Retirement & Taxes
Long-term financial planning, retirement accounts, government benefits, tax law, and IRS rules. Covers the intersection of policy and personal finance that affects how people save, invest, and plan ahead.
Latest in Retirement & Taxes
The countries that ranked above the U.S. on the 2025 global retirement index
Retirement in the U.S. isn’t cheap, especially as housing, healthcare, and daily living costs continue rising. As a result, many Americans are exploring options abroad...
The average retiree spends $4,345 per month: 6 costs most people underestimate
Many Americans imagine retirement as a time when expenses finally shrink. The mortgage may be paid off, commuting disappears, and work-related costs fade. Yet the...
Retirees who work part time report better health and earn an average of $18,000 a year
Retirement no longer means stepping away from work entirely. A growing number of Americans keep hitting the pavement in some capacity after leaving full-time careers,...
The investment mistakes that could cost retirees over $100,000 in lost savings
Retirement should be the stage of life when decades of saving finally start working for you. Yet even well-prepared retirees can make investment decisions that...
The 4% retirement withdrawal rule may no longer work in 2026: what planners suggest instead
The 4% rule has been one of the most widely used guidelines in retirement planning for decades. The idea is simple: retirees withdraw 4% of...
Waiting until 70 to claim Social Security increases your monthly check by 24%
Many Americans focus on the traditional retirement milestone of age 65. But what they may not realize is when it comes to Social Security, waiting...
Social Security earnings limit in 2026: how much you can work without losing benefits
Many Americans choose to keep working after claiming Social Security. Some want extra income, while others enjoy staying active in the workforce. But here’s the...
Social Security after 70: what actually happens to your check if you wait past the deadline
Many Americans spend years debating when to start Social Security. Claiming at 62 provides earlier income, while waiting can significantly increase monthly payments. By the...