$9.5 Billion in 401(k) Balances Are Left Behind Each Year When Workers Change Jobs
Each year, an estimated $9.5 billion in 401(k) balances are left behind in old employer plans when workers change jobs.
Month June 2026
Early Withdrawal Penalty Reality in 2026: The Numbers Are Worse Than You Think
If you withdraw money from your retirement account before age 59½ in 2026, the government will take a 10% penalty plus hit you with income taxes on the...
Women’s Longevity Cost Crisis Explained in One Statistic That Will Shock You
The statistic that should shock every woman and every retirement planner in America is this: a healthy 65-year-old woman retiring today will spend an...
Warning: Taking RMDs From the Wrong Account First Can Cost Retirees Thousands in Avoidable Taxes
Taking your required minimum distribution from the wrong retirement account can cost you thousands in avoidable taxes—and the IRS penalties are steep.
New Study Found That 1 in 5 Retirees Will Need Nursing Home Care Costing More Than $100,000
A significant body of research indicates that retirees face a stark financial reality: approximately 14 to 16 percent of families will encounter nursing...
He Consolidated 7 Old 401(k)s Into One IRA and Saved $4,100 in Annual Management Fees
When Michael Rodriguez left his third job in a decade, he didn't immediately notice that his retirement accounts had become fragmented across seven...
Fact Check: Is the FERS Special Retirement Supplement Taxable? Here’s the Exact IRS Rule
Yes, the FERS Special Retirement Supplement is fully taxable as ordinary income. The IRS treats it exactly like a regular pension payment, not as a return...
At Least 46% of Americans Who Took Early Withdrawals Regret the Decision Within 5 Years
At least 46% of Americans who withdrew from their retirement accounts early now regret that decision within five years.
$108,000 Is the Average Retirement Savings Balance for Americans Within 10 Years of Retirement
Americans within a decade of retirement are sitting on an average savings balance of just $108,000, a sobering figure that reveals a significant gap...
Veteran Aid and Attendance Benefit Crisis Explained in One Statistic That Will Shock You
Over 900,000 veterans are waiting for decisions on their claims right now. That number represents not just paperwork in a government system, but real...