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Stimulus bill lets Americans tap retirement money

Stimulus bill lets Americans tap retirement money

People affected by the coronavirus would be able to withdraw money from their accounts without penalties; rules on loans would also be relaxed

Fears over market drop could cause some to postpone retirement

Fears over market drop could cause some to postpone retirement

Survey of those nearing retirement shows many would opt to work longer

Women and retirement preparedness

Women and retirement preparedness

As International Women's Day approaches Sunday, Mary Beth Franklin takes a look at the challenges female investors continue to face related to longevity and lower lifetime earnings

Social Security claiming strategies for married couples

Social Security claiming strategies for married couples

The ages and individual earning histories of the spouses will determine the best approach

What will replace the stretch IRA?

What will replace the stretch IRA?

In the wake of the SECURE Act, most people who inherit IRAs will be subject to a 10-year rule, Ed Slott says

Retirement millionaires hit record, Fidelity says

Retirement millionaires hit record, Fidelity says

The increase in the number of 401(k) plan participants with more than $1 million reflects both higher savings rates and the market's rally

Final days of file-and-suspend claiming strategy

Final days of file-and-suspend claiming strategy

A lump sum-payout from Social Security is still an option for those who filed by the April 2016 deadline

Planning for a 21st century retirement

Planning for a 21st century retirement

Working longer and delaying Social Security can significantly boost retirees' income.

No fun: Vacation-home sale can raise Medicare premiums

No fun: Vacation-home sale can raise Medicare premiums

A one-time hike in income triggers a temporary high-income surcharge.

No one gets rich by shunning new cars or lattes

No one gets rich by shunning new cars or lattes

Warnings about the dangers of a daily cup of coffee show a misunderstanding about the difference between spending and spending beyond your means.

Social Security phone scams on the rise

Social Security phone scams on the rise

Such frauds are a particular concern during tax season, because having someone's Social Security numbers lets hackers steal that person's tax refundds fraudulently.

It’s do-over season for Medicare Advantage plans

It’s do-over season for Medicare Advantage plans

Members can switch health and drug plans during the annual open enrollment, which runs through March.

What’s new for Social Security in 2020?

What’s new for Social Security in 2020?

The changes include higher payroll taxes, larger benefits and a promise of improved customer service.

What proposals to tax more wages could mean for Social Security benefits

What proposals to tax more wages could mean for Social Security benefits

One way to improve the solvency of the Social Security system would be to boost the amount of earnings subject to the payroll tax.

Medicare and health savings accounts don’t mix

Medicare and health savings accounts don’t mix

Unwary older workers can face tax penalties for funding an HSA after 65.