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What To Know About The New 530A “Trump Accounts” For Children
Within the One Big Beautiful Bill Act, the Working Families Tax Cuts establish parameters for newly created 530A accounts, commonly referred to as Trump Accounts. These accounts are structured similarly…
Trump’s Federal Retirement Account Is A Serious Step Forward
Last night at the State of the Union, President Trump announced an executive action to create a federal retirement savings…
Is It Time For Retirees To Cash In Their Stock Market Gains?
If you’re retired, the recent significant gains in the stock market look like a reason to celebrate. During 2025, for…
How Immigration Curbs Make Care Less Affordable For Seniors And Others
When politicians use their favorite buzzword of the day “affordability,” they likely are talking about housing, insurance or beef. But…
How One Couple Lost Their Life Savings To A Fake Federal Investigation
Larry and Barbara Cook thought they were helping government agents. In the end, they found themselves victims of tax and…
Overlooked Strategies For Health And Longevity In Retirement
If you’re in your 60s or beyond, hopefully you’re focusing on improving the foundations of your health and longevity, including…
How Spouses, Ex-Partners, and Survivors Can Claim What They’re Owed
The Social Security Fairness Act, signed into law on Jan. 5, 2025, eliminated the Windfall Elimination Provision (WEP) and the…
Fix Your Drug Plan by Dec. 7
In mid-January 2025, I received a very ballistic email from a woman new to 65 Incorporated. It appears she was…
Foundations Of Health And Longevity In Retirement
If you’re like most people in their 60s and 70s, you’re managing a few health conditions—some merely inconvenient, others that…
Trump Accounts vs. Baby Bonds: Who Truly Benefits?
Michael and Susan Dell have pledged $6.25 billion to expand Trump’s child wealth accounts, but design flaws mean the biggest…
Balancing Health, Longevity and Finances
Many retirees report that good health is one of the most important factors for their happiness in retirement. In addition,…
Dell’s $6B Gift Fixes A Small Flaw In Trump’s Child Accounts
Michael and Susan Dell have pledged $6.25 billion to expand Trump’s child wealth accounts, but design flaws mean the biggest…
What’s Your Plan For Financial Security In Retirement?
Are you worried that you won’t have enough money to last throughout your retirement? Unfortunately, “worry” is not a strategy!…