
5+ hour, 21+ min ago (400+ words) It’s an interesting line of reasoning, to say the least. The current benefit formula was adopted in 1977 and was designed to keep the replacement rate of benefits — the benefit in retirement as a share of average earnings while working — stable....
He Converted $40,000 a Year for Ten Years. His Brother Left the Same $450,000 Alone and Watched It Grow to $730,000. Only One of Them Owns What the Statement Says
5+ hour, 24+ min ago (661+ words) Two brothers started with the same IRA balance, watched the same market, and ended up with very different amounts of money that actually belonged to them. The one with the smaller statement may have won. Life After Work desk. Editor:…...
He Converted $120,000 to a Roth in December and Paid the Tax in April. The IRS Charged an Underpayment Penalty Back to the Previous April, for Income He Hadn't Earned Yet. One Form Erases It
6+ hour, 12+ min ago (666+ words) The IRS can charge a penalty for income that did not exist yet, and the math behind it is perfectly legal. One obscure tax form rewrites the calculation entirely, but most preparers never file it. Life After Work desk. Editor:…...
She Converted $80,000 at 58 and Had 20% Withheld to Cover the Tax. The $16,000 Never Reached the Roth, So the IRS Called It a Withdrawal and Added a 10% Penalty
6+ hour, 34+ min ago (746+ words) A routine checkbox on a Roth conversion form quietly triggered a tax penalty on money she never touched, never spent, and never intended to withdraw. Most savers checking that same box have no idea the IRS sees it the same…...
13 Popular Arizona Retirement Destinations Where It's Cheaper To Rent Than Own
15+ hour, 27+ min ago (279+ words) Dreaming of relocating to Arizona in retirement? Turns out it's substantially cheaper to rent than it is to own a home in the most popular destinations. That said, some areas still have pricey monthly rent which can easily rival a…...