SECURE 2.0's Super Catch-Up: Workers 60-63 Can Now Save Up to $35,750 in Their 401(k)
New 2026 rules let workers aged 60-63 contribute an extra $11,250 to their 401(k). Learn how to maximize this super catch-up window before you turn 64.
157 articles found for "retirement"
Social Security's 2.8% COLA Arrives: What 75 Million Americans Need to Know About Their 2026 Benefits
Social Security's 2.8% cost-of-living adjustment is hitting bank accounts in January 2026. Here's what the increase means for your benefits and how to maximize your retirement income.
Social Security's 2.8% COLA Kicks In: What 71 Million Americans Will See in January Checks
The 2026 cost-of-living adjustment adds an average of $56 per month to retirement benefits, but rising Medicare premiums will offset some gains for many retirees.
Social Security's 2026 COLA: What the 2.8% Increase Means for 65 Million Americans
Social Security benefits rose 2.8% in January 2026, adding $56 to the average monthly retirement check. Here's what recipients need to know about the increase and Medicare costs.
The Long-Term Care Insurance Loophole: How Retirees Can Now Tap 401(k)s Penalty-Free
A new rule effective December 29, 2025 allows retirees under 59.5 to withdraw up to $2,500 annually from retirement accounts penalty-free for long-term care insurance premiums.
Private Credit Crosses $2.5 Trillion: Wall Street's Next Gold Rush Targets Your 401(k)
Private credit has grown from $250 billion to $2.5 trillion since 2007. Now regulatory changes are opening the $13 trillion 401(k) market to these high-yield investments.
The New 401(k) Long-Term Care Rule: Penalty-Free Withdrawals for Insurance Premiums in 2026
A new SECURE 2.0 provision now allows penalty-free 401(k) withdrawals up to $2,600 annually to pay for long-term care insurance. Here's how it works.
Social Security's 2026 Overhaul: What the 2.8% COLA and New Tax Breaks Mean for 75 Million Americans
Social Security benefits rise 2.8% in 2026, adding $56 monthly for average retirees. Plus, a new $6,000 tax deduction helps seniors keep more of their benefits.
The 'Super Catch-Up' Is Here: Workers 60-63 Can Now Save Up to $35,750 in Their 401(k) for 2026
A new SECURE 2.0 provision allows workers aged 60-63 to contribute an extra $11,250 to their 401(k) in 2026—$3,250 more than standard catch-up contributions. Here's how to maximize this opportunity.
Roth Conversion Deadline: Last Chance to Lock In Lower Tax Rates Before 2026
December 31 is the deadline for 2025 Roth conversions. With tax rates potentially rising in 2026, now may be the optimal time to convert traditional IRA funds to a Roth.
The December 31 RMD Deadline: What Retirees Must Do Before Midnight
If you're 73 or older, the deadline to take your 2025 required minimum distribution is December 31. Missing it triggers a steep 25% penalty—here's what you need to know.
The Executive Order Presidency: How 229 Orders in Year One Reshaped American Finance
As Trump approaches his first-year anniversary, his record-breaking 229 executive orders have touched every corner of the economy from tariffs to credit cards to retirement savings.