I Waited Until 75 to Retire With $1.4 Million—Do I Have to Follow the 4% Rule?
Featured
Retirement| By
Tribune News Service

I Waited Until 75 to Retire With $1.4 Million—Do I Have to Follow the 4% Rule?

Older retirees can often spend more—but need a smart plan.
Protect Your Social Security and Medicare Numbers
Featured
Fixed Income| By
Anne Johnson

Protect Your Social Security and Medicare Numbers

Your Social Security and Medicare numbers are valuable—know when not to share them.
How Much Money Do You Need to Retire at 65 When You Might Live to 100?
Featured
Retirement| By
Adam H. Douglas

How Much Money Do You Need to Retire at 65 When You Might Live to 100?

If retirement could last until age 100, the old rules no longer work. Here’s how much you may really need—and why.
What You Need to Know About Social Security Taxation
Featured
Fixed Income| By
Javier Simon

What You Need to Know About Social Security Taxation

You paid into Social Security for decades, but your benefits may still be taxed in retirement—here’s how it works and how to lower the bill.
How to Reduce the Impact of RMDs
Featured
Retirement| By
Javier Simon

How to Reduce the Impact of RMDs

Managing required minimum distributions is a key part of protecting retirement income and minimizing taxes.

Latest

Social Security Benefits Rarely Cut
Fixed Income| By
Tom Margenau

Social Security Benefits Rarely Cut

Here is a brief overview of the Social Security cuts that have been made over the years.
I Waited Until 75 to Retire With $1.4 Million—Do I Have to Follow the 4% Rule?
Retirement| By
Tribune News Service

I Waited Until 75 to Retire With $1.4 Million—Do I Have to Follow the 4% Rule?

Older retirees can often spend more—but need a smart plan.
Protect Your Social Security and Medicare Numbers
Fixed Income| By
Anne Johnson

Protect Your Social Security and Medicare Numbers

Your Social Security and Medicare numbers are valuable—know when not to share them.
Questions About Spousal Benefits Never Stop
Fixed Income| By
Tom Margenau

Questions About Spousal Benefits Never Stop

There are many questions on spousal and widow benefits. Here are a few answers that might help.
How Much Money Do You Need to Retire at 65 When You Might Live to 100?
Retirement| By
Adam H. Douglas

How Much Money Do You Need to Retire at 65 When You Might Live to 100?

If retirement could last until age 100, the old rules no longer work. Here’s how much you may really need—and why.
What You Need to Know About Social Security Taxation
Fixed Income| By
Javier Simon

What You Need to Know About Social Security Taxation

You paid into Social Security for decades, but your benefits may still be taxed in retirement—here’s how it works and how to lower the bill.
How to Reduce the Impact of RMDs
Retirement| By
Javier Simon

How to Reduce the Impact of RMDs

Managing required minimum distributions is a key part of protecting retirement income and minimizing taxes.
Roth Conversions: When They Make Sense—and When They Don’t
Retirement Accounts| By
Javier Simon

Roth Conversions: When They Make Sense—and When They Don’t

A Roth conversion can unlock tax-free growth and flexibility in retirement, but the decision hinges on timing, tax brackets, and cash flow.
Some Oddball Questions
Fixed Income| By
Tom Margenau

Some Oddball Questions

Here are some answers to some odd Social Security questions.
You Saved for Retirement—Now What?
Retirement| By
Tribune News Service

You Saved for Retirement—Now What?

Financial advisers weigh in on portfolio ‘bucket’ strategies and realistic withdrawal rates for a sustainable retirement.
Social Security Benefits Rarely Cut
Fixed Income| By
Tom Margenau

Social Security Benefits Rarely Cut

Here is a brief overview of the Social Security cuts that have been made over the years.
I Waited Until 75 to Retire With $1.4 Million—Do I Have to Follow the 4% Rule?
Retirement| By
Tribune News Service

I Waited Until 75 to Retire With $1.4 Million—Do I Have to Follow the 4% Rule?

Older retirees can often spend more—but need a smart plan.
Protect Your Social Security and Medicare Numbers
Fixed Income| By
Anne Johnson

Protect Your Social Security and Medicare Numbers

Your Social Security and Medicare numbers are valuable—know when not to share them.
Questions About Spousal Benefits Never Stop
Fixed Income| By
Tom Margenau

Questions About Spousal Benefits Never Stop

There are many questions on spousal and widow benefits. Here are a few answers that might help.
How Much Money Do You Need to Retire at 65 When You Might Live to 100?
Retirement| By
Adam H. Douglas

How Much Money Do You Need to Retire at 65 When You Might Live to 100?

If retirement could last until age 100, the old rules no longer work. Here’s how much you may really need—and why.
What You Need to Know About Social Security Taxation
Fixed Income| By
Javier Simon

What You Need to Know About Social Security Taxation

You paid into Social Security for decades, but your benefits may still be taxed in retirement—here’s how it works and how to lower the bill.
How to Reduce the Impact of RMDs
Retirement| By
Javier Simon

How to Reduce the Impact of RMDs

Managing required minimum distributions is a key part of protecting retirement income and minimizing taxes.
Roth Conversions: When They Make Sense—and When They Don’t
Retirement Accounts| By
Javier Simon

Roth Conversions: When They Make Sense—and When They Don’t

A Roth conversion can unlock tax-free growth and flexibility in retirement, but the decision hinges on timing, tax brackets, and cash flow.
Some Oddball Questions
Fixed Income| By
Tom Margenau

Some Oddball Questions

Here are some answers to some odd Social Security questions.
You Saved for Retirement—Now What?
Retirement| By
Tribune News Service

You Saved for Retirement—Now What?

Financial advisers weigh in on portfolio ‘bucket’ strategies and realistic withdrawal rates for a sustainable retirement.