Tag: Retirement planning
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For Gen X investors, dotcom bubble haunts stock market portfolios closing in on retirement
Many Americans in the 50-55 age range have 10 to 15 work years left, extending 401(k), IRA growth investing, but they can’t afford an ill-timed market crash.
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AARP to Congress: ‘We strongly object to fast-tracking Social Security changes’
New legislation aims to break the stalemate on overhauling Social Security. AARP, which advocates on senior issues, says it opposes them.
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Fidelity says 2026 retirees may spend $185,500 on healthcare. One category may push those costs higher
A 65-year-old who retires in 2026 may spend an average of $185,500 on health and medical expenses in retirement, according to Fidelity Investments.
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Jamie Dimon’s dual stock and bond market warning: Investors already acted on one of the two calls
JPMorgan CEO Jamie Dimon warned this week long-term treasuries are not a good buy, even if stocks fall. Many investors already acted on that message this year.
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The worst dotcom bubble investing mistakes are coming for your portfolio. Avoid them
Investors can learn from the mistakes that sank stock portfolios in the early 2000s dotcom crash when many became overly concentrated in the technology sector.
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Scam victims can owe taxes on stolen money. A bill in Congress could offer relief
A bill in the House would restore a pre-2018 rule that generally allowed a tax deduction for theft losses and would add other relief for fraud victims.
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IRS chief Bisignano: ‘We should have every family enrolled in a Trump Account’
“I think the objective is to have 70 million children under 18 to have a Trump Account,” IRS CEO Frank Bigisnano said.
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Americans say they need $1.2 million to retire comfortably, survey finds — but many expect to fall short
Just 30% of workplace retirement plan investors think they’ll reach $1 million before retiring, a new survey finds. Here’s what’s getting in their way.
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Social Security cost-of-living adjustment estimate for 2027 falls as inflation cools
New estimates show Social Security’s annual cost-of-living adjustment for 2027 may be between 3.7% to 3.8%. Here’s what to know.
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AI is changing older workers’ careers, research finds — here’s how
AI may either prompt some older workers to leave their jobs or help make their roles more efficient, research finds. Here’s which careers may be most affected.
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