Relevant Articles

Secure Act & RMDs

President Joe Biden signed a $1.7 trillion omnibus federal spending package on Thursday that contains several retirement provisions, including some updates to required minimum distribution rules. RMDs force many savers to pull money from tax-advantaged accounts like IRAs and 401(k) plans each year, starting at a certain age.

Married filing Jointly vs. Separately

Married Couples have a choice every year: file taxes together or apart. While the tax code generally rewards joint returns, there are scenarios where filing separately pays off, experts say.

Medicare Expenses in Retirement

A new study looks at how much money a 65-year-old — who’s at the age of Medicare eligibility — would need to have set aside to secure a 50%, 75% or 90% chance of covering their healthcare costs over the course of their retirement.