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As you near retirement, this overlooked risk can 'make or break' your portfolio, advisor says

August 15, 2024

Trump's plan to end taxes on Social Security income is a 'fatal mistake,' lawmaker says. What that could mean for benefits

August 14, 2024

Experts have raised the odds of a recession. Here's how much you should have in emergency savings

August 14, 2024

Social Security cost-of-living adjustment may be 2.6% in 2025, new estimate finds

August 14, 2024

The 10 most affordable U.S. states for retirement in 2024: Half are in the South

August 13, 2024

401(k) rollover advice rule is at risk. Here's what retirement savers need to know

August 12, 2024

This is the most expensive state to retire—it's not New York or Hawaii

August 07, 2024

Now is the time to 'buy things on sale' in the stock market, advisor says. Here's what to know

August 06, 2024

You can pull $1,000 from your retirement savings penalty-free—but don't make it a habit, says retirement expert

August 06, 2024

72% of Americans worry Social Security will run out in their lifetimes. Here's what experts say

August 02, 2024

What the presidential election could mean for Social Security and Medicare

August 01, 2024

Here’s how much money Americans in their 50s have in their 401(k)s

July 31, 2024

The 10 worst states to retire in the U.S.—No. 1 isn’t California or New York

July 30, 2024

1 in 4 adults without kids worry about who will care for them as they age: 4 tips for securing your financial future

July 29, 2024

This is the best state to retire in 2024—it's not Florida or California

July 28, 2024

Setting aside $10 a day could help you save over $1 million for retirement—but you have to start early

July 25, 2024

IRS issues final rules for inherited IRAs — but many are 'missing the boat' on taxes, pro says

July 23, 2024

Here's where Kamala Harris could stand on tax policy, experts say

July 22, 2024

Here's what a Kamala Harris administration could mean for your wallet

July 22, 2024

As Gen Xers reach retirement withdrawal age, using that money should be a 'last resort,' expert says

July 22, 2024

How Project 2025 could impact your tax bracket and capital gains under a second Trump term

July 20, 2024

Global tech outage hits financial services companies, including Charles Schwab

July 19, 2024

The election could have a 'massive impact' on the municipal bond market, analyst says

July 18, 2024

Here's where 2024 vice presidential picks stand on Social Security as program faces insolvency

July 17, 2024

Why the Social Security Administration may want you to update your personal account online

July 16, 2024

Lower capital gains tax, cuts to food benefits: What Project 2025 could mean for your wallet in a Trump presidency

July 15, 2024

As inflation cools, estimate for 2025 Social Security cost-of-living adjustment goes down

July 11, 2024

'Taxes are on sale': Why now is a great time to save in a Roth account, says CPA

July 10, 2024

How a Roth conversion ladder can save on future taxes and unlock retirement funds early

July 09, 2024

The right mix of retirement accounts can lower your future taxes, experts say — here's what to know

July 08, 2024

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