TrumpIRA Plan Expands Access, Revives Retirement Policy Debate The new online IRA marketplace and Saver’s Match could boost participation. Mark Miller Jun 2, 2026
Social Security Is Slowing Down. Here’s How to Get Your Benefits On Time Staffing cuts and surging demand are driving delays for retirees. Here are tips to help you avoid long waits. Mark Miller Apr 7, 2026
Still Working in Retirement? Watch Out for These Social Security and Medicare Tax Traps Working in retirement can strengthen financial security, but it can also trigger higher taxes. Mark Miller Feb 13, 2026
Social Security COLA 2026: What a 2.8% Increase Means for Your Retirement Income Higher Medicare premiums may offset a raise for retirees. Mark Miller Nov 5, 2025
4 Ways Trump’s New Tax Law Will Affect Older Americans The bill may have tax sweeteners, but it will also limit healthcare affordability and access to long-term care. Mark Miller Jul 16, 2025
A Perfect Storm Is Poised to Raise Long-Term Care Costs. Here’s How You Can Get Ahead of It Six options for funding long-term care. Mark Miller Jun 30, 2025
Trump’s Social Security Shakeup: Here’s What to Know How to navigate your benefits during the recent turmoil at the Social Security Administration. Mark Miller Apr 10, 2025
6 Ways the New Trump Administration Could Impact Your Retirement What could be in store for Medicare privatization, prescription drug reform, and more. Mark Miller Dec 17, 2024
A Simpler Medicare Part D Is Coming. Here’s How It Could Save You Money Also, how the new prescription payment plan will work. Mark Miller Nov 8, 2024
Medicare Open Enrollment: What to Know as You Enroll for 2025 Key changes will take effect this year as a result of the Inflation Reduction Act. Mark Miller Oct 15, 2024
5 Ways to Improve America’s Retirement Savings A look at what’s at stake for millions of workers if the system isn’t repaired. Mark Miller Aug 30, 2024
The Time is Right for a National Retirement Savings Plan Most experts agree that more people need access to 401(k) plans, but policymakers are divided on how to make it happen. Mark Miller Jul 31, 2024
Is Fixing Social Security and Medicare as Dire as It Seems? Fifty years after the Employment Retirement Income Security Act, high levels of retirement risk point to the need for solutions. Mark Miller May 23, 2024
Today’s Market Volatility Could Provide Tomorrow’s Opportunities Plus, the Medicare changes in 2024 that could save recipients money. Mark Miller May 10, 2024
I’m 65 and Still Working. Should I Enroll in Medicare? How to decide if it’s the right time to sign up for Medicare and the costs of late enrollment. Mark Miller Apr 22, 2024
How Retirees Can Avoid the ‘Tax Torpedo’ Some retirement researchers are challenging the traditional thinking on tax efficiency, Social Security, and drawdowns. Mark Miller Apr 9, 2024
Why You Should Clean Up Those Old 401(k)s Don’t add to the challenge of retirement savings by leaving a trail of abandoned accounts. Mark Miller Mar 20, 2024
What’s Surprising Retirees About Social Security Benefits? Also, Salesforce’s dividend plans and Snowflake’s outlook following its leadership change. Ivanna Hampton Mar 8, 2024
Social Security Is Taxable? Don’t Be Caught Off Guard Here’s how to determine what you owe this tax season. Mark Miller Jan 31, 2024
It’s Time for a Checkup on Your Medicare Coverage What’s new for 2024, and where to find answers to your Medicare enrollment questions. Mark Miller Nov 14, 2023
Navigating Medicare Open Enrollment for 2024 Plus, Social Security’s 2024 COLA increase and a rare win for actively managed funds. Ivanna Hampton Oct 20, 2023
Most People Say They Want to ‘Age in Place.’ But What Does That Really Mean? Three top factors that may affect your living decisions as you age. Mark Miller Oct 4, 2023
2 Ways to Use Home Equity to Fund Retirement Tapping home equity gets a bad rap as a retirement planning strategy, but it shouldn’t. Mark Miller Sep 6, 2023
HSAs May Work Best as Tax Shelters Is there a better way to make healthcare affordable? Mark Miller May 17, 2023
Would Raising the Full Retirement Age Really Save Social Security? Trends suggest today’s younger workers would be hurt the most by another increase. Mark Miller Apr 12, 2023
Could Defined-Benefit Pension Plans Make a Comeback? There are early signs of support for reviving the plans in the private sector. Mark Miller Mar 22, 2023
4 Key Medicare Changes for 2023 Medicare beneficiaries will see an improved enrollment process, increased vaccine coverage, and more. Mark Miller Feb 15, 2023
How Social Security Benefits Are Calculated and When to Claim Morningstar contributor Mark Miller reviews ways to maximize Social Security benefits. Mark Miller Jan 19, 2023
Social Security Benefits’ 2023 COLA: Is It Enough? The 8.7% cost-of-living adjustment next year is historic, but more needs to be done to improve retirement security. Mark Miller Nov 9, 2022
Medicare Open Enrollment: Don’t Let Deceptive Advertising Lead To Costly Mistakes Plus the best resources for comparing Medicare plans. Mark Miller Oct 11, 2022