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Social Security Could Face Deep Benefit Cuts If Congress Fails to Act
Retirees could face significant monthly benefit cuts if Congress doesn’t act soon; discover the urgent need for reform in this critical analysis.
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Bipartisan Bill Would Expand Tax-Free Charitable Giving From 401(k)s
A new bipartisan bill aims to allow retirees to make tax-free charitable donations from 401(k)s, enhancing flexibility and support for nonprofits.
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Inflation Pushes Early 2027 Social Security COLA Forecasts Higher
Rising inflation is set to boost Social Security benefit projections for 2027, potentially leading to larger monthly checks for millions of beneficiaries.
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Congress Weighs Repeal of Social Security Earnings Test
Lawmakers are debating a bill to eliminate the Social Security earnings test, potentially impacting retirees’ benefits and work incentives nationwide.
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Retirees Misread Annuities as Investments, and That Misunderstanding Carries Risk
Discover why retirees often confuse annuities with investments and the risks this misunderstanding can pose to their financial security.
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Survey Shows Many Americans Retire Earlier Than Expected
A recent survey reveals nearly half of Americans retire earlier than planned, highlighting the impact of unforeseen circumstances on retirement timing.
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Congress Weighs Ending Social Security Earnings Test
Discover how a new bill in Congress could reshape retirement for older Americans by eliminating the earnings test on Social Security benefits.
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Advisors Say Retirees Misread Annuities as Investments, Not Insurance
Discover why many retirees misinterpret annuities as investments and how this confusion can impact their retirement plans and financial security.