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Tag: Retirement Planning

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New 2026 Social Security Spousal Benefits Rules: August 3 Guide to Eligibility
Money

New 2026 Social Security Spousal Benefits Rules: August 3 Guide to Eligibility

by Alex MorganAugust 3, 2026August 3, 2026

In 2026, the Social Security Administration introduced a digital portal to streamline spousal benefit claims. Eligibility requires the primary worker to be receiving benefits and the claimant to be at least 62. Benefits are capped…

New 2026 Long-Term Care Insurance Rules: Your August 1 Guide to State Programs
Money

New 2026 Long-Term Care Insurance Rules: Your August 1 Guide to State Programs

by Alex MorganAugust 2, 2026August 2, 2026

The August 1 Shift in Long-Term Care Insurance As of August 1, 2026, the landscape of long-term care (LTC) in the United States has undergone its most significant regulatory overhaul in a generation. The New…

New 2026 Social Security Statement Changes: Your August 1 Guide to the Redesign
Money

New 2026 Social Security Statement Changes: Your August 1 Guide to the Redesign

by Alex MorganAugust 2, 2026August 2, 2026

The New Face of Retirement Planning: August 1 Changes On August 1, 2026, the Social Security Administration (SSA) officially rolled out the most comprehensive update to the personal Social Security Statement in recent history. For…

2026 529 to Roth IRA Transfer Rules: New IRS Limits and Rollover Guide
Money

2026 529 to Roth IRA Transfer Rules: New IRS Limits and Rollover Guide

by Alex MorganJuly 29, 2026July 29, 2026

Navigating the 2026 Landscape for Leftover 529 Funds For decades, the biggest fear for parents saving for college was the 'overfunding trap.' If your child received a scholarship or chose a less expensive school, any…

New 2026 401(k) Catch-Up Rules: How to Maximize Your Retirement Savings
Money

New 2026 401(k) Catch-Up Rules: How to Maximize Your Retirement Savings

by Alex MorganJuly 28, 2026July 28, 2026

Saving for retirement in 2026 has become both more rewarding and more complex. Following the latest IRS guidance issued on July 27, 2026, American workers over the age of 50 now have unprecedented opportunities to…

2027 Social Security COLA Forecast: Early Estimates and 2026 Benefit Impact
Money

2027 Social Security COLA Forecast: Early Estimates and 2026 Benefit Impact

by Alex MorganJuly 26, 2026July 26, 2026

The 2027 Social Security COLA Landscape: What the July Data Reveals As we pass the midpoint of 2026, millions of American retirees and disability beneficiaries are turning their attention to the upcoming 2027 Cost-of-Living Adjustment…

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