Taxes
Required Minimum Distributions: The Age, the Deadline and the Penalty
Recent law changes pushed back the age when withdrawals must begin. The calculation and deadlines still trip people up.
By Thomas Vance
Section
Taxes
Required minimum distributions, taxation of benefits, and the filing rules that change after 65.
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Medicare
Before Open Enrollment, Compare Plans on the Costs You’ll Actually Pay
Premiums are the easiest number to see. Deductibles, drug formularies and provider networks often matter more.
By Priya Anand
Social Security
Claiming at 62, 67 or 70: How the Social Security Timing Decision Actually Works
The age you start benefits permanently sets the size of your monthly check. Here is how the reductions and credits are calculated, and the questions worth answering before you file.
By Margaret Ellison
Retirement Income
Which Account to Tap First: The Withdrawal-Order Question
The conventional sequence of taxable, then tax-deferred, then Roth accounts is a starting point, not a rule.
By David Reyes
Social Security
What the Annual Cost-of-Living Adjustment Does, and Doesn’t, Cover
The yearly increase is tied to an inflation index built around workers’ spending. Retirees’ costs don’t always move the same way.
By Margaret Ellison
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