News
The Launch of Section 530 A 'Trump Accounts': A Guide to America's New Wealth-Building Policy
8+ hour, 3+ min ago (18+ words) streamlinefeed. co. ke...
Financial Independence Isn't A Number, It's A Plan
3+ hour, 5+ min ago (353+ words) Around the Fourth of July, the word independence shows up everywhere. Financial independence gets talked about too, usually as a magic number you're supposed to hit someday. But for most people, it's not about a specific dollar amount. It's about…...
Wes Moss Says Why Pay 30% Today When You Can Pay 15% Next Year and Most Pre Retirees Convert Anyway
58+ min ago (944+ words) Moss warns that converting a 401(k) to Roth at a 30% working-year rate costs twice as much as waiting to withdraw at a 15% retirement rate. Converting $200, 000 during high-earning years can cost over $50, 000 in federal taxes, while withdrawing the same amount gradually in…...
La Hood's Bill Expanding Health Savings Account Eligibility
41+ min ago (127+ words) WCSJ News Darin La Hood has introduced legislation that would expand eligibility for Health Savings Accounts by allowing individuals to keep an HSA even if their spouse is enrolled in a Flexible Spending Arrangement. The proposed Health Savings for Families…...
Here's The Average Net Worth of Americans in Their 60s (How Do You Compare?) - AOL
4+ hour, 43+ min ago (884+ words) By the time most Americans reach their 60s, the major pieces of their financial life are already on the table. The mortgage may be mostly paid down. Retirement accounts have had decades to grow. Some people are thinking about retirement dates,…...
America's wealth boom is creating a new generation of underinsured clients
5+ hour, 4+ min ago (732+ words) The US minted more than 440, 000 new millionaires in 2025 -over 1, 200 a day -according to the UBS Global Wealth Report 2026, as surging equity markets and a wave of liquidity events rapidly expanded the country's affluent population. The US accounted for nearly half…...
Multiple Ex-Wives Can Each Claim Social Security on the Same Man's Record, and It Doesn't Shrink Anyone's Check
1+ hour, 1+ min ago (562+ words) A divorced spouse married at least 10 years can claim up to 50% of her ex's Social Security without reducing his or his current wife's benefit. Every qualifying ex-wife from a 10-year marriage can simultaneously claim the same worker's record, and after…...
Quilter urges chancellor to prevent 'damaging pension speculation"
2+ hour, 1+ min ago (380+ words) Quilter has urged the Chancellor of the Exchequer to prevent damaging pension speculation ahead of the 2026 Budget. Last year, reports circulated suggesting tax-free withdrawals from pension pots at age 55 were under threat, prompting some people to rush to get money…...
Hartley Pensions campaign group calls on advisers to lobby their MPs
4+ hour, 39+ min ago (64+ words) FT Adviser Hartley Pensions campaign group calls on advisers to lobby their MPs follow us on social Financial advisers and pensions professionals have been called upon to help lobby their constituency MPs today (July 2) in support of an early day…...
15 Small Towns Where Retirees Can Live Like Millionaires on $80, 000 a Year - AOL
1+ hour, 50+ min ago (1209+ words) Getting your retirement budget in order can be a complex process, especially ifyou are planning to relocate to a different city and state. Crunching thenumbers to assess how much you'll earn from retirement accounts, pensions, and Social Security, which went…...