Retirement Weekly
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My husband died and his HSA funds were sent to me. Do I have to pay taxes on it?
Spousal beneficiaries of a Health Savings Account are typically given two options
Possible changes to Social Security, retiring in a recession, dodging life’s curveballs — and more retirement news
Retirement news and analysis
I took out a 401(k) loan but am changing jobs. What do I do now?
When a loan is not paid off, the outstanding balance is treated as a distribution.
The real reason to expect bonds to rally
It's important to judge interest rates in inflation-adjusted and tax-adjusted terms.
How to fight back against ageism — without starting a fight
As you age, some people will dismiss you. You’ll feel invisible or unfairly judged. You can shrug it off or fight back.
Who is that in the mirror? How to love that reflection as you age.
Self-conscious about your aging appearance? Here’s how to snap back and regain confidence in your looks.
When will the Fed stop raising rates?
Retirees, be warned: Trying to predict the Fed’s behavior has minimal rewards and considerable risks
Retirees’ 4 biggest credit card misconceptions
Credit cards are essential to many retirees but they’ve become much more complicated. Here are the most common points of confusion.
Opinion 4 steps to reduce economic anxiety
The last three years have been extremely difficult for Americans on a personal and financial level.
Are inherited Roth retirement accounts subject to RMDs?
There is some uncertainty around inherited IRAs
Don’t get fooled by magical thinking when it comes to your money
The importance of focusing on real, not nominal, returns
I want to contribute to an IRA. Do I earn too much?
There is an income limit to be able to make a Roth IRA contribution but there is no income limit to contribute to a traditional IRA
Want to learn how to be good with money? The best teacher may surprise you.
The average American is less financially literate about risk today than in 2017—and Gen Z is the worst.
Secure 2.0 may help high earners with retirement planning
New opportunities for high‐net‐worth retirement planning
Why investing Social Security in the stock market would be a terrible idea
The Social Security deficit can't be solved by moving the trust fund into stocks
