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Heads Up! RMD time is here for 2025
Many retirees have multiple deferred income accounts — 401(k)s, IRAs, etc. — and, as a result, the December 31 deadline for required minimum distributions requires careful planning. While it sounds like it should be a simple scheduling matter, it can…
More Perspective on the 2026 2.8% COLA
Yes, the 2026 adjustment is more than last year’s increase and, yes, it represents the fifth consecutive year of at least a 2.5 percent increase, something that hasn’t happened in about three decades. But all that aside, how does the 2026…
The 2026 Maximum Social Security Benefit…And How to Obtain It.
After application of the most recent cost-of-living adjustment (COLA), the Social Security Administration calculates that the maximum monthly benefit in 2026 has reached $5,251. That’s just a tad over $63,000 a year…an attractive retirement supplement in the eyes of many…
CEPR Examines Federal Budget, Comments on Social Security Insolvency Actions
The fiscal future of America is in question, repeatedly, these days. With the National Debt Clock showing the real-time accumulation of public debt at over $38 trillion, there’s quite a bit of consternation in the media over the economic implications…
New 2026 IRS Rules which may affect your retirement
With each changing year, the IRS updates its rules, and those which affect retirement are among them. Such is the case for year 2026, where the IRS has issued new rules which may help you save more for your retirement.…
Artificial Intelligence (AI) – Be Careful of the Pitfalls
Artificial Intelligence (AI) is all the rage these days, with even the U.S. government getting on the bandwagon to try to harness this new and exciting technology. And it is, indeed, exciting, and a convenient method to do research, especially…
Your First Year of Retirement; How to Transition
The transition from a hectic work schedule which often impacts your personal life, is an important thing to evaluate before taking the plunge into your golden years. You are, after all, going from a life where your time is governed…
Everything You Ever Wanted to Know About Immigration and Social Security
This piece by the Center for Immigration Studies explains everything you ever wanted to know about immigration and how it is handled by the Social Security Administration. As we know, illegal immigration has skyrocketed in preceding years of a previous…
How the 2026 IRS Changes Affect Your Retirement Planning
An old business adage is that “the only constant thing in life is change” – and that is certainly true when it comes to retirement planning. For as time passes, so do the rules which govern how much we can…
Ready for retirement? How will you spend all that extra time?
After so many years working, who doesn’t dream of retirement? It’s a perfectly normal thing to do, but it is also important to plan for how you will be spending your new-found idle time. After all, “retirement isn’t an ending;…