Social Security Claiming Strategies That Still Work in 2027

15 November
This post was originally published in 2012 and has been completely rewritten with current rules. The 2012 version of this post was a greate...
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Inherited IRA Rules in 2026: The 10-Year Rule, Explained

15 November
This post was originally published in 2012 and has been completely rewritten with current rules. The old version of this post taught you ho...
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Retiring Early: How to Bridge the Gap Before 59½, 62, and 65

15 November
Retiring early isn't just about having enough money — it's about having the right money in the right place at the right age. Your 40...
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Year-End Tax Moves for 2026: 12 Things to Do Before December 31

14 November
Most tax-saving moves have a hard deadline: December 31. Once the year closes, your options for 2026 shrink to a few things like IRA and HSA...
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Medicare Open Enrollment Ends December 7 — 7 Things to Check Before the Deadline

13 November
Medicare open enrollment ends December 7, 2026 — less than four weeks away. It is your once-a-year chance to change your health and drug cov...
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IRMAA in 2027: How Your Income Sets Your Medicare Premiums — and the 2025 Tax Return That Decides It

13 November
If you’re on Medicare, your premium isn’t the same for everyone. Higher-income retirees pay a surcharge called IRMAA — the Income-Related Mo...
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Social Security Changes for 2027: 3.6% COLA, $192,300 Wage Base, and What It Means for You

13 November
The Social Security Administration announced the 2027 changes on Oct. 14, 2026, and the headline is a good one for retirees: a 3.6% cost-of...
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2027 Retirement Contribution Limits: 401(k) Up to $25,500, IRA at $7,500, HSA at $9,000 — Totals and Income Limits

13 November
The IRS just announced the 2027 retirement plan limits on Nov. 12, 2026 (IR-2026-136 / Notice 2026-66), and the HSA limits earlier this year...
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IRS Tax Updates for 2027: Bigger Standard Deduction, Higher Brackets, and What It Means for You

12 November
The IRS just released its annual inflation adjustments for tax year 2027, and while tax rates aren't changing, almost 70 provisions are ...
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What Tim Ferriss Wishes He Knew About Money In His 20s

15 September
by Libby Kane Tim Ferriss, entrepreneur, public speaker, angel investor and author of the #1 New York Times bestseller " The 4-Hour...
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