Latest articles by Jackie Stewart
-
How to Appeal the Medicare IRMAA for 2024
Medicare There’s a good chance you can get your IRMAA eliminated or reduced if your income has dropped in the past two years.
Medicare -
What’s the Best Medigap Plan?
Medicare The 10 Medigap plans offer different levels of benefits that pay for expenses not covered by original Medicare.
Medicare -
SEP IRA Contribution Limits for 2024
SEP IRA A good option for small business owners, SEP IRAs allow individual annual contributions of as much as $69,000 a year.
SEP IRA -
Roth IRA Contribution Limits for 2024
Roth IRAs Roth IRA contribution limits have gone up for 2024. Here's what you need to know.
Roth IRAs -
Roth 401(k) Contribution Limits for 2024
retirement plans The Roth 401(k) contribution limit for 2024 is increasing, and workers who are 50 and older can save even more.
retirement plans -
SIMPLE IRA Contribution limits are up $500 to $16,000 for 2024.
simple IRA The SIMPLE IRA contribution limit increased by $500 for 2024 and workers at small businesses can contribute up to $16,000 or $19,500 if 50 or over.
simple IRA -
13 Money-Saving Travel Tips for Retirees
travel Globetrotting in your golden years doesn't have to cost a fortune. Here are some ways to cut down on your travel expenses.
travel -
Social Security Earnings Tests: 5 Things You Must Know
social security If you’re still working and claim Social Security early, your benefits could be reduced, at least temporarily.
social security -
How to Apply for a Social Security Card Replacement
Basics Applying for a Social Security replacement card, especially online, can be fairly straightforward. You just need the right documentation on hand.
Basics -
Traditional IRA Basics: 10 Things You Must Know
Basics A traditional IRA can be a powerful retirement-savings tool but you need to understand contribution limits, RMDs, rules for beneficiaries under the SECURE Act and more.
Basics -
Roth IRA Basics: 10 Things You Must Know
Financial Planning A Roth IRA can be a great way to save for retirement since the accounts have no required minimum distributions and you withdraw the money tax-free.
Financial Planning -
403(b) Contribution Limits for 2024
retirement plans Teachers and nonprofit workers can contribute more to a 403(b) retirement plan in 2024 than they could in 2023.
retirement plans -
457 Contribution Limits for 2024
retirement plans State and local government workers can contribute more to their 457 plans in 2024 than in 2023.
retirement plans -
What You Must Know About the Different Parts of Medicare
Medicare Medicare can be complicated but we've got you covered. Here is a quick guide to the different benefits provided through each part.
Medicare -
Is a Medicare Advantage Plan Right for You?
Medicare Advantage plans can provide additional benefits beneficiaries can't get through original Medicare for no or a low monthly premium. But there are downsides to this insurance too.
Medicare -
Reverse Mortgages
Mortgages Reverse mortgages can be complicated so it’s imperative that you understand how the loan is repaid, the monthly costs and potential scams to look out for.
Mortgages -
The Downside of Delaying RMDs
Thanks to the SECURE 2.0 Act, the age for required minimum distributions is going up. However, don't automatically assume you'll benefit from this change.
-
401(k) Contribution Limits Rising Next Year
401(k)s Workers saving for retirement have a reason to rejoice over the 401(k) contribution limits for 2022 and can expect even more next year.
401(k)s -
RV Insurance: Everything You Must Know
insurance Selecting the right RV insurance is a big decision to protect your investment. Here's what you should know about the costs and different coverage types.
insurance -
The Murky Rules Behind Financial Apps
Technology "Neobanks" and other fintechs operate in a regulatory gray area, with less oversight. That can sometimes leave customers in limbo when there's a problem.
Technology -
Age Bias in the Workplace: Still a Battle for Older Workers
Making Your Money Last Many older Americans face age bias in the workplace even though federal law prohibits discriminating against workers 40 and older.
Making Your Money Last -
3 Paths for Getting Vision Insurance in Retirement
Healthy Living on a Budget Medicare Part B's restrictive coverage of vision care means you'll have to find a different route to get the right insurance. Here's some guidance.
Healthy Living on a Budget -
The Ins and Outs of Self-Insurance in Retirement
Long-Term Care Insurance The costs of long-term care are already exorbitant and will only get worse. Follow this guidance to get in front of the issue.
Long-Term Care Insurance -
Getting Around the Stretch IRA Block
Making Your Money Last Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
Making Your Money Last
