#retirees
29 stories
Social Security Income Drop Fix
Social Security takes 2 years to notice income drop but fixes it in 2 weeks with one form.
24/7 Wall St. · 1m
Medicare Mistakes Retirees Make
Retirees often make costly Medicare errors: avoid 5 common pitfalls with this guide.
Kiplinger · 2m
Social Security Tax Withholding for New Retirees
Most new retirees face a $6,120 tax bill in April if they didn't file Form W-4V.
24/7 Wall St. · 1m
2027 Social Security COLA Set at 3.6%
Social Security's 2027 cost-of-living adjustment will rise 3.6% for retirees, matching economist David Payne's estimate.
Kiplinger · 1m
She Stops Roth Conversions Before Medicare Starts
Retirees converting IRAs to Roth at 63 and 64 face Medicare surcharges two years later.
24/7 Wall St. · 1m
Why DGRO Beats HDV for Retirees
Retirees holding DGRO gain $1.12m more than HDV after 10 years.
24/7 Wall St. · 1m
Germany's Population Shrinks
Germany's population will decline by 1.7 million by 2045 as retirees outnumber workers.
Dw · 1m
Rate Hikes Back: Retirees Rethink Financial Playbook
Retirees face higher rates as inflation returns, forcing cash reevaluation and debt adjustments.
Kiplinger · 1m
Retirees Blind to Hawaii Healthcare Access
Retirees pricing Hawaiian islands miss the specialist access gap that grows with age.
24/7 Wall St. · 1m
JEPI Retirees Get Smaller Payouts
Retirees holding JEPI shares see yearly payouts drop 28% since 2022, with real losses hitting 36% after inflation.
24/7 Wall St. · 1m
Miss RMD Penalty Waiver Process
IRS waives 25% penalty for missed RMDs with two-paragraph letter.
24/7 Wall St. · 1m
JEPQ Lags Nasdaq-100 by $17,970
JEPQ's monthly income strategy costs retirees $17,970 over a year versus Nasdaq-100.
24/7 Wall St. · 1m
Retirees Leave Florida for Health Care Access
Retirees cite health care access as key reason for leaving Florida, not heat or family ties.
24/7 Wall St. · 1m
Retirees Priced Florida Gulf Coast Twice
Retirees who priced Florida's Gulf Coast twice end up buying in Alabama instead.
24/7 Wall St. · 2m
Roth Conversion Rule Confusion
Retirees over 66 can access Roth conversions without penalty after five years.
24/7 Wall St. · 1m
Retirees Leave Arizona for Smaller Summer Risks
Retirees who left Arizona say summers were the smallest part of their decision to move.
24/7 Wall St. · 1m
Retirees Pick One Hawaiian Island After Pricing
Retirees who price every Hawaiian island end up on the same one, according to math and medical needs.
24/7 Wall St. · 1m
Can You Live on $10,000 a Month in Retirement?
Retirees need more than $10,000 monthly for healthcare, housing, and living costs.
Kiplinger · 1m
Retired Bookkeeper Finds 40 Tennessee Neighbors
67-year-old Tennessee bookkeeper opens mail for neighbors to boost savings.
24/7 Wall St. · 1m
Retirees Say Year Two Reveals Real Villages
Retirees who left The Villages find their true community fit in year two, not year one.
24/7 Wall St. · 1m
Retirees Should Rent These 5 High-Cost Items
Renting beats buying for 5 retirement items.
Kiplinger · 1m
AI Stock Bubble Warning Signs for Retirees
Retirees must act now to protect portfolios as AI stock bubble risks intensify
Kiplinger · 1m
Wyoming beats Florida as America's best retirement state
A new study ranks Wyoming first for retirees, upending decades of conventional wisdom about retiring to Florida.
Business Insider · 1m
Skip Quarterly Tax Payments With One December Move
The IRS treats December IRA withholding as if paid evenly all year, letting retirees skip four estimated payments.
24/7 Wall St. · 2m
Turn Your Home Equity Into Retirement Income
Retirees sitting on housing wealth have three main options to convert it into spendable cash, each with different costs and trade-offs.
Kiplinger · 3m
Why retirees tour The Villages then walk away
Thousands of retirees visit Florida's largest retirement community each week, fall in love with the lifestyle, then go home and never buy. The reason always comes down to money.
24/7 Wall St. · 2m
Renting beats owning in The Villages, at least for now
The math is shifting in retirement communities where hidden costs make renting the smarter financial move for shorter stays.
24/7 Wall St. · 2m
When Social Security Falls $600 Short
Retirees face a monthly shortfall. The account you tap first, and the ETFs you pick, determine whether you preserve wealth or erode it.
24/7 Wall St. · 2m
SCHD vs. VIG: Which dividend ETF fits your retirement?
Two popular dividend funds look similar but deliver very different portfolios and paychecks based on one screening rule.
24/7 Wall St. · 1m