News

Why Retirement Savers' 'Magic Number' Dropped $200K This Year

By John Manganaro

Lower inflation isn't the only reason people are feeling (marginally) more confident about retirement.

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Expert Opinion

Debate: Was Ending RMDs on Roth 401(k)s a Bad Idea?

By Robert Bloink and William H. Byrnes

The Secure 2.0 Act change aligned the accounts with Roth IRAs. But at what cost?

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News

Social Security Flips, Again, on Phone Claims

By Melanie Waddell

All types of benefit claims can now be made by phone, the agency says, citing new "enhanced technology."

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News

New Bill Allows Charitable IRA Rollovers to Donor-Advised Funds

By Melanie Waddell

The bill would help advisors and clients make better use of a "vastly underutilized" planning tool, one analyst says.

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News

Social Security COLA Estimate for 2026 Rises to 2.3%

By Melanie Waddell

Tariffs are expected to drive up inflation, and COLA projections, in future months.

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News

T. Rowe Price Rolls Out Social Security Analyzer for Advisors

By John Manganaro

The tool allows financial professionals to provide side-by-side comparisons among various claiming strategies.

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