Senators call for two changes to help encourage Social Security beneficiaries to claim retirement benefits later
Many retirees claim Social Security at age 62, even though their benefit checks would be bigger if they waited. Now
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Retirement planning
As Social Security reform talks heat up, changes to the retirement age, payroll tax may be on the table
Social Security may only be able to pay full benefits for another decade. As lawmakers weigh potential fixes, getting bipartisan
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You can still score a 2022 tax break with pretax IRA contributions — here’s how to qualify
If you're making a pretax individual retirement account contribution for a tax break on your 2022 return, you need to
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‘Bond ladders are cool again,’ says advisor. Here’s how to capture higher Treasury bill yields
If you're eager to capture higher yields amid rising interest rates, you may consider a Treasury bill, or T-bill, ladder,
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Married filing jointly vs. separately: How to know when filing apart makes sense
Married couples have the choice to file income taxes jointly or separately every year. Here's how to pick the best
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Average 401(k) balances dropped 20% in 2022 — but few investors flinched, Vanguard research shows
Although the average balance among 401(k) participants ended 2022 down 20% from a year earlier, most investors stayed the course,
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As Social Security’s full retirement age moves to 67, some experts say it should not go higher
Raising the full retirement age may be one option on the table to shore up Social Security. Why experts say
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This 52-year-old retiree left the U.S. for Portugal. Here’s how he spends his weekend—on less than $40
Alex Trias and his wife left the U.S. in 2015 to retire in Lisbon, Portugal, where they spend "far less
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Pre-tax vs. Roth 401(k): Deciding which to use for retirement is trickier than you think
The choice between pre-tax and Roth 401(k) contributions may be trickier than you expect, financial experts say. Here's what to
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