News
Canadians Say They Need $1.7 Million to Retire—A $160,000 Jump in Just One Year: Survey
3+ hour, 7+ min ago (41+ words) Canadians Say They Need $1.7 Million to Retire'A $160,000 Jump in Just One Year: Survey Canadians are raising their retirement goals amid economic uncertainty, but more than a third doubt they will ever achieve them, a recent survey suggests....
The Subtext of the Trump Retirement Accounts
1+ day, 6+ hour ago (70+ words) The Subtext of the Trump Retirement Accounts At the State of the Union address, Donald Trump announced a new program for retirement. For people who do not get an employer match for their 401(k) retirement plans, he wants the federal government…...
8 Habits of Happy Retirees
2+ day, 5+ hour ago (26+ words) When it comes to retirement, physical health, social connection, and daily purpose matter just as much as a healthy bank account. 8 Habits of Happy Retirees...
How to Minimize Impact of Social Security Taxes
2+ day, 8+ hour ago (103+ words) Up to 85 percent of your Social Security benefits can be taxed'but smart planning may help you keep more. How to Minimize Impact of Social Security Taxes After spending your entire life working hard and contributing to payroll taxes, you may…...
Medicare Hospital Trust Fund Will Be Insolvent by 2040, Report Says
2+ day, 23+ hour ago (104+ words) Today, only 2.8 workers support each Medicare beneficiary, compared with four in 1965. And the ratio will continue to shrink through 2040. Medicare Hospital Trust Fund Will Be Insolvent by 2040, Report Says The Medicare Hospital Insurance Trust Fund is projected to be exhausted…...
Bessent Says Budget Reconciliation Could Advance New Trump Retirement Plan
3+ day, 7+ hour ago (60+ words) Everybody will have a stake in our great, innovative economy," the Treasury secretary said of the plan to subsidize accounts for Americans who lack a 401(k). Bessent Says Budget Reconciliation Could Advance New Trump Retirement Plan Treasury Secretary Scott Bessent said…...
Should Higher Earners Still Make 401(k) Catch‑up Contributions?
3+ day, 10+ hour ago (105+ words) A key 401(k) tax break changes in 2026. Here's who loses it'and why catch-up contributions may still be worth it. Should Higher Earners Still Make 401(k) Catch'up Contributions? Since 2002, retirement savers age 50 and over have had the option of making "catch-up" contributions to…...
Trump Proposes New Retirement Account for US Workers Without 401(k) Access
3+ day, 18+ hour ago (99+ words) The president announced that his administration would match Americans" contributions by up to $1,000 each year. Trump Proposes New Retirement Account for US Workers Without 401(k) Access During his State of the Union address Tuesday, President Donald Trump said he plans to…...
A Portfolio Checklist If You’re Planning to Retire in 2027
1+ week, 8+ hour ago (69+ words) If you're retiring in 2027, 2026 is your final opportunity to consolidate accounts, reduce risk, and make sure your income plan truly works. A Portfolio Checklist If You're Planning to Retire in 2027 If a 2027 retirement date is circled on your calendar, your…...
The Most Common Retirement Savings Mistakes and How to Fix Them Before It’s Too Late
1+ week, 1+ day ago (104+ words) The biggest retirement mistakes are behavioral'and they're correctable. The Most Common Retirement Savings Mistakes and How to Fix Them Before It's Too Late Most retirement shortfalls are not caused by bad markets. They result from repeated behaviors, such as saving…...