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Delaying a first retirement account withdrawal to April 1 puts two in the same tax year, the second due Dec. 31. Here is how the IRS rule works.
Read More →Medicare open enrollment closes Dec. 7, and plan changes made by then take effect Jan. 1, 2027, including Medicare Advantage and Part D drug plan switches.
Read More →Medicare-negotiated prices for 15 more Part D drugs start Jan. 1, 2027, and CMS projects about $685 million in out-of-pocket savings for beneficiaries.
Read More →About 4.1 million Americans turn 65 each year through 2027, roughly 11,200 a day, as the last baby boomers reach retirement age.
Read More →Starting Social Security at 62 cuts the monthly check 30% for anyone born in 1960 or later, while waiting until 70 adds 24% to the full amount.
Read More →People born in 1953 turn 73 this year, the age when required retirement-account withdrawals begin, and the first one can wait until April 1, 2027.
Read More →The IRS set a higher 2026 catch-up of $11,250 for savers ages 60 to 63, $3,250 above the standard $8,000 catch-up for everyone 50 and older.
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