Strategies

QDRO Filing Crisis Explained in One Statistic That Will Shock You

The headline promised a shocking statistic about a QDRO filing crisis, but here's what the actual data shows: there is no widely-reported QDRO filing...

Medicare Part D Prescription Costs in 2026…The Numbers Are Worse Than You Think

The headline sounds like clickbait, but the numbers backing it up are real. Your out-of-pocket maximum for Medicare Part D prescriptions is jumping to...

Warning: Social Security Disability Applicants in Some States Wait Over 900 Days for a Decision

Yes, applicants in certain states do wait over 900 days for a final disability decision—and while the Social Security Administration has made significant...

Warning: Some Annuity Surrender Charges Lock Up Your Money for 10 Years or More

Yes, some annuities impose surrender charges that can lock your money away for 10 years or longer.

At Least 54% of Americans Have No Idea What the PBGC Does or How It Protects Them

The Pension Benefit Guaranty Corporation (PBGC) is a federal insurance program that protects the retirement benefits of millions of American workers, yet...

$73,860 Annual PBGC Maximum for Single-Employer Pension Plans in 2026

The Pension Benefit Guaranty Corporation's 2026 maximum guarantee for single-employer pension plans has increased to $93,477 annually—a 4.

The Kentucky Pension Crisis Explained in One Statistic That Will Shock You

The shocking statistic that defines Kentucky's pension crisis is this: the state's unfunded pension liabilities total between $40 billion and $60...

Social Security Earnings Record Errors in 2026…The Numbers Are Worse Than You Think

The Social Security Administration is sitting on a $1.2 trillion problem, and if your earnings record is part of it, your retirement could be...

Social Security Earnings Record Errors in 2026…The Numbers Are Worse Than You Think

Social Security earnings record errors in 2026 are far more extensive and consequential than most retirees realize.

He Missed Two RMDs and Received a $14,700 IRS Penalty He Couldn’t Afford

When you turn 73, the IRS doesn't ask whether you need the money in your retirement account—they require you to take it.

New Study Found Age 59½ Withdrawals Still Carry a Tax Bill Most Retirees Underestimate

The good news at age 59½ sounds straightforward: you can withdraw from your retirement accounts without facing the 10% early withdrawal penalty.

At Least 1 in 4 Retirees Will Be Targeted by a Phone Scam This Year

While the specific "1 in 4" statistic requires further verification, the threat of phone scams to retirees is substantial and measurable.

She Caught a $27,500 Social Security Underpayment After Requesting Her Earnings Record

Many Social Security beneficiaries unknowingly receive less than they're entitled to, sometimes due to missing or incorrectly recorded earnings from years...

At Least 37% of Retirees Return to Work Within Two Years Due to Financial Shortfalls

At least 37% of retirees are forced to return to work within two years of retirement, primarily because their savings and income sources fail...

$4,300 Average Annual Savings From Senior Property Tax Freeze Programs

Senior property tax freeze programs offer eligible homeowners the ability to lock in their property tax assessments at current levels, preventing...

The New Jersey Pension Underfunding Crisis Explained in One Statistic That Will Shock You

The shocking statistic that explains New Jersey's pension crisis can be expressed in just four words: 33.9 cents on the dollar.

PBGC Benefit Guarantees: What Most Americans Don’t Know Could Cost Them Thousands

Most Americans with pension plans assume the Pension Benefit Guaranty Corporation (PBGC) will protect their retirement income if their employer's plan...

Warning: Illinois Pension Debt Has Reached $211 Billion and Is Growing by $14 Million Per Day

Illinois faces a structural pension crisis that has become one of the most serious threats to the state's long-term fiscal health.

New Study Found Bank CD Rates Still Trail Inflation by 0.8 Percentage Points on Average

If you've placed your money in a certificate of deposit expecting it to protect your purchasing power during inflationary times, the data reveals a...

He Retired to Mexico City on $1,800 Per Month and Kept His Medicare Coverage

Yes, you can retire to Mexico City on $1,800 per month while keeping your Medicare coverage. The key is understanding that Medicare enrollment is...

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