Retirement Planning

Working part-time in retirement sounds simple — but it interacts with Social Security benefits, income taxes, and Medicare premiums in ways most people do not anticipate. Here is the full picture.

SECURE 2.0 created a supercharged catch-up contribution window for workers aged 60 to 63. In 2026, this four-year window lets you contribute up to $35,250 to your 401(k). Here is how to use it.

Trusts come in two fundamental forms. The revocable trust avoids probate. The irrevocable trust can protect assets and reduce estate taxes — but comes with real trade-offs. Here is how to choose.

Qualified dividends are taxed at capital gains rates — potentially 0% for many retirees. Understanding how they interact with Social Security and IRMAA can meaningfully reduce your tax bill.

We launched a Social Security Calculator that models your future retirement benefits based on SSA rules. Learn how it works, what it covers, and how it can help you plan.