My husband and I have $7K in Social Security and $2.5 million in stocks. What could go wrong?

Dear Quentin, I am retiring next year, but I hope to wait until January 2027 before I draw Social Security at 69½. My husband ...

Here Are the States That Won't Tax Your Social Security, 401(k), IRA, or Pension Income

Seven states offer exemptions for various forms of retirement income. Nine states don't have any state income tax, which also ...

Here's Exactly When You Can Expect Your First Social Security Check With the 2026 COLA Included

After a delay, the Social Security Administration has announced a 2.8% cost-of-living adjustment (COLA) for 2026. This is ...
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Can I Draw Social Security at 62 and Still Work Full Time?

All financial plans are important, but Social Security benefits during retirement years play a profound role in preventing ...

If You Understand These 4 Social Security Rules, You're Miles Ahead of Most

The Social Security Administration assigns you a full retirement age (FRA) based on your birth year. Yours is 67 if you were ...

Here’s How Social Security Decides the Size of Your Check

Social Security is vital for retirement. Learn how your earnings history and claiming age determine the size of your Social ...

Social Security Reform: What It Means for Your Retirement Savings Strategy

Social Security reform could reshape your retirement strategy—learn what changes may impact your savings and how to prepare ...

Raising Social Security Retirement Age ‘Not Under Consideration,’ But Look At Roth IRAs To Bolster Your Income

The Social Security Administration has clarified its stance on raising the retirement age. While Social Security can supplement your retirement fund, Americans should still look to grow their own ...

Have You Saved Enough to Stop Funding Your Retirement Account?

If you're a diligent saver and shrewd investor, you may reach a point when you no longer have to allocate money to retirement ...

Where to Deposit Your Social Security Check

If you receive Social Security checks, where you deposit them matters because it can help grow your earnings. See the best ...

How Retirement Account Withdrawals Affect Your Tax Bracket

Learn how and when withdrawals from your traditional IRA or Roth IRA and traditional 401(k) or Roth 401(k) can affect your ...