Retiring and claiming Social Security benefits is a major financial milestone, but it can also come with confusing rules, especially if you retire mid-year. One of the most important yet often ...

Here are the thresholds when taxes are charged on Social Security benefits in 2026: $25,000 for single filers to be taxed on ...

Morningstar’s new analysis suggests retirees can start with one withdrawal rate and adjust for inflation, but taxes, fees, ...

The 4% rule is a popular retirement savings withdrawal strategy. It has you taking out 4% of your portfolio your first year of retirement and adjusting future withdrawals for inflation. While this ...

Social Security benefits are eligible for a cost-of-living adjustment, or COLA, each year. The purpose of COLAs is to help ...

The purpose of the 4% rule is to help you avoid depleting your savings in retirement. The rule may not work for you for a number of reasons. The best thing to do is use the 4% rule as a starting point ...

Social Security's rules are quietly shifting again in 2026, and this time the change is permanent. The full retirement age is reaching its final scheduled reset, and that tweak will ripple through how ...

In 2025, you begin losing $1 in benefits for every $2 above $23,400 if you won't reach your full retirement age for the whole ...