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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
How to Cross-Check Financial Information Before Making an Investment Decision
3+ day, 11+ hour ago (824+ words) A confident analyst call, a viral post, or a polished pitch deck rarely tells the full story. Numbers get rounded, context gets trimmed, and some claims cannot be traced to any original record. Learning to cross-check financial information before committing…...
New pension savings warning issued to 55 to 64-year-olds - 'triggers significant tax bill'
2+ hour, 16+ min ago (299+ words) Those whose total income exceeds £100,000 can also begin losing their personal allowance. NFU Mutual gave the example of someone earning £50,000 who decides to cash in a £100,000 pension. After taking £25,000 tax-free, the remaining £75,000 would take their taxable income to £125,000. According to…...
Pension Payments Halted for Thousands of Ukrainian Seniors Amid Challenges Verifying Russian Pension Status
4+ hour, 52+ min ago (369+ words) Inkorr Pension Payments Halted for Thousands of Ukrainian Seniors Amid Challenges Verifying Russian Pension Status Current Challenges in Pension Distribution Across Ukraine Since April 2026, thousands of pensioners residing in Ukraine and abroad have faced interruptions in receiving their pensions due…...
5 Things You Must Have Before You Retire, According to Erin Moriarity
2+ hour, 46+ min ago (502+ words) Are you fiscally ready to retire? Here's how you can tell. Erin Moriarity of the YouTube channel Erin Talks Money said there isn’t just one magic number that everyone needs to hit in order to retire. Instead, she said there…...
States With the Highest Income Tax
1+ hour, 39+ min ago (537+ words) At 13%, California has the highest income tax rate in the nation. Most state governments in the US collect an income tax for all income earned within the state. This is collected and filed separately and independently from the federal income…...
Two Key Dates Retirees Need to Know About This Week
1+ hour, 55+ min ago (406+ words) Later this week, the Social Security Administration is expected to announce the 2027 COLA. Medicare open enrollment also kicks off, which offers an opportunity to make important changes to coverage. At this point, many retirees are busy enjoying October, whether it…...
Still Haven't Taken Your 2026 RMDs? Here's What You Need to Do.
2+ hour, 17+ min ago (402+ words) Seniors who will be 74 or older by the end of the year only have a few weeks left to take their 2026 required minimum distributions (RMDs). Those who will be 73 by the end of the year have until April 1, 2027, to complete…...
Retirement Plans Are Growing, But Most Technology Isn’t Keeping Up
7+ hour, 2+ min ago (219+ words) SANDY, Utah–(BUSINESS WIRE)–401GO, a vertically integrated retirement platform, says the industry’s technology hasn’t kept pace with the growth of retirement plans. More employers are starting plans, and plan designs get more complex as those companies grow. But most retirement…...
How Inherited Property Is Taxed When Sold in July 2026
1+ day, 5+ hour ago (979+ words) A free personalized estate settlement checklist Inherited property is treated as long-term regardless of how long you held it, so the applicable rates are 0%, 15%, or 20% depending on your income. Estate tax is paid by the estate itself before assets are…...
Americans will take home more income as IRS changes tax brackets for 2024
2+ hour, 21+ min ago (314+ words) WASHINGTON — With the New Year comes new tax brackets, and Americans could see their paychecks change as the IRS tries to adjust brackets to deal with inflation. You’re about to increase your take-home pay without getting a raise. The IRS…...