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Trump Accounts for Kids Have Launched — Here’s How They Work
Key Takeaways: Trump Accounts are new investment accounts for kids under 18, invested in low-cost index funds and managed by a parent until adulthood. Children born between January 1, 2025 and December 31, 2028 get a one-time $1,000 seed deposit from the U.S....
Hidden Tax Traps That Can Shrink Your Nest Egg (and How to Avoid Them)
Key Takeaways: Pension income is usually fully taxable, while only the growth portion of annuity payments is taxed. RMDs start at age 73, and missing one can trigger a penalty worth 25% of the shortfall. Up to 85% of Social Security benefits can be taxed, though a...
Who Will Pay for Social Security’s Shortfall? What Workers and Retirees Need to Know
Social Security has a money problem that lawmakers can no longer ignore. According to current projections, Social Security’s trust funds are expected to run out of reserves within the next decade. That doesn’t mean Social Security is going bankrupt, but if nothing...
How Working in Retirement Could Affect Your Social Security Benefits
For many Americans, retirement isn’t a sudden transition but a gradual one. Many Americans leave their full-time careers to take part-time jobs, freelance, consult in their fields, or pursue new opportunities that generate income. But if you’re also drawing Social...
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