This little-known restricted application rule can significantly boost retirement income for surviving spouses.

In a recent YouTube video, George Kamel, financial expert with Ramsey Solutions, explained that the IRS now allows companies ...

Retirement is often seen as a time of relaxation and enjoyment, but without proper planning, it can easily turn into a ...

There are a number of tough decisions you might face as retirement gets near. You may, for example, be torn over whether to ...

Let’s not forget when you retire will have an impact on what it’ll take for you to comfortably take out $10,000 a month without running out of money. The average retirement can last decades, so the ...

Key Points Retirement strategies can become increasingly complex once the $1 million threshold is reached. Wealthier ...

If you and your spouse have a nice amount of money saved up, then you may decide that you'll each claim Social Security as soon as you're able to — meaning, at age 62. And if you're the same age, that ...

In 2024, approximately 171 million American workers paid Social Security taxes, and nearly 72.9 million Americans received ...

There is one absolute certainty: we have established a contract with our state employees. As Harlan Boyles frequently said: “Promises made, promises kept.” There can be no compromise or backtracking ...

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The time of year when you retire can significantly impact your taxes. Say you decide to retire on July 1. For the first six months of the year, your income will come from your job. From July on, you ...

The transfer balance cap is the limit on the amount of money that can be moved into super’s tax-free retirement phase. It ...