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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.

Social Security’s outdated rules

Social Security’s outdated rules

Delayed claiming favors the wealthy, while taxes on benefits hurt middle-income recipients.

Timing is crucial for Social Security earnings test

Timing is crucial for Social Security earnings test

Higher limits apply in the year a worker reaches full retirement age.

Elizabeth Warren health care plan sparks outcry over 401(k) tax hike

Elizabeth Warren health care plan sparks outcry over 401(k) tax hike

The plan would impose a 0.1% tax on financial transactions, which could affect 401(k) and pension plans, HSAs and 529 plans.

Making the most of Medicare open enrollment

Making the most of Medicare open enrollment

Retirees can save money by reviewing new Medicare Advantage and drug plan options for next year.

IRS raises 2020 401(k) contribution limit to $19,500

IRS raises 2020 401(k) contribution limit to $19,500

The limit on contributions to IRAs is unchanged at $6,000.

A Social Security workaround for some divorced spouses

A Social Security workaround for some divorced spouses

Claiming benefits on an ex can speed collection of benefits on a new spouse.

Social Security COLA for 2020 will be 1.6 percent

Social Security COLA for 2020 will be 1.6 percent

Benefits and taxable wages to increase by the smallest amount in three years

Factors to consider before taking a pension buyout

Factors to consider before taking a pension buyout

It's a challenging calculation that involves several unknown variables.

A new twist on Medicare open enrollment

A new twist on Medicare open enrollment

New rules for prescription drug plans and other changes may make it worthwhile for Medicare users to re-shop their coverage this year.