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Retirement

More From Retirement

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4 hours ago

Cutting Through The Noise: Trump’s Chaos Slows Economy

Consumers and businesses are changing their spending habits, contributing to a noticeable slowdown in the economy.

ByChristian Weller,

Senior Contributor

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May 20, 2025

What To Know About The Social Security News And Rumors

Social Security’s been in the news a lot lately. Changes definitely are afoot. But there have been many rumors and allegations that aren’t accurate.

ByBob Carlson,

Senior Contributor

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May 20, 2025

Understanding Your RMD Options Before Turning 73

Like many other individuals turning age 73, I have to make some tough decisions. What are my RMD options and which is the best for me?

BySteve Parrish,

Contributor

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May 20, 2025

Trump’s Small Business Administration Is Making It Harder To Ditch The Corporate Grind

Thinking of buying a small business? New SBA loan rules just made it tougher. Here's what changed, why it matters, and how it could impact your deal.

ByBrandon Kochkodin,

Forbes Staff

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May 19, 2025

The Silent Connection: Hearing Loss And Dementia Risk

It may be surprising, but studies connect untreated hearing loss (not using hearing aids) with increased risk of dementia.

ByCarolyn Rosenblatt,

Contributor

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May 19, 2025

Portability: Should You File An Estate Tax Return?

Should you file an estate tax return when your spouse dies to preserve the unused estate tax exemption? Form 706 is costly, the exemption is high, but will the laws change in the future?

ByMartin Shenkman,

Contributor

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May 19, 2025

The Future Of Retirement Planning May Start With A Blood Test

A new Alzheimer’s blood test reveals how predictive health data could reshape retirement planning, longevity preparedness and financial decisions.

ByJoseph Coughlin,

Senior Contributor

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May 18, 2025

Building Personal Resilience Through Adaptive Financial Planning

Adaptive financial planning isn’t just about reacting but proactively preparing for a range of possibilities that could lead to an increasing range of positive outcomes.

ByTim Maurer,

Contributor

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May 16, 2025

An Overlooked Key To Choosing The Right Medicare Coverage

The Medicare coverage you choose determines how much money you pay out of pocket for medical care during retirement.

ByBob Carlson,

Senior Contributor

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May 16, 2025

What’s Better? The MAGA Account Vs. The Child IRA

While the full House and Senate have yet to vote, you can still compare the MAGA Account with the Child IRA to see which might be better for your child or grandchild.

ByChris Carosa,

Senior Contributor

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May 16, 2025

How Does Medicare Treat Chronic Back Pain?

Nearly half of older adults suffer from chronic back pain. Learn what causes it, how Medicare helps, and which treatments are covered.

ByDiane Omdahl,

Contributor

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May 15, 2025

The Four Pillars Essential To Work After Retirement

Retirement is a challenging transition. This article describes four pillars to enable you to be strong, make good decisions, and to enjoy the process.

ByJann E. Freed,

Contributor

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May 15, 2025

No Taxes On Tips, Overtime, And Social Security? Not Exactly

Not all the Trump promises to cut tax on tips, overtime and Social Security made it into the proposed tax bill—and those provisions that did make it in are temporary.

ByKelly Phillips Erb,

Forbes Staff

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May 15, 2025

What The House Medicaid Bill Means For Older Adults And Their Families

Low-income workers who leave their jobs or reduce their hours to care for loved ones risk losing their own Medicaid benefits.

ByHoward Gleckman,

Senior Contributor

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May 13, 2025

Self-Settled Asset Protection Trust Upheld By Delaware Court

A Delaware Court in CES 2007 Trust just upheld the protections of a self- settled asset protection trust making this an important technique to protect your wealth.

ByMartin Shenkman,

Contributor

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May 13, 2025

The Thinking About Retirement Edition

On this episode of "Tax Breaks”, Kelly Phillips Erb talks retirement. She dives into retirement planning, highlighted by Forbes' list of the Best Places To Retire and considerations for Social Security benefits. She also delves into the nuances of early vs. full retirement age for Social Security, emphasizing the financial implications.

ByJonathan Palmer,

Forbes Staff

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May 13, 2025

Why Trump’s Drug Pricing Plan Likely Won’t Lower U.S. Costs

President Trump’s executive order aimed at lowering the prices of prescription drugs in the U.S. is unlikely to reduce them very much at all.

ByHoward Gleckman,

Senior Contributor

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May 13, 2025

Need A Login.Gov Account To Protect Your Social Security Benefits?

Misinformation about a Social Security login update sparked panic. Here’s what’s true, what’s not, and how to safely access your account without losing benefits.

ByDiane Omdahl,

Contributor

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May 13, 2025

Post-Tax Season Planning Ideas

Unlike tariffs, taxes are an area where investors do have control to improve their financial lives.

ByJonathan I. Shenkman,

Contributor

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May 11, 2025

Congress Is Considering A $15 Million Permanent Exemption

Congress has just proposed a $15 million permanent exemption for gift, estate and GST taxation. What does that mean to your planning now?

ByMartin Shenkman,

Contributor