Retirement
Trump’s Federal Retirement Account Is A Serious Step Forward
Senior Contributor
President Trump announces a federal retirement savings plan with a $1,000 match. Will it close the coverage gap?
More From Retirement
New Reporting Rules Effective March 1 Affect Home Transfers To Trusts
Effective March 1, 2026 new rules require that detailed reports must be filed with FinCEN if you transfer a home or other residential property to many trusts or LLCs.
Contributor
Loneliness Is An Epidemic. 5 Ways To Make Friends
Many people are lonely and isolated. Community and relationships are essential for well-being. But it is a challenge when we get older to find our tribe. Here are some ideas of how to do this.
Contributor
Are Your Social Security Benefits Taxable This Year?
A growing number of retirees have been paying federal tax on their benefits. A new $6,000 per person senior deduction reduce taxes for some seniors, but doesn’t change the way Social Security is taxed.
Forbes Staff
What To Know About The New 530A “Trump Accounts” For Children
What are Trump Accounts? This guide explains new 530A child investment accounts, including eligibility, the $1,000 Treasury deposit and key tax rules.
ByDavid Kudla,
Contributor
Don’t Age In Place! You Might Want To Move
Staying in one's home as long as possible may not be the answer. Loneliness and isolation are issues. Relationships and community are essential for well-being.
Contributor
Trump’s Federal Retirement Account Is A Serious Step Forward
President Trump announces a federal retirement savings plan with a $1,000 match. Will it close the coverage gap?
Senior Contributor
How Much Do You Really Gain By Delaying Social Security Benefits?
The experts say wait to claim Social Security. But interest rates have reduced the payoff. Here are four questions to ponder before making a decision.
Senior Contributor
How Charitable Contribution Deductions Are Changed For 2026
The One Big Beautiful Bill Act made significant changes in the tax benefits of charitable giving, increasing tax benefits for some taxpayers and reducing them for others.
ByBob Carlson,
Senior Contributor
Second Home Tax Rules That Are Misunderstood Or Overlooked
Many people purchase second homes without fully understanding the tax consequences. Second home ownership has tax benefits but also carries potential tax traps.
ByBob Carlson,
Senior Contributor
12 Signs A Frail Loved One Might Need Help With Long-Term Care
Learn about the signs that show that a loved one—or you—might need help with long-term care due to frailty in old age.
BySteve Vernon,
Contributor
New York Joins The Trend Toward Electronic Wills
The number of states that have or will recognize electronic wills is increasing, though they still are a minority of the country.
ByBob Carlson,
Senior Contributor
Unfazed By Fears Over AI Job Cuts, Blackstone Is Building A 450-Person Private-Wealth Army As It Eyes $1 Trillion
With $302 billion in retail assets and AUM up 27% in two years, the world’s largest asset manager is racing to make private markets mainstream for individual investors.
Forbes Staff
Financial Planning Strategies For Influencers And Creators
Creators are 1099 contractors responsible for their own taxes, savings, insurance, and planning. The freedom is huge, but so are the financial risks.
Contributor
You Need To Save $135,000 For Long-Term Care. But Many Will Pay More
On average, 65- year-olds need to put aside $135,000 for long-term care. But 20% will require support for 3+ years and need to save at least $300,000.
Senior Contributor
First Look At Potential Changes To Medicare Advantage Plans In 2027
Medicare Advantage plans have been changing the last few years, and more changes seem likely for 2027. There also are some changes many people want that might not occur.
ByBob Carlson,
Senior Contributor
Why To Check And Double-Check Retirement Plan Beneficiary Authorizations
Beneficiary designations are one of the major gaps in many retirement and estate plans. A recent court case shows the importance of monitoring the designations.
ByBob Carlson,
Senior Contributor
401(k) Plans In 2026: Evolution From Cost Center To Strategic Asset
When approached strategically, retirement plans are long-term investments in your workforce that compound over time, not simply cost or risk-management line items.
ByRick Unser,
Contributor
Don’t Add To SSA’s Delays; Be Prepared To Enroll In Medicare
Enrolling in Medicare will go a lot smoother if you establish a my Social Security account and take other preparations ahead of time.
ByDiane Omdahl,
Contributor
How Grandparents Can Best Provide For A Grandchild With A Disability
How grandparents can use Inherited IRA and special needs trust planning to reduce taxes and provide long-term financial support for a grandchild with a disability.
ByJames Lange,
Contributor
What’s Your Plan For Happiness And Fulfillment In Retirement?
You’re more likely to enjoy your retirement if you purposely plan to live a good life.
BySteve Vernon,
Contributor