Social Security is really important for older Americans. It needs to be tweaked, not restructured. Is Social Security at 30% of income for those 65 and older too big, too small, or just about right?
Andrew G. Biggs is a senior fellow at the American Enterprise Institute. Federal spending on retirement benefits is running riot. Social Security swallows nearly a quarter of the federal budget and is ...
Why Did the IRS Issue Notice 2026-49? Section 324 of the SECURE 2.0 Act directs Treasury to issue sample forms, procedures, and protocols that make rollovers easier to complete and more consistent ...
Disney is offering longtime executives early retirement packages amid larger cost-cutting efforts and ongoing layoffs. The offer, announced in a memo to staff sent by Senior EVP and Chief People ...
The IRS on Wednesday issued Notice 2026-49, which contains sample forms and proposed rollover procedures to simplify and standardize rollovers between retirement plans and individual retirement ...
The Fall Pre-Retirement Planning Program's theme—Listening to Your Retirement—is designed to help you turn reflection into action. Whether your retirement is approaching or still years away, the ...
The Department of the Treasury and the Internal Revenue Service issued guidance Friday outlining the anticipated rules for the new federal Saver’s Match program, which will provide eligible taxpayers ...
Ted Benna, widely hailed as the father of the 401(k), has a big regret. His retirement plan has been good for high earners, but hasn’t delivered as handsomely for lower-paid workers. And, as the ...
Voter approval clears the way for the nation's first municipal-level automatic IRA program. The city and program advocates estimate that it could help over 200,000 Philadelphia residents who currently ...
View post: What’s Driving This Market? Complacency. About 8,750 Microsoft employees recently had roughly 30 days to decide whether their savings could support walking away from their careers for good.
Most retirees are familiar with the 4% rule. It’s the guide many financial pros have extolled for decades for the decumulation phase of retirement—the time when you finally start tapping the money you ...
The Detroit Lions legend Darius Slay closed the curtain of his illustrious 13-season NFL career earlier this year at the age of 35. The six-time Pro Bowler celebrated the remarkable journey of over a ...